Without any Salesforce data, you stand to lose customer relationships and access to any deals that have been finalized. You can keep your data backed up by exporting it periodically or connecting to a remote database service. From system crashes of Salesforce to security compliance issues, there are many cases where you may end up losing your valuable data.
Salesforce cuts the time required for duplicate entry from hours or days down to minutes. Unfortunately, many people believe backing up your data is not that crucial on Salesforce. However, you are putting a lot at risk as a business by not doing so. If you are among those people who believe that their Salesforce is automatically backed up, then you are only fooling yourself.
Your data is stored on cloud storage doesn’t mean it’s entirely safe and protected. There are many possible cases where you may lose every piece of data about your company. Here are a few cases under which you might lose your data from cloud storage of Salesforce software.
Data Loss Due to User Error
While Salesforce has many provisions to prevent data loss of any customer, it remains vulnerable to such possible threats. A small mistake is enough to trigger a chain of deletion of thousands of records. In such a case, recycle bin will also not come of any use. This is because it only holds the deleted records, not the updated ones. However, many third-party applications provide you with an easy Salesforce data recovery system.
You can only restore the deleted records only for 15 days. The data recovery request for Salesforce can cost you around $10,000 for a single request, and still, there is no guarantee of it. You need to be aware to protect your data from possible threats, including
- Integration errors
- Migration errors
- Bad Code
- Hackers & Crackers
- Human errors
- Ransomware & Malware
- Malicious Intent of insiders
There are many possible cases where either the admin or any users have mistakenly deleted or updated any piece of information in the database. This is probably the most common reason for data loss. However, if you are equipped with a robust data backup and recovery system, there is possibly nothing stopping you. You can rest assured about the safety of your database and stay on the right track every time. Therefore, as a business, it must be your top priority to use an authentic and reputable Salesforce data backup service by your side.
Security and Compliance
If there is a threat to your data, it is common that it may well affect the entire organization. You can also lose customer relationships or business deals due to data loss. This can be annoying not just for you but even for your client. You have to take the necessary steps to ensure that this doesn’t happen again.
As a business owner, you need to protect your data from malicious threats. You have to have strong and thorough data protection and a backup plan and prepare yourself for these situations. It is on you who not just keep an eye on but take all necessary steps to ensure the security and compliance of your database.
It is not always that your data may be lost due to the fault of your Salesforce CRM. However, there is a possibility of insider threats; in such a case, strong security and a backup system can help you get over this situation.
Data migration is another factor that can lead to a huge loss of data on the Salesforce platform. It is recommended that you don’t try to do it yourself unless you are aware of all its repercussions. For example, you may accidentally modify some records and delete others completely from the database. Take help from the following tips to improve your data backup strategy
- Keep your system updated by using automatic updates and patches
- Enable security features like encrypted storage and data backups
- Make use of data migration software for efficient handling of large data sets in CRM
- Restrict access to sensitive materials to a minimum amount
- Maintain a high level of employee engagement with your business policy and guidelines
When you use Salesforce data migration software, you can ensure that the data will be safely migrated and kept in different locations. They are renowned for their reliability. Therefore, it is wise to use their services for such kind of migration. Therefore, it is recommended that you use data migration software specifically designed for this purpose and have experienced professionals available at all times.
Crash or Wiper
In the recent past, there have been many instances where Salesforce has crashed, and therefore it has been noticed that your data has been lost due to this kind of situation. You may also lose your CRM records and other sensitive information quite often. Such a scenario can potentially ruin your business. Therefore, you must be aware that your system should never crash or even go down without updating it properly.
Salesforce has its bug fixes, upgrades, and patches. To ensure that your system is up to date and updated, you must make it a priority to regularly run the Security and Maintenance check on your system. Many people think that their Salesforce CRM data are never subject to data loss. However, there are still a few factors that affect the security of your database in different ways.
Therefore, for your safety, it must be one of your top priorities to consider using innovative data backups to protect from all possible threats such as human error, malicious threats, etc. You need not worry about losing all-important information because you have used the highly authentic Salesforce data backup service.
It is proven true that many individuals tend to make mistakes from time to time. You may be unaware that you can’t disconnect your Salesforce account until you are done with the process of user deletion. And if you are logged in to Salesforce at the moment, then your data is also at risk. You should ensure that anyone who knows your password has also set up their system to secure their personal information and vice versa.