Veeam Backup for Salesforce
There’s no arguing the growth and business criticality of Salesforce data, yet organizations rarely back it up. Even though Salesforce hosts its own infrastructure, this doesn’t replace the customer’s responsibility to protect themselves from data loss and data corruption.
Most Salesforce data loss and corruption incidents can go unnoticed for days, weeks or even longer. Reasons for this include human error, integration issues, accidental or malicious data corruption and poor data hygiene.
Can you restore your Salesforce data? Dec 1, 2022 - 2 min read
Salesforce recommends that their customers develop a Salesforce backup strategy as a part of their overall data management and security model. Even with the best intentions, human error, integration issues, accidental or malicious data corruption and other data loss issues can occur. Backing up your Salesforce data provides you with complete control and easier access to restores after these incidents happen.
Human Error - Administrator
Human Error - User
Human Error - Developer
Human Error - Over-priviledged Users
Humam Error - Salesforce
Integration Error
Data Corruption - Accidental
Data Corruption - Malicious
Poor Data Hygiene
"Salesforce data specifically refers to all your business data residing inside of Salesforce. This includes Accounts, Contacts, Leads, Opportunities, Cases, Contracts, custom object records, files, attachments and much more."
"Salesforce metadata refers to all your configuration settings, such as custom fields, reports, dashboards, page layouts and custom code like Apex and Visualforce. It also includes the interdependencies and hierarchy of Salesforce data. For example, an Account has certain Contacts, Opportunities and Contracts connected to it. Think of Salesforce metadata as the glue that connects everything together. When something is deleted, lost or corrupt in Salesforce, so is the metadata. So, when restoring Salesforce data, it is critically important that the metadata is also restored and reconnected. For a salesforce backup solution to be effective, it must also be a metadata backup solution."
Who should back up Salesforce? - Nov 21, 2022 - 2 min to read
What is the Veeam Backup for Salesforce?
"Veeam Backup for Salesforce eliminates the risk of losing your Salesforce data and metadata — so that your business is reliably protected with automated backups and stress‑free recovery."
"Organizations must unfortunately accept the reality that their business is vulnerable to data loss, so they need to protect their Salesforce data immediately."
Veeam Backup for Salesforce includes...
"Salesforce-native backup: Purpose-built to backup and restore Salesforce data and metadata using native APIs"
"Fast and flexible recovery: Recover Salesforce records, hierarchies, fields, files and metadata."
"Not a SaaS backup vendor: Complete control of your data. Avoid lock-in and deploy it anywhere."
Veeam Backup for Salesforce – Integrating With Azure Active Directory for RBAC
Architecture Overview (Click on image)
Questions...
How would it impact you, your team or the business if you were unable to quickly and fully recover Salesforce data from a common, everyday data loss scenario?
Without knowing who to contact, who will have it back up and running?
Important Links...
Veeam Backup for Salesforce Licensing
"Veeam Backup for Salesforce is licensed per User. A User is defined as a Salesforce user license reported by the Salesforce platform. Only licensed users of the Salesforce production organizations whose data is protected are counted, users of sandbox instances and Developer Edition organizations are excluded."
"Community Edition — The built-in license that allows you to protect up to 50 Users free of charge. This license comes without any technical support. Only community and best-effort technical support are available."
Veeam Backup for Salesforce Managing Users
Roles: "Administrator", "Backup operator", "Restore operator", "Viewer"
A technical deep dive into Veeam Backup for Salesforce - November 9, 2022 - 6 min to read
BusinessWire - Veeam Announces Veeam Backup for Salesforce on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
ec-mea.com - Veeam Backup for Salesforce eliminates risk of losing data, metadata due to human error
The Essential Guide to Salesforce Metadata Backup - July 6 2023 -
"...safeguarding your Salesforce metadata is vital for maintaining the stability and consistency of your business operations. Neglecting its backup can lead to detrimental consequences. However, with Veeam Backup for Salesforce, you can confidently protect your Salesforce data and metadata, ensuring business continuity and peace of mind in the face of any data-related challenges or security threats."
KB4240 - How to connect Veeam Backup for Salesforce with Salesforce CRM
"This article documents how to create a connected app in Salesforce to integrate with Veeam Backup for Salesforce via Salesforce API. A Connected App with proper permissions is required for Veeam Backup for Salesforce to integrate with Salesforce API using the OAuth 2.0 protocol."
Why back up Salesforce? - Jason Buffington
Useful Veeam Backup for SalesForce links...
Veeam.com - Veeam Backup for Salesforce
"Veeam® Backup for Salesforce eliminates the risk of losing your data and metadata due to human error, integration issues or other Salesforce data loss scenarios."
IMPORTANT NOTE: Look at "Special Offer!" and "Unlimited Offer!" under the "Pricing & Packaging" section.
9 Reasons for Salesforce Backup
"This 5-minute easy-to-read document will explain why it is so important to backup your Salesforce data and metadata."
"Guide to safeguard your Salesforce data"
Anthony Spiteri - Announced – Veeam Backup for Salesforce
"Veeam® Backup for Salesforce eliminates the risk of losing your Salesforce data and metadata so that your business is reliably protected with automated backups and stress‑free recovery. With Veeam, you can securely backup Salesforce data and metadata to anywhere – on‑premises, AWS, Azure + more and Quickly restore Salesforce data from loss or corruption, Protect against security threats or human error and Simplify Salesforce data compliance and minimize risk"
The Register - Veeam to productise in-house Salesforce backup tools - Simon Sharwood
“What makes this new product very special is the fact that essentially we made a box product out of our internal home-grown solution for Salesforce backup,”
Blocks and Files - Blocks and files - Veeam launches Backup for Salesforce - October 28, 2022 - Chris Mellor
“Mass data imports are common for most organizations that use Salesforce, and these imports are the number one reason for data corruption and deletion.”
GreyMatter.com - The new Veeam Backup for Salesforce is here - October 31, 2022 - Leanne Bevan
"Often organisations rarely backup Salesforce until it is too late and the data is lost. Despite Salesforce managing the infrastructure, it is YOUR responsibility to protect Salesforce from data loss and data corruption."
TechTarget - Veeam Backup for Salesforce seeks to protect user data - October 13, 2022 - Paul Crocetti
"Users will be able to back up in the cloud and on premises. On the recovery side, Veeam Backup for Salesforce will have flexible and granular search and restore of data records, metadata, attachments and files, Allan said. It will also include data and metadata comparison."
APIs: Salesforce Developer Limits and Allocations Quick Reference