L o g i c M o u n t

Salesforce Backup and Restore

Approximately two years after its initial announcement at Dreamforce ’21, Salesforce’s Backup and Restore product is now widely available for users. In an era where businesses heavily rely on cloud systems, the need for a specialized backup tool has become increasingly apparent. Consequently, Salesforce has introduced its own native backup and restore solution.

Over time, the importance of Salesforce backup products has grown significantly. Companies now consider Salesforce a central hub for their operations, and any downtime could result in severe disruptions. This underscores the critical necessity for dependable backup solutions.

While the threat of cyberattacks continues to rise, leading to costly data breaches, it’s important to note that backup is crucial for more than just protecting against hackers. Mistakes, automation errors, or data inaccuracies can also lead to data loss within Salesforce. As a result, backup plays a central role in maintaining a robust DevOps workflow. With the constant updates in continuous integration, having backups of both data and metadata becomes essential for restoring previous system states. This is precisely why Salesforce has introduced its native Backup and Restore product.

About Salesforce Backup and Restore

Salesforce’s most recent backup offering, Backup and Restore, is now accessible to all users. This solution provides powerful capabilities in an easy-to-use interface, seamlessly integrated into the Salesforce platform. Its primary goal is to assist customers in quickly recovering from data loss resulting from system malfunctions, human errors, and cyberattacks with simple, user-friendly actions.

Here are some of the backup features now widely accessible.

User-Friendly Interface: The interface is designed for simplicity, allowing users to select and restore data with ease using a point-and-click approach.

Comprehensive Logging: Extensive logs are available to support validation and auditing of user actions and policy execution.

Data Export: Users have the capability to download their backed-up data at the object level.

Consistent Automated Backups: Data is consistently protected through user-defined policies, reducing the risk of data loss.

Seamless Recovery: The recovery process is streamlined, ensuring minimal downtime and maximum productivity.

Enhanced Security: Data is encrypted both in storage and during transmission, strengthening security measures.

Inherent Control: Sensitive data remains within Salesforce’s infrastructure, maintaining trust boundaries.


While there are well-known Salesforce backup solutions offered on AppExchange, certain companies favor an in-house, native solution. In response to the increasing preference of customers seeking an integrated native choice, Salesforce has proactively created its own native solution. This fresh solution offers straightforward safeguarding against a range of threats, a necessity in today’s AI-driven era.


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