Myths and Facts About the Salesforce Weekly Export:

What You Don’t Know Might Surprise You

What We’ll Cover• Cloud and SaaS data loss• Myths and Facts

– The scope of the weekly / monthly export

– What Salesforce says about the export, and about backup and restore

• Stories from the community• Best practices

The Decentralization of Data Control

Users

Data

Application

Tools

Database

Network

OS

Hardware

Users

Data

Application

Tools

Database

Network

OS

Hardware

Users

Data

Application

Tools

Database

Network

OS

Hardware

Users

Data

Application

Tools

Database

Network

OS

Hardware

PaaSIaaSOn-Premises

SaaS

IT is responsible for business continuity, security & compliance. IT will want to know how you’re handling Salesforce re:

continuity.

SaaS Data Loss is Common1 in 3 companies using SaaS reported losing data1

– 64% of data loss due to user errors– 20% of data loss due to malicious intent– 7% due to application sync errors

“It’s time for infrastructure and operations (I&O) leaders to stop leaving the door open to data loss and start proactively protecting cloud data — before it’s too late.” – Rachel Dines, Forrester Analyst21Aberdeen Research “SaaS Data Loss: The Problem You Didn’t Know You Had”

2 Forrester Research “Back Up Your Critical Cloud Data Before It’s Too Late”

What’s the risk re: Salesforce data?

• It’s pretty big.– There were 1,927,929,231

transactions on July 9 according to Salesforce’s Trust site.

– If 0.005% of those suffered some error or issue where there’s data loss, then 963,965 transactions would be almost impossible to recover. That’s JUST IN ONE DAY.

– Data loss might not happen to you this week or this month…but if and when it does, it could be job-ending.

Myths and Facts About the Weekly ExportMYTH FACTThe weekly export backs up all my data, so I don’t need to worry about being able to restore things to the way they are – that’s what the weekly export is for.

The weekly export does back up your data in the export, but not metadata. So your reports and dashboards will all need to be recreated in the event of data loss.

As long as we have the export scheduled, it’s good enough to meet general IT governance, risk, and compliance processes.

Because it doesn’t enable a quick restore, it doesn’t support IT-level business continuity as defined by COBIT, Cloud Controls Matrix, NIST, HIPAA.

Many Admins lock down what end users can & cannot change, so it’s good enough to reduce the risk from end user actions.

People, processes, and tools are all imperfect – even the best MVP might make a mistake that requires a restore.

What are the gaps?

• It definitely doesn’t include metadata like triggers, reports and dashboards. – Knowledge Article Number 000003594

• The most important ways you or your systems integrator customized Salesforce (through the UI) – the business value it provides – isn’t included in the weekly export.

What does Salesforce say?• “While Salesforce.com backs up all data and can restore data,

it's important to back up and be able to restore your own salesforce.com data.” – Knowledge Article Number 000004037

• “Data Recovery is a last resort process where Salesforce.com Support can recover your data at a specific point in time, in the case that it has been permanently deleted or mangled during a data import. … Because of the manual intervention, there is a cost. … The price for this service is a minimum of $US 10K (Ten Thousand US Dollars). …we recommend that you use a partner backup solution that can be found on the AppExchange…” – Knowledge Article Number 000003594

Stories from the Community• Stress! “My data was corrupted at upsert—and there was

nothing I could do to restore it!” • Wasted time! “It takes hours to export. And when I have

to be OOO, I have to leave detailed instructions for others to do the export, and this isn’t easy.”

• IT security risk! “Sometimes I left the export on my hard drive for a week or two at a time until I could get around to loading it to other storage.”

Let’s Look at a Better Way• Here’s how to get control.

– Go to AppExchange, enter the word “backup,” and look for Salesforce partners like Spanning Backup for Salesforce.

– Trial Spanning for 14 days. You’ll see point-in-time restore, automatic daily backup, and a truly easy-to-use way to cut your risk. Test it!

Spanning Backup for SalesforceIndustry’s first and only “in-app” backup and direct restore solution for Salesforce• Automated daily and on-demand backups• On-page direct restore of Salesforce records• Includes data, metadata, files and customizations• Salesforce Chatter integration• Point-in-time, granular recovery

Security and Service Levels• Secure, certified Cloud infrastructure

– SSAE16 type II, TRUSTe Safe Harbor, Skyhigh Enterprise-Ready

– AES256 encryption, intrusion detection, active response• Service Level Agreement

– 99.9% Uptime, guaranteed daily backups

Best Practices✓ Use an AppExchange tool like Spanning Backup and

Restore to fill the Salesforce weekly export gaps.✓ Back up daily.✓ Automate your daily backup.✓ Do a manual backup before any significant change.✓ Empower end users to backup and restore those fields

they can edit.

Thank you!

Free trial: http://spanning.com/free-trial-salesforce/

Find us on the AppExchange!http://spanning.com/free-trial-

salesforce/