![]() With so many departments touching Salesforce within an organization, from the sales department to marketing department, to IT, it can be hard to discover where issues are coming from and if they are human error, integration, or data corruption. If a mistake is made, can’t we just find it in Salesforce and fix it? As you can see, backing up data without metadata would be practically useless, as you not only lose critical data, but you also lose how it is connected to other data. ![]() The names of the fields such as the first name, and last name, that is metadata. When an account is created, let’s call the account Pete’s Bicycles, that is data. Here is an example of metadata in Salesforce. ![]() Simplified, metadata is the data that provides information about other data. What is Salesforce metadata and why is it important for backup? You also needed to proactively pull down these CSV files weekly, and many don’t realize that they NEED to take this step to recover their data until it’s too late. For example, retrieving it involves a zip file full of CSV files, and restoring is manual and time-consuming. The exception to this is Salesforce’s Backup & Restore tool, another key factor, is how accessible this backed up data is. Most of these tools are manual and will only export your data, they will not restore in the event of data loss. Salesforce provides numerous native tools that can be used to back up your data. There tends to be confusion around what Salesforce is backing up, how it can be retrieved and how long it will take to restore it. While data loss is inevitable within an organization, whether it be through human error, integration error, or data breach, being proactive about data protection is the first step to avoiding disruptions. Download our new 9 Reasons for Salesforce Backup HERE. The thought process has changed from if to when companies will need to recover from some type of data loss, and with Salesforce being such an intricate part of hundreds of thousands of organizations, backing up your Salesforce data has now become a necessity. If you are contacted by an individual claiming to represent Rubrik through messaging apps and/or receive an email from an individual using an email with any domain other than claiming to offer employment at Rubrik, please do not disclose any personal information, do not send any money, and contact so we can take appropriate steps.Data backup and recovery strategies for cloud and SaaS workloads have become hot topics among businesses large and small. ![]() Please note that Rubrik does not require prospective employees to pay any processing fees to secure employment and will never ask candidates to send us any money. Any legitimate Rubrik email will come from the domain. NOTICE TO CANDIDATES: Individuals with no connection to Rubrik or any of its subsidiaries and no authority to make employment offers on behalf of Rubrik may attempt to use our name in an effort to access personal information or money. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. ![]() Equal Opportunity Employer/Veterans/Disabled: Rubrik is an Equal Opportunity Employer. ![]()
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