CzechDreamin Insights 2024

Top Backup Solutions to Secure Your Data!

CzechDreamin Insights 2024: Top Backup Solutions to Secure Your Data!
Iulian Chiriac: Speaker at CzechDreamin' Insights 2024
Iulian Chiriac

Salesforce Architect, Mekanys

Cyril Louis: Speaker at CzechDreamin' Insights 2024
Cyril Louis

CEO & Co-Founder, Mavericx

At CzechDreamin Insights 2024, thought leaders Iulian and Cyril took the stage to shed light on the ever-evolving data security landscape. As data breaches and cyber threats continue to rise, finding the right backup solution is crucial for safeguarding your business’s most valuable assets. In this blog, we’ll dive into the top backup solutions discussed at the event, exploring their key features and how they can help you stay ahead in protecting your data. Whether navigating the complexities of Salesforce or seeking robust cloud-based security, these insights will guide you toward making the best choices for your organization.

CzechDreamin Highlights

Mekanys Team's Experience

The Mekanys team was honored to participate in CzechDreamin, an exciting event that celebrates the achievements and innovations within the Salesforce community.

Our Talented Representatives

Cristina, Elena, Alexandru, and Constantin played a vital role in the gathering, showcasing our commitment to collaboration and excellence in the Salesforce ecosystem. Their presence highlighted Mekanys’ commitment to professional development and enabled us to connect with industry experts and colleagues, nurturing valuable relationships and perspectives.

Cristina Meier

Cristina Meier

Partner

Elena Mocan

Head of Sales

Alex Furtună

Sr. Salesforce Developer

Constantin Văcaru

Sr. Salesforce Developer

Key Takeaways from
Our CzechDreamin Experience

Networking Opportunities

We connected with diverse professionals, fostering valuable relationships within the Salesforce Ecosystem. Events like CzechDreamin are essential for building a robust professional network and exchanging innovative ideas.

Certification Success

Several team members seized the opportunity to enhance their skills by taking certification exams. We proudly announce that Alexandru Furtună passed the AI Associate exam, demonstrating our commitment to professional growth and excellence in the ever-evolving tech landscape.

Knowledge Sharing

The day's highlight was hearing from our own Iulian C., who shared insights alongside industry expert Cyril Louis. Their discussion informed attendees about current trends and inspired us to think critically about our roles in the Salesforce community.

CzechDreamin was a fantastic day filled with learning, collaboration, and inspiration. We’re excited to apply these experiences to our work at Mekanys and continue driving innovation in our field!

Technical Conference

What is CzechDreamin?

CzechDreamin is a unique, community-driven Salesforce conference in the Czech Republic, part of the global Dreamin series. Unlike major corporate events like Dreamforce or TrailheadDX, CzechDreamin emphasizes a more intimate, regional experience.

CzechDreamin brings Salesforce enthusiasts and professionals together for collaboration, knowledge sharing, and networking. It offers grassroots networking opportunities, fosters a strong community, and provides a platform for personal interactions. This event plays a crucial role in the Salesforce ecosystem. It offers regional insights and best practices and is ideal for deepening Salesforce expertise while experiencing Prague’s culture.

CzechDreamin: A unique, community-focused Salesforce conference in the Czech Republic with insights, networking, and best practices.

Prague Congress Centre, Prague, Czech Republic

Our Speakers

Backup solutions: same same but different. Understand which one is best for you.

In this session, Iulian and Cyril delved into the history of backup solutions, providing an overview of the evolution of backup technology. They also explored the existing vendor ecosystem, highlighting key players and innovations in the field.

Iulian Chiriac: Speaker at CzechDreamin' Insights 2024

Iulian Chiriac

Salesforce Architect, Mekanys

Iulian Chiriac is a seasoned technical architect at Mekanys with more than 15 years of experience in Salesforce. He has 16 active Salesforce certifications and has mentored over 200 students who have since become integral members of the Salesforce community.

Iulian’s dedication to lifelong learning drives his ongoing personal and professional development. This year, he is excited to share his extensive knowledge and experience as a speaker at his Dreamin’ event.

Cyril Louis

CEO & Co-Founder, Mavericx

Cyril Louis is the CEO of Mavericx, a Salesforce MVP, and a Platform Champion alumni with an impressive portfolio of 21 active certifications. As the Geneva User Group Leader and organizer of the Skiforce.co conference, Cyril plays a pivotal role in the Salesforce community.

A seasoned speaker, Cyril has graced the stages of numerous Dreamin’ events, including London’s Calling, FrenchTouch Dreamin’, Skiforce, North Africa Dreamin’, and Czech Dreamin’. He has also shared his expertise at major Salesforce events such as Dreamforce and the World Tour in cities including London, Paris, Zurich, and Lausanne. Cyril’s extensive experience and leadership make him a highly valued contributor to the Salesforce ecosystem.

Cyril Louis: Speaker at CzechDreamin' Insights 2024
Data Security

Business Impact of Data Loss

Data loss and corruption events, often unnoticed or unresolved for days or weeks, can devastate a company. These incidents can lead to increased labor costs, decreased productivity, costly data-recovery efforts, compliance fines, reduced revenue, and significant reputational damage.

Increased Labor Costs

Companies can spend an average of 19-23 hours per employee dealing with data loss incidents, which can increase labor costs, especially considering the average hourly wage of IT and data recovery specialists.

Reduced Productivity

Data loss incidents can reduce productivity by up to 21%, as employees cannot access critical data and often wait for recovery processes to complete.

Data-Recovery Fees

The cost of data recovery services can range from $500 to $2,500 per incident, depending on the severity and type of data loss. This cost can increase significantly if specialized services are required.

Compliance Fines

Non-compliance with data protection regulations due to data loss can result in fines ranging from $10,000 to $20 million, or up to 4% of annual global turnover, depending on the jurisdiction and severity of the incident.

Decreased Revenue

Data loss could cause operational disruptions that lead to revenue decreases of 4-9% for companies, with data-dependent sectors experiencing even larger impacts.

Loss of Reputation

54% of companies have reported that data breaches have negatively impacted their reputation and brand value, leading to lost customer trust and potential future business.

Why data security is important to your business?

In today’s digital landscape, protecting your data is more critical than ever. When businesses control their data backup processes, they ensure the safe storage of crucial information and the ability to restore it quickly when needed.

This proactive approach can prevent disruptive business interruptions, allowing companies to focus less on data recovery and more on seizing growth opportunities. A customer-controlled data backup solution is not just a safeguard; it’s a strategic asset that empowers businesses to thrive.

Data Security Risks

Common Data Threats

Maintaining data integrity and security is critical for organizations that handle essential business data in Salesforce environments. Various threats, from human errors to cyberattacks, can risk this data and disrupt operations. Understanding these common risks is crucial for implementing effective data management strategies and safeguarding against potential breaches.

1

Human Errors

Human error is a leading cause of data loss and corruption in Salesforce environments. Simple mistakes such as accidental mass deletions, improper data overwrites, and the misuse of excessive admin privileges can lead to significant issues. These errors often arise from misunderstandings, lack of training, or simple oversight. 

Humans are responsible for the error for nearly 50% of all data loss and corruption incidents in Salesforce. Addressing these risks involves implementing robust data management practices, providing comprehensive and ongoing training for users on best data handling practices, and utilizing advanced tools to prevent and recover from errors.

2

Integration Errors

When integrating internal systems and applications, default configurations or modifications to these settings can lead to unforeseen issues, potentially resulting in data loss or corruption.

It is crucial to thoroughly assess and adjust configurations during integration to ensure compatibility and stability. By proactively managing these settings, organizations can minimize the risk of unexpected behavior and protect data integrity.

3

Migration Errors

Migrations refer to transferring data, such as moving information from one Salesforce instance to another. These transitions are essential for consolidating large datasets and executing complex transformations.

However, they risk incorrect data overwriting, which can lead to significant issues. Minimizing risks requires implementing thorough validation procedures and conducting comprehensive testing before finalizing the migration.

Data integrity and accuracy during these transitions help maintain reliable and accurate records across systems.

4

Bad Code

Developers and administrators are crucial in impacting data across various objects within a company’s Salesforce environment when working on applications, workflows, and system updates.

Utilizing inadequately tested code or irrelevant test data can lead to severe data and metadata corruption in the production environment. Avoiding such issues requires ensuring rigorous testing and validation processes are in place before deploying changes to production.

5

Cyberattacks/ Malicious Intent

Ransomware attacks, malware, and identity theft undoubtedly pose significant threats to data security.

However, risks can also arise from within the organization. Disgruntled employees, for example, may deliberately delete or overwrite live data and empty the recycling bin, making recovery difficult or impossible.

Robust access controls, monitoring systems, and data protection measures are essential to safeguard against such internal threats.

"What organizations really want is peace of mind, the assurance that they’ve done everything they need to protect themselves against threats, malicious actors, and human error. A data resiliency strategy is a critical component of that effort."
Marla Hay: Vice President of Product, Security and Privacy at Salesforce
Marla Hay
Vice president of product for security and privacy at Salesforce
RPO & RTO

Data Backup and Recovery Solutions

In today’s data-driven world, guaranteeing business operations after a disaster is critical. Two key metrics guiding businesses in disaster recovery planning are the Recovery Point Objective (RPO) and Recovery Time Objective (RTO). These metrics help organizations determine how much data they can afford to lose and how quickly they need to restore operations after a disruption. Let’s dive deeper into what these terms mean and why they matter.

RPO and RTO are the metrics that guide disaster recovery planning, as detailed in CzechDreamin Insights 2024.
RPO Definition

What is a recovery point objective?

RPO defines the maximum acceptable data loss in time, guiding backup frequency, as explained at CzechDreamin Insights 2024.

RPO is the maximum acceptable amount of data loss measured in time. It answers the question: “How much data can our organization afford to lose before it impacts our business operations?”

Frequency of Backups: RPO dictates how often you should back up your data. If your RPO is 24 hours, you should back up your data daily. If it’s 2 hours, backups need to be more frequent.

Impact of Data Loss: A short RPO minimizes data loss but requires more frequent backups, which can be resource-intensive. A longer RPO reduces backup frequency but increases potential data loss.

Why RPO Matters:Setting an appropriate RPO is essential for data recovery planning. It helps businesses minimize data loss by determining the optimal backup frequency, ensuring that critical data is always up-to-date and available for recovery.

RTO Definition

What is a recovery time objective?

RTO is the maximum acceptable time to restore normal operations after a disaster. It answers the question: “How long can our business tolerate downtime before it significantly impacts our operations?”

Downtime Tolerance: RTO represents the duration of downtime your business can handle before facing detrimental impacts. A shorter RTO requires a more robust and potentially costly recovery plan.

Recovery Steps: RTO includes the time needed to detect the issue, plan the recovery process, and fully restore operations.

Why RTO Matters: Setting an appropriate RTO is crucial for data recovery planning. It helps businesses plan the recovery process, set realistic expectations for employees and customers, and minimize downtime, which can affect revenue and reputation.

RTO defines the maximum downtime a business can handle before significant disruption, as highlighted at CzechDreamin Insights 2024.
Data Types

Best Practices for Backup Data

Salesforce is a powerful platform for managing your business operations, but even the most robust systems need a reliable data backup strategy. To effectively protect your organization from data loss, it is crucial to comprehend the distinctions between data and metadata and the best practices for backing them up.

Data

Data includes all the records within your Salesforce environment, such as Accounts, Contacts, Leads, Opportunities, Cases, Contracts, and custom objects. It also encompasses files, content, and Chatter posts.

Metadata

Metadata refers to the configuration settings defining your Salesforce instance. These include custom fields, page layouts, Reports, Dashboards, and code custom like Apex and Visualforce. Metadata is the blueprint that shapes how your data is structured and interacted with.

As a Salesforce administrator, developer, or user with advanced permissions, you are crucial in implementing a well-planned Salesforce data backup strategy. By understanding the types of information you need to protect and following these best practices, you can ensure that your Salesforce environment remains resilient against data loss and configuration errors.

CzechDreamin Insights 2024 event highlights the importance of backing up Salesforce Data & Metadata to prevent irreversible errors.

Even with the best processes in place, mistakes can happen. Accidentally, users or administrators may delete large amounts of data or modify records, only to realize later that they made an error. With tools like Salesforce's Data Loader, it's easy to delete or update records, and a single mistake in your source file or field mapping could lead to significant data loss. That's why having a regular data backup routine and performing a manual, point-in-time backup before undertaking major data projects is vital.

As with data, administrators, developers, or users with advanced permissions can inadvertently change your metadata. This change could involve adding or deleting custom fields, altering page layouts, modifying or deleting Reports and Dashboards, or changing custom code. Backing up your metadata is critical because many changes cannot be canceled.

History of Salesforce Backup

Salesforce’s backup and recovery services evolved from simple manual exports to the introduction, retirement, and final replacement of the Data Recovery Service with the more advanced Salesforce Backup & Restore service. This progression highlights Salesforce’s commitment to improving data protection and user reliability.
Salesforce Backup evolution: From manual exports to advanced Backup & Restore, as highlighted at CzechDreamin Insights 2024.
1

Native Salesforce Backup

Backup Data

The following methods are available for backup data:

Salesforce Backup
Backup and Restore Managed Package
Data Export Service
Manual or scheduled exports of your data via the UI.
Data Loader
Manual on-demand exports of your data via the API.
Report Export
Manual on-demand exports of your data via reports.
Backup Metadata

The following methods are available for backup metadata:

Change Sets
Copy metadata from your production org to a sandbox or developer org.
Sandbox Refresh
By refreshing a related sandbox, your configuration metadata is copied over automatically.
2

Data Recovery Service Started​

The comprehensive disaster recovery plan has established a new data recovery service to ensure swift and effective restoration of critical information in the event of any operational disruption. However, there are some fundamental limitations and considerations to be aware of:

Recovery Point Objective (RPO)
The service can recover data up to 2 months before the disaster event, which means any data created or modified within this period might be lost.
Recovery Time Objective (RTO)
It takes substantial time to restore the system, with an estimated recovery window of 6 to 8 weeks.
Lack of Granularity
The data recovery service lacks granularity, which indicates that it cannot precisely target specific files or time points for recovery.
Manual Process
Recovery actions are carried out manually during the restoration process, which may lead to delays and errors.
Cost
The service is costly, priced at around $10,000, which may be a significant investment depending on the scale and frequency of potential disasters.
3

Data Recovery Service Retired

Reason for Retirement
Salesforce has decided to retire their Data Recovery Service. The decision was made because the service did not align with Salesforce's high standards for customer success and trust.
Implication
Salesforce focuses on solutions that better meet customer needs and expectations, ensuring their services provide robust and reliable data protection and recovery options.
4

Data Recovery Service (re)Started

Reason for Retirement
Salesforce has reinstated its Data Recovery Service following significant customer feedback.
Customer Dependence
Many customers relied on this service as a critical component of their backup and restore strategy because Salesforce did not offer a native alternative.
5

Data Recovery Service (re)Retired

Final Retirement
Salesforce has permanently retired its Data Recovery Service.
Shift to Market-Standard Solutions
The decision reflects Salesforce's focus on providing market-standard solutions that meet customer needs and align with industry practices.
6

Salesforce Backup & Restore

Announcement
During Dreamforce, Salesforce officially introduced its new Backup & Restore service.
Status
The service is currently in the Pilot/Beta phase, allowing early access for selected users to test and provide feedback.
DISCOVERY

Vendor Ecosystem in Salesforce

Salesforce AppExchange partners provide advanced third-party backup solutions that enhance data and metadata protection. These specialized tools frequently offer more extensive backup features than the native Salesforce solution.

Out-of-the-box
Salesforce Backup
Salesforce Backup is a native solution for protecting critical CRM data within Salesforce's secure environment, ensuring comprehensive data safety and reliability.
Historical Players
Own Data Platform
The Own Data Platform simplifies managing your SaaS data, ensuring its availability, compliance, and security, and unlocks new ways to use that data to transform your business.

Odaseva

Odaseva is Salesforce's top enterprise data platform, delivering advanced data recovery, security, privacy, and agility to ensure optimal data management and protection.

CloudAlly

SaaS Data Protection Platform with CloudAlly safeguards Salesforce data, metadata, and Chatter feeds, ensuring robust security and reliable recovery.
Niche Actors
Grax
GRAX's Salesforce Data Protection secures your data across its lifecycle—backup, reuse, and archive—ensuring complete data safety and accessibility.
Spanning
Spanning, a leader in SaaS backup for Salesforce, proactively safeguards mission-critical data with secure, automated backups that are affordable and exceptionally easy to use.
Keepit
Keepit offers advanced SaaS data protection, securing data in a vendor-independent cloud to safeguard critical applications, enhance cyber resilience, and future-proof your data.
Coming from DevOps
AutoRabit
AutoRABIT for Salesforce DevSecOps offers the fastest CI/CD and automated release management tools, streamlining Salesforce application deployments with enhanced efficiency.
Gearset
Gearset provides a comprehensive platform for unmatched deployment success, continuous delivery, automated testing, and backups, all in one powerful solution.
Flosum
Flosum is the fastest, most secure, 100% native Salesforce platform built on a trust framework for data backup, DevOps, and security orchestration.
Large Players
Veeam
Veeam provides secure backup and rapid ransomware recovery for any app, data, or cloud. It enhances data resilience with comprehensive backup, recovery, and security across all environments.
AvePoint
AvePoint delivers secure, disciplined data management for digital systems, simplifying collaboration while saving money, boosting productivity, and enabling more intelligent decisions.
Skyvia
Skyvia is an all-in-one cloud data platform offering no-code data integration, cloud-to-cloud backup, SQL-based management, and OData interface access.
Marketing Cloud Specific
Stashr
Stashr.io provides backup, version control, and asset recovery for Salesforce Marketing Cloud, ensuring comprehensive data protection and seamless asset management.
Backup Solutions

Out-of-the-box: Salesforce Backup

It is crucial to understand the distinctive features that can significantly impact your data management strategy when evaluating Salesforce backup solutions. The Salesforce Backup solution provides multiple benefits that streamline and secure your backup processes. As a result, this solution is well-suited for organizations seeking a reliable and efficient backup option, ensuring data integrity and security within the Salesforce ecosystem.

Salesforce Backup: An Out-of-the-Box Solution
100% Salesforce Native

Salesforce Backup is a native solution for safeguarding critical CRM data within the Salesforce trust boundary.

Easy-to-Use Interface

The intuitive point-and-click interface allows users to manage their backups effortlessly without needing advanced technical skills.

Recent Products

As a new offering, this backup solution currently has a limited feature scope, focusing on essential functionalities such as backup frequency and data granularity.

Separate Storage

While the backups are stored separately on the same server as the primary data, they remain within the same infrastructure for efficient management and security.

Minimum Fees

The solution comes with minimum fees, making it less suitable for small and medium-sized businesses (SMBs) seeking cost-effective options.

Ideal for Corporate Use

This backup solution is well-suited for corporate environments, offering robust and reliable data protection tailored to the needs of larger organizations.

Backup Solutions

Historical Player: Own

Own Data Platform: A Historical Player in Salesforce Backup and Recovery

Assessing third-party backup solutions requires thoroughly evaluating features that can significantly enhance your data management and security. Own Backup Solution, a prominent player in the market, delivers a range of advanced capabilities tailored to meet enterprise-level operations. These features offer an efficient and scalable backup solution that enhances data security, supports management, and enables analytics, making it an ideal choice for large organizations.

Encryption & BYOK

Own solution offers robust encryption capabilities, including Bring Your Own Key (BYOK), for enhanced data security and compliance.

High-Frequency Backup

Enjoy backup frequencies as high as every hour, ensuring minimal data loss in the event of an incident.

Proactive Alerts

Features like Data Vulnerability Score and Smart Classification provide proactive alerts to help prevent potential data issues.

Data Security

The solution excels in identifying data breaches and sensitive data exposures, offering peace of mind for your organization.

Data Analytics

Leverage historical SaaS data analytics to fuel trend analysis and insights, driving informed business decisions.

Machine Learning

Advanced machine learning capabilities enable AI-driven decisions, helping to automate and optimize data management.

Business Model

Pricing is based on the number of active users in your production environment, providing a scalable solution for your business needs.

Ideal for Enterprise

This solution is a perfect fit for enterprises, offering comprehensive features designed to meet the demands of large-scale operations.

Backup Solutions

Historical Player: Odaseva

Odaseva stands out when exploring third-party backup solutions, especially with its advanced features designed to address the complex needs of large-scale enterprises. These capabilities, collectively, offer a backup solution that improves data security, compliance, and management efficiency. Therefore, Odaseva is an excellent choice for enterprises seeking a robust backup strategy.

Odeseva: A Historical Player in Salesforce Backup and Restore Solutions

Zero-Trust Approach

Odaseva enforces a zero-trust security model to protect data through strict access controls and continuous verification.

BYOK and Data Residency as a Service

The solution supports Bring Your Own Key (BYOK) encryption and offers Data Residency as a Service, allowing businesses to meet compliance requirements regarding data location and security.

High-Frequency Backups

Odaseva enables data, files, and metadata backups as frequently as every 15 minutes, minimizing potential data loss and ensuring up-to-date recovery points.

Flexible Management

Backups can be managed through various interfaces, including a web app, API, or command line interface, offering flexibility to suit different operational needs.

Business Model

The pricing structure is based on your production environment's data and file storage, making it a scalable solution for growing businesses.

Ideal for Enterprise

Odaseva is particularly well-suited for enterprises, offering advanced features and robust data protection tailored to large-scale operations.

Backup Solutions

Historical Player: CloudAlly

Cloudally: A Historical Player in Salesforce Backup and Restore Solutions

CloudAlly offers a range of features designed to simplify data protection while catering to small and medium-sized businesses (SMBs) and larger corporate environments. This backup solution is simple, adaptable, and efficient, making it a strong competitor for organizations of various sizes and industries requiring reliable data protection.

Simple and Intuitive UI

CloudAlly offers a user-friendly interface that is easy to navigate, making setup and ongoing management straightforward and accessible for all users.

Threshold Alerts

The solution provides proactive alerts based on specific thresholds for data creation, modification, and deletion, allowing for timely intervention and enhanced data protection.

Business Model

Pricing is based on the number of active users in your production environment, providing a flexible and scalable option.

Ideal for SMB and Corporate

CloudAlly is well-suited for both small and medium-sized businesses (SMBs) and corporate environments, offering a balance of simplicity and robust functionality to meet diverse business needs.

Backup Solutions

Niche actor: GRAX

Grax stands out among backup solutions with innovative features for enterprises prioritizing flexibility, control, and deep data insights. Consequently, this solution offers a robust and flexible framework for enterprises requiring advanced data control, flexibility, and analytical capabilities.

Grax: A Niche Actor in Salesforce Backup and Restore Solutions

Customer Data Ownership

GRAX operates on the philosophy that customers should have full ownership and control of their data, ensuring they maintain autonomy over their information.

BYOS/BYOC/BYOK

GRAX supports Bring Your Own Storage (BYOS), Bring Your Own Cloud (BYOC), and Bring Your Own Key (BYOK) across significant platforms like AWS, Azure, GCP, and on-premise environments, offering flexibility in how and where your data is stored and secured.

Time-Machine Analysis

GRAX includes a time-machine feature that allows you to analyze data at different points between backups, providing valuable insights into changes over time.

Data Lake Integration

Backups are continuously fed into a Data Lake, enabling comprehensive analysis and understanding of data evolution and trends.

Data Trend Analysis

The solution offers tools for analyzing data trends and helping businesses make informed decisions based on historical data.

Org-Based Pricing

GRAX's pricing model is based on the organization level rather than the number of users or storage, making it a unique and scalable option for large enterprises.

Ideal for Enterprise

GRAX is particularly well-suited for enterprise-level organizations, providing advanced features that cater to the complex needs of large-scale operations.

Backup Solutions

Niche actor: Spanning

Spanning: A Niche Actorin Salesforce Backup Solutions

Spanning offers a suite of features designed to meet the demands of corporate environments, with a focus on flexibility, security, and scalability. These features create a robust and adaptable backup solution, making Spanning an excellent choice for organizations seeking secure, scalable, and flexible data protection options.

Daily and On-Demand Backups

Spanning provides daily backups, with the flexibility to perform on-demand backups at any time on AWS, ensuring that your data is always protected and up to date.

Unlimited Storage & Retention

The solution offers unlimited storage and uncapped backup retention, allowing you to store as much data as needed without worrying about limits.

BYOK Encryption

Spanning supports Bring Your Own Key (BYOK) encryption, allowing you to maintain control over your data security.

Intrusion Detection & File Integrity

The solution includes advanced intrusion detection and file integrity analysis, paired with real-time alerting, to respond quickly to potential security threats.

User-Based Pricing

Pricing is structured per active user in your Production Org, making it a scalable solution that aligns with your business growth.

Ideal for Corporate

Spanning is an excellent fit for corporate environments, offering robust features and flexible backup options to meet the needs of larger organizations.

Backup Solutions

Niche actor: Keepit

Keepit provides unique features tailored to deliver comprehensive data protection focused on simplicity and flexibility. This user-friendly solution ensures dependable protection and offers flexible pricing options, positioning it as a strong option for businesses seeking an easy and efficient backup strategy.

Keepit: A Niche Actor in Salesforce Backup and Restore Solutions

Unlimited Incremental Backups

Keepit provides unlimited incremental data backups daily, ensuring all changes are captured and stored without exceeding storage limits.

No BYOC/BYOS/BYOK

Keepit does not support Bring Your Own Cloud (BYOC), Bring Your Own Storage (BYOS), or Bring Your Own Key (BYOK), focusing instead on a streamlined, managed approach to data backup and security.

Tiered Pricing Model

Keepit’s pricing is based on the number of active users in your Production Org and is tiered according to the data retention period, offering flexibility based on your data storage needs.

Ideal for SMB and Corporate

Keepit is well-suited for both small and medium-sized businesses (SMBs) and corporate environments, providing a balance of simplicity and robust functionality to meet diverse business needs.

Backup Solutions

Coming from DevOps: Autorabit

AutoRABIT: Leading Salesforce Data & Metadata Backup Solutions for DevOps

AutoRABIT stands out with its robust and versatile features, specifically to meet the demands of complex and large-scale environments. This sophisticated backup solution offers extensive protection, flexible storage options, and resilient security measures, aligning well with the requirements of corporate and large-scale environments.

Metadata & Data Backup and Restore

AutoRABIT provides comprehensive backup and restore capabilities for metadata and data, ensuring complete protection and quick recovery of all critical information.

Backup and Archive with BYOS/BYOC

The solution supports Bring Your Own Storage (BYOS) and Bring Your Own Cloud (BYOC) across multiple platforms, including AWS, GCP, Azure, and SAN environments, offering flexibility in where and how your data is stored.

BYOK Compliant

AutoRABIT complies with Bring Your Own Key (BYOK) encryption, allowing you to maintain control over your encryption keys and data security.

Ideal for Corporate

AutoRABIT is a strong fit for corporate environments, offering advanced backup, archiving, and security features designed to meet the needs of larger organizations.

Backup Solutions

Coming from DevOps: Gearset

Gearset provides a range of features to ensure robust protection and efficient data management for Salesforce environments. It serves as a reliable backup solution, offering comprehensive data protection, flexible recovery options, and scalable pricing to cater to organizations’ diverse needs.

Gearset: Salesforce Data & Metadata Backup Solutions for DevOps

Complete Metadata & Data Backup and Restore

Gearset offers comprehensive backup and restore capabilities for metadata and data, ensuring the protection of all critical components of your Salesforce environment.

High-Frequency Backups

The solution provides critical object backups as frequently as every hour, minimizing data loss and ensuring quick recovery points in the event of an incident.

AWS-Based Storage

Gearset stores all backups on its AWS Infrastructure as a Service (IaaS), though it does not support Azure, Bring Your Own Storage (BYOS), or Bring Your Own Cloud (BYOC), focusing on a managed approach to backup storage.

User-Based Pricing

The pricing model is based on the number of active users in your Production environment, excluding Experience Cloud users, making it a scalable option for various business sizes.

Ideal for SMB and Corporate

Gearset is well-suited for small and medium-sized businesses (SMBs) and corporate environments, offering robust features catering to various organizational needs.

Backup Solutions

Coming from DevOps: Flosum

Flosum: Salesforce Data & Metadata Backup Solutions for DevOps

Flosum offers a backup solution designed for Salesforce, providing seamless integration with your Salesforce environment and comprehensive data protection. Flosum’s integration and flexible pricing make it a reliable and adaptable backup solution for businesses of all sizes, from small startups to large corporations.

Complete Salesforce-Native Suite

Flosum offers a fully native suite of tools designed specifically for Salesforce, ensuring seamless integration and compatibility with your environment.

Metadata & Data Backup and Restore

The solution provides comprehensive backup and restore capabilities for metadata and data, protecting all aspects of your Salesforce instance.

Backup and Archive

Flosum includes robust backup and archiving features, ensuring that your data is securely stored and easily retrievable when needed.

Flexible Pricing Model

Flosum offers a flexible pricing structure tailored to per-user or data-based pricing, accommodating different organizational needs and budgets.

Ideal for SMB and Corporate

The solution is well-suited for small and medium-sized businesses (SMBs) and corporate environments, providing scalable options for a range of business sizes.

Backup Solutions

Large player: Veeam

Veeam stands out as a robust and adaptable backup solution with advanced features designed for enterprise-level needs and beyond. This solution’s versatility, detailed control, and scalability highlight Veeam’s strength, making it ideal for large-scale operations and complex IT environments.

Veeam: A Large Player in Salesforce Backup Solutions

Versatile and Configurable

Veeam offers a highly versatile and configurable backup solution suitable for use at the Enterprise level and beyond Salesforce. It allows integration with a wide range of systems and applications.

API Calls Policy

Veeam includes an API calls policy that helps manage thresholds and limits, providing fine-grained control over backup operations and system performance.

Restoration of Large Data Sets

While Veeam provides robust backup capabilities, users may experience issues or time-consuming processes when restoring massive data sets.

Ideal for Corporate and Enterprise

Veeam is best suited for corporate and enterprise environments, offering advanced features and scalability to meet the needs of large organizations and complex IT infrastructures.

Backup Solutions

Large player: AvePoint

Avepoint: A Large Player in Salesforce Backup and Restore Solutions

AvePoint offers a powerful and flexible backup solution with advanced features tailored to corporate and enterprise environments. It supports the diverse requirements of large-scale operations, ensuring regular and adaptable data protection, advanced security measures, and scalable pricing.

Frequent Backups

AvePoint provides backup capabilities with a frequency of up to every 6 hours, ensuring that your data is consistently protected and up-to-date.

BYOC/BYOS/BYOK

The solution supports Bring Your Own Cloud (BYOC), Bring Your Own Storage (BYOS), and Bring Your Own Key (BYOK), offering flexibility in how and where your data is stored and encrypted.

Machine-Learning Analysis

AvePoint employs machine-learning-based analysis to identify ransomware and unusual behaviors, enhancing your security posture. It also includes comparison features to analyze differences between backups and between a backup and the Production organization.

Marketing Cloud Data

Since April, AvePoint includes backup support for Marketing Cloud data, including DE (Data Extensions) and Lists, expanding its coverage for critical marketing information.

User-Based Pricing

The pricing model is based on the number of active users in the production environment, providing a scalable and cost-effective solution.

Ideal for Corporate and Enterprise

AvePoint is well-suited for corporate and enterprise environments, offering advanced backup, security, and analysis features to meet the needs of large organizations.

Backup Solutions

Large player: Skyvia

Skyvia emerges as a strong contender among backup solutions. Its features are designed to simplify data management while addressing diverse organizational needs. This flexible and user-friendly solution offers essential capabilities for managing data backups and integrations, making it suitable for various business sizes.

Skyvia: A Large Player in Salesforce Backup and Restore Solutions

Ease of Use

Skyvia is praised for its user-friendly interface, making navigating and managing your data backups and integrations easy.

Marketing Cloud Data

The solution includes support for Marketing Cloud data, covering Data Extensions (DE) and Lists, ensuring comprehensive backup of your marketing information.

Data Update Limits

On the free plan, you can update data only once per day. Depending on your plan, this limitation may affect how frequently you can synchronize data.

Connector Availability

Community feedback suggests that the tool would benefit from additional connectors to enhance its integration capabilities with a broader range of applications.

Versatile Fit

Skyvia is well-suited for small and medium-sized businesses (SMBs), as well as corporate and enterprise environments, providing scalable options that accommodate various organizational needs.

Backup Solutions

Marketing Cloud Specific: Stashr

Stashr Backup and Recovery for Salesforce Marketing Cloud

Stashr provides a specialized backup solution tailored to the unique needs of Marketing Cloud data protection. With features designed specifically for marketing operations, Stashr offers valuable protection for critical marketing components and flexible pricing options to support various organizational needs.

Marketing Cloud Focused

Stashr is specialized for Marketing Cloud, providing tailored backup solutions for various Marketing Cloud components.

Metadata Backup

The solution includes backup for automation metadata and Data Extension definitions, ensuring that critical automation configurations and data structures are preserved.

Content Builder and Shared Content

Stashr offers backup and versioning for Content Builder and Shared Content assets, enabling easy recovery and management of marketing content.

Automatic Restoration

Automatic restoration features are available for automation and asset recovery, streamlining the process of returning to a previous state.

Roadmap

Support for Journey Builder and Cloud Pages configuration is planned for future updates, expanding the range of backup and restoration options.

No Data Backup

Stashr does not include backup for Data Extensions (DE) or Lists, which limits its scope to metadata and content assets.

Free Plan

A free plan is available for manual backups, allowing users to test the solution before committing to a paid plan.

Activity-Based Pricing

The pricing model is based on activity types for automated backups, providing flexibility depending on your backup needs.

Ideal for Corporate and Enterprise

Stashr is well-suited for corporate and enterprise environments, offering specialized features designed to meet the needs of large-scale marketing operations.

Conclusion

Key Takeaways from CzechDreamin Insights 2024

CzechDreamin Insights 2024 provided invaluable insights into the critical importance of data backup solutions in today’s rapidly evolving digital landscape. The session, led by Salesforce experts Iulian Chiriac and Cyril Louis, illuminated the complexities of safeguarding your data amidst increasing cyber threats and data breaches.

The key to effective data management and protection lies in understanding your organization’s specific needs and selecting a backup solution that aligns with those requirements. Whether you’re managing Salesforce data or broader IT environments, having a robust backup strategy is not just a defensive measure but a strategic asset. By integrating best practices and leveraging advanced backup solutions, businesses can safeguard their data, mitigate risks, and maintain operational resilience in the face of unforeseen challenges. As cyber threats and complexities in data management continue to evolve, it is crucial to stay informed and adaptable. The insights shared at CzechDreamin Insights 2024 underscore the importance of a proactive approach to data security and backup, ensuring your organization remains resilient and prepared for the future.
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Cristina Josan

"Empower your journey with daily information; it fuels the growth of your knowledge, driving your curiosity, actions, and connections."

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