![]() ![]() Sandbox Refresh: By refreshing a sandbox, you are essentially taking a fresh copy of your production org.į Migration Tool: A more advanced tool that can be used with a command line interface to migrate changes from one org to another. ![]() Report Export: A simple way to export data out of Salesforce using the reports interface.Ĭhange Sets: You can use Change Sets to copy metadata from a Salesforce org to another, such as from production to a sandbox or developer org. This option requires more manual steps but does give you more control over the data you are exporting. This will organize your data into a set of CSV filesĭata Loader: This allows you to export data using the Data Loader. Backup & Restore is a paid add-on, and will automatically backup, as well as restore your data in the event of data loss.ĭata Export Service: Allows you to perform a manual or scheduled backup of your data via the Salesforce UI. The exception to this is Salesforce’s Backup & Restore tool, which was launched at Dreamforce ’21.īackup & Restore: Salesforce’s most comprehensive backup solution. 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. Metadata backups are just as important! Native Salesforce Backup Solutions Just as it makes your bones chill thinking about mass deleting thousands of records, can you imagine overwriting a complex Apex trigger with no backup in place? This could include features such as custom fields, page layouts, Apex triggers, or any other part of Salesforce that you have customized. Metadata is the information about your configuration in Salesforce. When you think of a Salesforce Backup solution, you are probably thinking of backing up Salesforce records, but it’s also important to backup your metadata. User Error: General mistakes from an admin or a user are entirely possible at any time.Rogue Automation: Deploying a buggy Apex Trigger or Flow that overwrites data could mean mass data loss or corruption. ![]() If a mistake has been made, records and field values can be wiped off the CRM forever.
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