BACK-UP ARCHIVE


For enterprise-level organizations that handle significant amounts of customer data, an active and reliable back-up and archive strategy is essential. Without such a strategy, businesses risk encountering data loss or the degradation of customer information due the risk of unsafekeeping. This can be damaging to an organization’s reputation, and can even be costly if data custody duties are not undertaken properly. Salesforce staff in charge of release management, data backup and recovery, and security requirements have a great deal of responsibility to protect data and ensure its continued availability. Fortunately, there are several ways an effective back-up and archive strategy can help them do so.

An effective back-up and archive strategy begins with regular back-ups. This means making back-ups of all data, settings, and configurations on regularly scheduled intervals, such as daily, weekly, and monthly. This ensures that any changes or modifications made to the system can be recovered in case of an issue. Regular back-ups also make it possible to easily bring back historic data for reference or analysis when needed.

Once back-ups are taken regularly, it’s important to store them in a secure and safe place. This can be a physical storage system, off-site, or in the cloud. Storing back-ups off-site or in the cloud helps protect them further from physical damage or breaches, as well as provide a longer-term archive for the organization and its customers.

For those who store in the cloud, it is also important to encrypt the data according to industry regulations and standards. Regulations can be specific to both the industry and region where the company operates. Encrypting back-ups makes sure that any data stored in the cloud cannot be accessed easily by a malicious party.

Archiving programs should also be used as part of an effective back-up and archive strategy. An archiving program helps to keep customer data secure and organized. This is a must when it comes to longer-term storage needs and the establishment of process compliance standards. Salesforce staff can use an archiving program to ensure that customer data remains compliant with regulations and can be accessed if needed.

Finally, it is critical to develop a plan to restore data in case of an issue. This should include a backup plan and a recovery plan. The backup plan should outline who needs to be involved in the process, as well as when back-ups will be taken and how long they should be stored. The recovery plan should also include how to restore data in the event of a catastrophic data issue, such as a data breach.

An effective back-up and archive strategy is essential for any enterprise-level organization. Such a strategy helps to ensure the integrity and availability of customer data, allowing it to be securely stored and easily accessed when needed. Salesforce staff in charge of release management, data backup and recovery, and security requirements owe it to their customers to develop and utilize a reliable strategy. With the right strategy in place, these staff members can rest assured that customer data is properly secured and stored de facto.

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Faizan Ali

Faizan Ali
Salesforce Consultant at Turnitin