As businesses increasingly entrust their most valuable information to the Salesforce ecosystem, the need for robust Backup and Recovery solutions becomes paramount.

In this article, we will delve into the fundamental aspects of the market, providing insights into the current state of Salesforce data protection.

Exploring the Webinar: A CIO's Guide to Salesforce Data and Security

Flosum recently hosted a webinar, serving as a comprehensive guide for Chief Information Officers (CIOs) to navigate the complex world of Salesforce data and security. This webinar provides invaluable insights into data security, illuminating the statistical backdrop from extensive market research on data backup and recovery. More importantly, it offers guidance on constructing cutting-edge backup and recovery solutions tailored to the year 2023 and beyond. To gain a deeper understanding of this topic, you can access our recorded webinar here. 




1. The Adoption of Salesforce Backup and Recovery Solutions

To grasp the panorama of data protection, it's essential to scrutinize the adoption of Salesforce backup and recovery solutions. At Flosum, we collected an expansive survey of the data backup and recovery market. Within the market, an impressive 67% of organizations have already integrated Salesforce backup solutions. This statistic signifies the growing awareness of the imperative to safeguard data and configurations within the Salesforce ecosystem.



However, upon closer examination, we uncovered an interesting nuance. While 80% of Salesforce users claim to have a solution in place, only 50% of decision-makers concur, indicating a potential disconnect regarding what constitutes a complete backup solution within organizations.

2. The Crucial Test of Your Backup Solution

Our research highlights that 56% of respondents claim to have tested their backup solution. However, the Salesforce environment involves numerous components that require testing and recovery. Most users and decision-makers tend to assume that their data is adequately protected.

When assessing your current solution, several key considerations come into play:

  • Metadata, a crucial component, often requires meticulous attention in backup configurations.
  • Can you replicate the process to restore data accurately? Many manual steps may be necessary when restoring data within a system like Salesforce.

3. Key Players in the Evaluation Process for Salesforce Backup

Through our market research, Flosum discovered that Vice Presidents of Platforms and their team, including architects and the information security team, are primarily responsible for initiating the evaluation of a Salesforce backup and restore solution.

While other departments are informed about the evaluation, they typically entrust the VP of Platform and their team with the decision-making process. 

Involving the sourcing team from the beginning simplifies the decision-making process, ensuring competitive bidding and negotiation of discounts.


4.  Grasping Shared Responsibility in Salesforce Security

It's a common misconception that organizations bear no responsibility for SaaS tools, but Salesforce subscribes to the concept of shared responsibility. This entails that while Salesforce provides a secure platform and environment, the onus of securing data, metadata, backup, restoration, and access rests with the organization.

Salesforce security is both intricate and multi-layered, and it's easy to misstep without proper safeguards in place. One of the most significant risks emerges during migration processes, where new configurations can lead to system downtime and lost opportunities. Hence, robust security measures are pivotal when utilizing a platform like Salesforce.

Maintaining realistic expectations within contracts and ensuring comprehensive data security coverage are paramount.

5. How would you rate your data backup solution?

Our market research on data backup and recovery reveals an intriguing discrepancy. Nearly 63% of Salesforce users rate their current enterprise backup solution as very good or excellent, while decision-makers tend to assess their data backup as average or below par. This may be explained by the distance and lack of understanding and clear expectation between the average decision-makers and the products they ultimately select. 


In conclusion, this report has delved into the vital realm of Salesforce data backup and recovery. As businesses continue to rely on Salesforce for their data and operational needs, the imperative of robust backup solutions becomes increasingly apparent. Ensuring a shared responsibility approach to security, rigorous testing, and active engagement of key stakeholders in the evaluation process will be pivotal in navigating the evolving landscape of Salesforce data protection in 2023 and beyond.


Salesforce data backup, Salesforce data backup and recovery, salesforce metadata backup, salesforce backup 

signup for our blog


“Flosum is the best native release management tool that you will fall in love with. I have gained confidence in my role and has given me the ability to view release management from a whole different perspective.”

Faizan Ali

Faizan Ali
Salesforce Consultant at Turnitin