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Salesforce Data Recovery and Backup – How to Prevent loss of Data?

by Saloni Singh
Salesforce data recovery and backup

Lately, for all kinds of businesses, data security and safety are the major concerns that can otherwise prove to be a hiccup in the path of the SaaS or cloud adoption of organizations. As per a survey, cloud-based CRM providers like Salesforce have contributed a bit way to building trust among enterprise users and have pulled up the number to more than 65%.

Salesforce is now the No. 1 CRM, which has the fame of being a leading cloud solution with an assurance of 99% uptime. However, there is still a question in mind as a concern of everyone as to whether the data on Salesforce is safe? The answer is mostly yes, as all your data kept on the cloud is safe, and the chances of disruption on Salesforce are very rare. However, if any data loss issues are happening from the user end, you may be left responsible for data loss, which you need to be prepared for.

Each organization dealing with cloud-based CRMs may have its own data instances on the CRM environment. They tend to access the data on the cloud through standard CRM applications like Salesforce or third-party APIs. Each of these actions may add, update, or change one or more records, which may also sometimes lead to potential unwanted results. Let us next review some of the major causes of data loss.

Causes of Salesforce data loss due to user errors

  • Accidental data loss

This situation may arise anytime when a user intentionally or accidentally deletes one or multiple records. Individual records may get deleted easily while clicking on the delete button on the object page. Sometimes, multiple records may get deleted using the mass delete option or while uploading data in big volumes using Salesforce Data Loader.

  • Bad Code

Another major factor that may lead to loss of data accidentally or unknowingly is bad code, which makes some inappropriate changes. Salesforce developers must test their code, but still, it is possible to have some programmatical errors. Sometimes, the codes may falter as every unique case is not covered, which may cause some unexpected results. Such errors are mostly unexpected and not so easy to fix.

  • Importing erroneous data

This also is an impactful mistake while dealing with Salesforce data. For data import, we tend to use some tools as Data Loader or Data Import Wizard, which will let updating data in a single operation. Also, incorrect mapping of data may end up putting bad values in a big volume of records. This has to be well considered, especially while doing bulk data import.

  • SOQL errors

This is a mistake that can happen at any time. The developer console editor can be used to execute the queries, and the wrong syntax may lead to some serious errors. An updated query can also be written to impact a group of records at a single go so that Salesforce data recovery and backup can be made simple.

  • Issues with data integration

Issues can happen at any minute with integration, which may update wrong records. There are some integration tools for Salesforce like Data Loader, which can update millions of records at a time. These automated tools may sometimes overwrite the data, which may go unnoticed for a long. Without any backup, even such minor updates may lead to huge volume data misplacement and end up in irreparable data loss.

Enhancing the Salesforce user interface is a good method to reduce the scope of accidental data loss. In the case of Salesforce’s UI, the flexibility and control of designs can be custom controlled by the developers or admins. If the end-users struggle to see data clearly, leading to data loss, the admins can take some actions to optimize the pages. Let us explore these tips.

Ways to optimize Salesforce UI to avoid accidental loss of data

  1. Close user research

You should have a fair understanding of the people who are building the data structure and those who have access to it. Once a person’s role is clear about how they use the system, their responses may help you better construct the data pages. For this, you may ask questions like what are their common tasks? Hou much time do they consume to complete each task? Which are the point points? Etc. Once on understand these, it will be easier to structure and frame it properly.

  1. Building components to make routine tasks easier

Salesforce offers many out-of-the-box options too to enhance usability and productivity. If you have to see all opportunities grouped by the stages, then you may have a Kanban view at the Lightning, or you can do mass account edits and activities through the AppExchange for some add-ons. Suppose there is nothing that suits your needs and you have access to the developers. In that case, you can make custom pages and components that may leverage the Lightning Design systems to ensure data update by reducing any accidental loss of data.

  1. Limiting exposure to data

One major reason data is updated wrongly is that the users are exposed to many input fields. You have to rework the amount of information on each page to a minimum. You can use lookup filters and the picklists and record types wherever possible so that the amount of misaligned data can be kept to a minimum. You can also custom set the visibility of components within the Lightning so that you can sow some certain components based on the requirement.

  1. Keeping all data components consistent

Another key approach to reducing incorrect data is to update the same by keeping them in order and maintaining consistent page layouts. The error messages displayed play an important part. This also plays a perfect role in avoiding any erroneous entries while doing right.

As an ending note, we can say that numerous users depend on Salesforce for regular data entry, and there are always errors. With this, we need to be very careful and take some important steps which may help minimize the chances or errors. So, always be cautious and think twice before you plan any data structuring or loading on Salesforce.

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