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Backup and Restore for Salesforce

Backup and Restore for Salesforce

  • Full-fidelity terrestrial backup for Salesforce CRM data
  • Full-fidelity terrestrial item recovery for Salesforce CRM Data
  • Flexible, full and incremental backup and restore scheduling options
  • Overview
  • Business Advantages
  • Technical Overview
  • Guides and Resources

DocAve Backup and Restore for Salesforce Overview

Backup and Restore addresses the need for a comprehensive, on-premise backup and recovery solution for Salesforce CRM data. Once installed, organizations have access to a powerful backup scheduler—enabling administrators to selectively backup Salesforce content as business demands, without overburdening storage resources with outdated data. Salesforce CRM data can be restored at the item-level directly to your Salesforce instance, or to any network-addressable or cloud location, ensuring SLA’s are met.

Business Advantages of DocAve Backup and Restore for Salesforce

  • Localize Salesforce Protection

    Backup Salesforce CRM data to your on-premise terrestrial file stores for swift, lossless recovery following accidental deletion.

  • Flexible Backup Scheduling

    Flexible full and incremental backup scheduler lets you backup Salesforce CRM data as business demands, without overburdening storage resources.

  • Item-level Restore

    Granularly restore data back to the Salesforce CRM cloud, or to any network-addressable or cloud location, ensuring zero data and productivity loss.

  • Granular Backup

    Selectively backup Salesforce accounts, contacts, custom objects, or any other items to save storage resources and protect data according to business criticality.

DocAve Backup and Restore for Salesforce Technical Overview

  • Maintain secure, on-premise copies of Salesforce CRM data to ensure quick restoration and minimal downtime following accidental deletion.
  • Efficient backup captures selective content based on most recently created/modified and granular object types (only backup what you need), with full support for incremental or differential backups.
  • Intelligent backup captures key objects and all related/supporting SharePoint objects automatically (e.g. backup an opportunity, grab the account info that goes with it).
  • Selective backup captures hidden archive files (not commonly captured in weekly Salesforce exports) granularly or in bulk—enabling organizations to meet aggressive SLA’s and adhere to all compliance obligations.
  • Run on-demand or scheduled backups to free up IT resources and align data protection with organizational objectives.
  • Light installation footprint and unified browser-based graphical user interface has minimal performance impact and can be run on any workstation.

DocAve Backup and Restore for Salesforce Resources

DocAve Vault Technical Overview

DocAve supports the following migration scenarios:

What to Archive TableRedArrow Granular selection of SharePoint content. While the content and its requisite metadata are automatically included in the archive, the level of auditing detail to keep (if any) is customizable – from every time an item is viewed to only deletion events.
When to Perform Updates TableRedArrow Schedule periodic data retrieval and transfers in order to keep archives up to date while ensuring minimal impact to your SharePoint production environment.
How Long to Keep Archived Data TableRedArrow Build customized retention policies and apply these policies to relevant content.
Where to Store the Archives TableRedArrow DocAve Media Servers write data to any designated network/local/mapped disk drives/logical drive (selection of drives).
How to Store the Archives TableRedArrow Options include security encryption, compression, and data exclusion.