Checklist: Questions to Ask Your Potential Salesforce Backup Vendor

Your guide to navigating the complex landscape of Salesforce backup providers

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Salesforce checklist web aug23

Get the best Salesforce backup vendor for your business

When shopping for anything – from an international flight to car insurance – it’s important to compare your options to find the right one for you. But when it comes to Salesforce backup vendors, determining the ideal choice can be a bit more complex; it’s not as simple as who has the best price.

Selecting a vendor means entrusting them with your business’s critical operations and sensitive data, and opting for a backup provider based on affordability, without considering their ability to meet your specific needs, can have dire consequences. In the last 12 months, 40% of organizations suffered a disruption due to the inability to recover data from their current data protection method.

To have confidence that your Salesforce data is secure and accessible, you must partner with a reliable and vetted provider. Because every business has its own unique requirements that are crucial to its operations, we have compiled a comprehensive list of key questions to help you determine if a provider can effectively meet your business’s specific needs, such as:

  • Can you support multiple orgs and sandboxes?
  • Are you FedRAMP authorized for Salesforce backup?
  • Can my users restore their own data?
  • Do you offer in- and out-of-place restores?
  • What controls can we apply during restore to prevent triggers and workflow kick off?

By asking these critical questions and comparing responses from potential vendors, you can make an informed decision and choose the right backup solution for your business.

Don’t leave the security of your Salesforce data to chance. Use our guide fully vet your vendors and find a provider who aligns with your business requirements.


Download the Checklist

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