No matter where you store your data, it is always good practice to maintain backups. After all, it is your data and you need to be responsible for it, although we trust 3rd parties to keep it safe and backed up for us too.
When it comes to Salesforce, are you maintaining backups? If so, how? Please comment and enlighten the community on some good options you’ve deployed. Some that spring to mind for me are:
- Weekly Data Export - Inside Salesforce, Enterprise and Unlimited Edition customers (for a fee, Professional Edition can do this) can request a weekly export of their data. The result is a ZIP of CSV files containing the raw data for each Salesforce object.
- Custom Script – Write custom code to access Salesforce via the API and grab all the data into your own database. Mike Simonds has some scripts to help get you started if you use PHP.
- AppExchange Application - Use an AppExchange application to do the dirty work to automate this process. Visit the AppExchange to read about the various solutions.
- Sesame Software – I find this tool very easy to use and can get your Salesforce data into Oracle, MySQL, SQL Server, etc. in a hurry.
- CRM Fusion – They have a feature to backup your data directly into MS Access.
- Other Data Loading/Moving Tool – Pervasive, Informatica, Bluewolf, Apatar and others have solutions to move data from place to place with a connector to Salesforce built in.
- Do Nothing - Let Salesforce take care of it. They have a proven track record of keeping your data from disaster.
- Something else?
I wish I personally had a better answer, but I am currently using the “Do Nothing” approach and occasionally make backups to MS Access using Demand Tools “just in case”.
How about you? Experiences, recommendations and general thoughts are welcome in the comments.