Salesforce

Cloud Protection Service provides comprehensive backup and recover capabilities for Salesforce environments. It protects Salesforce data and metadata across supported clouds, editions, organizations, and environments. The service helps address critical business needs such as ransomware protection, regulatory compliance, recovery from accidental deletions to original or alternate locations, and reliable data availability across production and sandbox environments.

The service also supports sandbox seeding for testing and development scenarios, parallel processing for faster backups, and integration with SecureShield and commonly used AppExchange apps.

Protecting data and metadata in your Salesforce domain involves a few key steps:

• Register the Salesforce domain as a source with Cloud Protection Service.
• Perform backups of Salesforce data and metadata.
• Recover data to the original Salesforce domain or to an alternate Salesforce domain, as required.

Salesforce Data Protected

The service supports protection of both Salesforce data and Salesforce metadata, providing complete coverage of application content and configuration.

• Salesforce Data. Salesforce data protection includes:
  • Objects and records
  • Files, attachments, and documents
  • Salesforce CRM Content

  By default, all objects are backed up except Feed, History, and Share objects. Backup and recover of shared libraries are supported.

• Salesforce Metadata. Salesforce metadata protection includes:
  • Layouts and profiles
  • Object schemas and permission sets
  • Apex classes and workflows
  • Reports and dashboards

  Metadata backups are always performed as full backups.

Supported Salesforce Platforms

The following Salesforce platforms are supported to ensure compatibility across different deployment models.

• Salesforce Clouds
  • Sales
  • Service
  • Field Service
  • Salesforce Industries Manufacturing, formerly Vlocity
• Salesforce Editions
  • Enterprise
  • Unlimited
  • Performance
• Salesforce Organizations
  • Enterprise organizations
  • Partner Enterprise organizations. Structured data and metadata only
• Salesforce Environment Types
  • Production
  • Sandbox

Backup Capabilities

Full and incremental backups are supported. After the initial full backup, subsequent backups are incremental for most standard objects and for all custom objects. This approach reduces backup time and storage consumption.

Parallelism

Parallel processing is supported during backup operations to minimize overall job completion time.

SecureShield and AppExchange App Support

Backup and recover operations support encrypted Salesforce data protected using SecureShield or other third party encryption solutions. Commonly used AppExchange apps are also supported.

Recover Capabilities

Flexible and precise recover options are available to address a wide range of recovery scenarios.

• Granular Data Recover. Administrators can selectively recover:
  • Individual records
  • Objects
  • Filtered subsets of data

  Advanced query filters and preview options allow validation of parent and child records before executing the recover.

• Point in Time Recover. Allows recovery of records and objects from specific recovery points while maintaining data relationships between parent and child records.
• Cross Organization Recover for Sandbox Seeding. Supports testing and development scenarios, including:
  • Production to sandbox
  • Sandbox to sandbox
• Metadata Recover and Validation. Validation options are available before restoring metadata to identify dependencies and help ensure consistency.
  • Validate and Recover. Validates metadata components and performs the recover.
  • Validate Only. Validates metadata components without deployment.

Content Browsing and Visibility

Content browsing capabilities help administrators review backed up Salesforce data and metadata before performing a recover.

• Point in time views of historical data
• Schema aware object browsing
• Metadata download and inspection
• Wizard based data and metadata recover workflows