5 words you never want to hear "you didn't have a back-up?!"
DESCRIPTION
"Didn't you tell us that Salesforce was a safe harbor for my data?" "Weren't we told that the Cloud is reliable?" Yes…and yes! Still, nonprofits need to adhere to the motto of another great nonprofit when it comes to this matter: Be prepared! In this webinar, we will discuss the “why” and “how” of backing up Salesforce, explore various back-up options, and review Salesforce’ practice regarding your access to recovering deleted records. Questions asked and addresses during the webinar: Q: Clarification on if fields are stored by Salesforce. Q: You said we can look up the status of a server running our Salesforce instance...How do we know which is our server? Q: Do you have a back up favorite? Q: Which of the 3rd party options are straight-up, full backup systems, not replication to another database? Q: What is Amazon S3 storage? This webinar is a part of The Experts Talk, a free 26-week webinar series covering features of Salesforce CRM, an integration partner of Click & Pledge.TRANSCRIPT
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Five Words You Never Want to Hear“You didn’t have a back-up?!”
August 22, 2011Charlie Havens, Presenter
Building powerful Salesforce solutions for Chicago’s nonprofits.
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
About 501c3 Technologists• IT support to small nonprofits in the Chicago
area region since 1999.• Our clients’ staffs tend to be small, but their
data needs are critical. • Our focus is Salesforce solutions.
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Be Prepared! • "Didn't you tell us that Salesforce was a safe harbor for my data?"
"Weren't we told that the Cloud is reliable?“ (Yes, and yes!)
• Still, nonprofits need to adhere to the Boy Scout’s motto when it comes to this matter: Be prepared!
• Today we discuss the “why” and “how” of backing up Salesforce, explore various back-up options, and review Salesforce’ practice regarding your access to recovering deleted records.
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Pop Quiz!• Five poll questions.
• As the poll questions appear select your answer and hit the submit button.
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Why backup Salesforce, aren’t they taking care of that for me?
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
• Network components are configured for redundancy.
• Data written to multiple disks each each time a record is saved.
• Data is backed up nightly to a separate backup server and high speed automatic tape library. AND…the backup tapes are cloned!
• Cloned tapes are transported to an off-site fire-proof vault.
• Copy of the nightly backup is transmitted to a separate facility on a different coast from the originating server.
• Back-up storage facility designed to withstand catastrophic events.
• Disaster recovery plans are in place.
The Facts
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
With all that redundancy and backup, I can retrieve whatever has been lost.
Right?
PERHAPS!
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Data restoration = a minimum of $10,000 paid upfront, and a minimum wait of 15 business days (3 weeks).
Possible…but Costly
P.S. restore data files do not include meta data, formulas, fields, or roll up summary field data.
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Hah! No earthquakes near here!Most Salesforce data losses occur because of user actions.
How could user error cause data loss?• Mass Delete Records• Delete Objects• Delete Fields• Import malformed data
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Mass Delete Records lets you mass delete multiple records within the following objects:
• Accounts• Lead• Activities• Contacts
• Cases• Solutions• Products
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
• Deleted custom fields stored for 15 days, or until you permanently delete them, whichever occurs first.
• You can permanently delete records; restoring deleted records requires data exports.
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
• Choosing to Undelete a Field will not restore meta data, layout settings, etc.
• Deleting and restoring records is a
simpler process if the 15 days has not passed.
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
• Deleted Custom Objects available for 15 days within the Deleted Custom Objects List found at:
j
User Menu (Your Name) > Setup > Create > Objects
• Once located, they can be Erased or Undeleted.
• Undeleting Custom Objects does not restore work flow rules and other customizations.
• Customizations need to be manually reset.
Deleted Custom Objects
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
The Bottom Line
Data can be deleted by users…even
permanently deleted…even wrongly
permanently deleted. To restore it you
will want to have copies of your data.
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Options for Exporting, Backing up, Archiving • Export data manually or on a weekly or
monthly schedule.
• With an Oracle license, database hardware, application server hardware, application server license, and access to an Oracle DataBase Administrator, replicate your data entirely on your on-site server… NOT VERY LIKELY.
• Third party products let you copy your data to somewhere else.
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
• Investigate and evaluate what Apps restore and what they do not restore.
• In evaluating third party options, ask what additional functionality can be gained through their products, over the built in tools.
What good is backup, if you can’t restore?
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
In Conclusion…• Schedule Salesforce to do weekly exports.• Find some additional method of backup,
export, archive, and use it.
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Thank You!Charlie Havenswww.501c3Technologists.comCell: 773-848-0154Email: [email protected] Isle Inc.1507 E 53rd St., #135Chicago, IL 60615
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Your Responses?
Charlie Havenswww.501c3Technologists.comCell: 773-848-0154Email: [email protected] Isle Inc.1507 E 53rd St., #135Chicago, IL 60615
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com