Disaster Recovery

Companies need to archive the data and Metadata in their Salesforce Orgs for compliance and security. The Metazoa Snapshot Org Management product provides powerful tools to backup and restore Salesforce Orgs for disaster recovery. The data and Metadata can be restored in the event of data loss or customization errors.

Backup and Restore
Salesforce Orgs for Disaster Recovery

Many large companies have established policies for disaster recovery. Companies need the ability to track Org changes over time and the capability to restore the Org to any previous state. Companies in the financial and health sectors are regulated by state, federal, and foreign governments. Various regulations include SOX, PCI-DSS, GLBA, HIPAA, HCQIA, CHIP, HRRP, PSQIA, ACA, FISMA, PCI-DSS, FERPA, and most recently GDPR. Regulatory compliance requires information backup policies and planning for disaster recovery.

The customizations in a Salesforce Org provide crucial information about how the Org is structured. Almost all of this information can be captured with the Metadata API, which returns over 200 different XML documents that describe all of the customizations in a Salesforce Org. These XML documents cover everything you can imagine, such as Objects, Tabs, Applications, Apex Code, Profiles, and Page Layouts. Salesforce data can also be backed up as needed. The data in a Salesforce Org can be accessed through the SOAP API and SOQL Queries.

The Metazoa Snapshot Org Management product can be used to backup the data and Metadata in any Salesforce Org. The information can be saved as XML files on network hard disks or as Salesforce Content documents. Snapshot can also schedule regular backups that create a picture of how the Org changes over time. In the event of data loss or disaster recovery, Snapshot can restore the data and Metadata in the Org from the archived files. In some cases only a partial restoration is needed. For example, a specific customization in a Salesforce Org can be rolled back to a previous state.

Backup and Restore for Disaster Recovery with Snapshot

Snapshot is a tool used for creating backups and restoring metadata and data within Salesforce organizations. It is particularly useful for disaster recovery purposes. This documentation describes the process of backing up metadata customizations and data sets, and restoring them if needed.

Setting Up Snapshots

  1. Login to Snapshot: Login to Snapshot with your Salesforce credentials.
  2. Take Metadata Snapshot:
    • Select the Salesforce organization (org) that you would like to backup.
    • Take a snapshot to capture metadata such as packages, profiles, custom objects, and other assets.
  3. Schedule Snapshots (Optional):
    • To automate the backup process, you can schedule snapshots to be taken at regular intervals, for example, every week.
    • Specify a Salesforce content folder to save the snapshots. For example, you can save it to a folder called “Folder1”.
    • Alternatively, the snapshots can be saved locally on your computer.

Backing Up Data

  1. Build a Data Set:
    • Specify which Salesforce objects you want to backup.
    • Create a data set with these objects.
  2. Schedule Data Backups (Optional):
    • Like metadata snapshots, you can schedule data backups to happen at regular intervals.
    • This ensures that you always have a recent backup available.

Restoring from a Backup

In case of data loss or an undesired customization, you can restore the Salesforce org to a previous state using Snapshot.
  1. Restoring Data:
    • In Snapshot, go to migrate data sets.
    • Select one of the archived data sets that you wish to restore.
    • Choose the Salesforce org to which you want to migrate the data.
  2. Restoring Metadata:
    • In Snapshot, go to the ‘Manage Time Series’ report to view the history of snapshots for an org.
    • Optionally, use ‘Compare Time Series’ to view the differences between snapshots.
    • To restore metadata to a previous state, choose to ‘Roll Back a Deployment’.
    • Select the snapshot that you want to revert to from the time series.
    • Snapshot will calculate the differences between the selected snapshot and the current state of the org, and automate the process of creating and deleting objects to restore the org to the selected snapshot’s state.
This process helps in efficiently backing up and restoring data and metadata for disaster recovery scenarios with Snapshot.

Learn More!

Snapshot provides powerful tools for Salesforce Administrators that help manage the change and release process, visualize org complexity, improve security and compliance, and lower the total cost of Org ownership. Visit the AppExchange to start a 14 day free trial or click the button below to schedule a demo.

🎉 Congratulations! 🎉

You’ve successfully completed the Metazoa Metadata Studio Certification Class. With the skills you’ve acquired, you’re now adept at harnessing the power of Metazoa’s Metadata Studio, seamlessly integrating artificial intelligence into Salesforce org management. You have earned you a certificate! Well done, and we wish you continued success in your future endeavors!