Salesforce is a popular Customer Relationship Management (CRM) platform that helps businesses manage customer data and interactions. With millions of users around the world, Salesforce has become, for many businesses, an essential tool for managing customer data, tracking sales and marketing performance, and optimizing business processes.
Despite its robust security features and native backup options, leading industry analysts, such as Forrester, have recommended that organizations storing data using SaaS applications should use a third-party data backup solution.
This is because if you accidentally delete data in Salesforce, or your account is compromised, it can be very difficult to recover accounts and data. A third-party backup solution lets your team keep control of your data and how it’s stored. This is particularly important for regulated industries such as healthcare and financial services.
With this in mind, here is our shortlist of the top Salesforce Backup Solutions, covering solution features, and our recommendations.
CloudAlly offers data backup services for popular SaaS platforms including Salesforce, Dropbox, Microsoft 365, G Suite, and Box. With over 14,000 customers, CloudAlly is known for its fast and secure restoration capabilities.
CloudAlly Features:
Pricing:$3/user/month or $30/user/year with discounts available for not for profit organizations and companies with more than 100 users.
Expert Insights’ Comments: CloudAlly is a robust and secure backup solution with enterprise-grade functionality. Its easy-to-use interface, customer support, and integrations make it a strong option for both small businesses and enterprises.
Spanning, a leading backup and recovery solution, acquired by Kaseya in 2018, offers a comprehensive feature-set for SaaS applications. Their backup solution protects Salesforce, Google Workspace, and Microsoft 365 data, and is designed for teams and MSPs alike. Spanning is used by over 10,000 customers worldwide.
Spanning Backup for Salesforce Features:
Pricing: For information on pricing, contact Spanning directly.
Expert Insights’ Comments: Spanning offers a granular, fully featured backup solution that prioritizes functionally, rapid remediation of data, and comprehensive admin policies to manage backups. The solution is highly praised by users, and we would recommend this service to IT teams looking for a comprehensive Salesforce backup solution.
Commvault’s Metallic SaaS backup and data protection solution ensures data stored in SaaS applications, including Salesforce, is kept recoverable, compliant, and secure. Commvault is a leading data backup provider, securing more than 100,000 global customers.
Commvault Metallic SaaS Features:
Pricing: Metallic Salesforce Backup pricing starts at $3.60/user/year for 1-750 users.
Expert Insights’ Comments: Commvault is a trusted, secure backup provider with granular functionality and scalable storage options. Commvault offer a large range of backup options, for both SaaS and cloud application services such as VM and Kubernetes, meaning this is a strong solution for enterprise organizations looking to invest in a comprehensive cloud backup solution.
Druva inSync provides secure backup and recovery services for SaaS application data, including Salesforce, Google Workspace, and Microsoft 365. The Druva Data Resiliency Cloud Platform also covers public cloud applications, data centers, and Edge devices with cyber resiliency, data governance, and data intelligence solutions.
Druva inSync Features:
Pricing: Pricing starts at $3.50/user/month for Salesforce Backup.
Expert Insights’ Comments: Druva are a trusted backup provider, known for their range of secure, highly scalable enterprise technology solutions. Their SaaS backup solution for Salesforce offers granular customizable options and is a strong choice for organizations who need to comply with regulatory frameworks and need secure storage options.
Keepit is a cloud backup solution offering secure and scalable data recovery services. Their solutions cover popular SaaS platforms including Salesforce, Microsoft 365, and Google Workspace.
Keepit Features:
Pricing: KeepIt pricing starts at $2.95/user/month for its Essentials package.
Expert Insights’ Comments: Keepit is a user-friendly, fully featured backup solution for Salesforce. It is praised by users for its ease of use and simplified user interface, making it easy to ensure Salesforce data is backed up and protected. We’d recommend this solution to SMBs looking to secure data and ensure compliance.
OwnBackup is a market leading SaaS backup service, covering popular apps, such as Salesforce, Microsoft 365, and ServiceNow. As well as offering robust backup and recovery, it also enables comprehensive archiving and comparison tools. OwnBackup is trusted by more than 5,000 global customers.
OwnBackup Features:
Pricing: OwnBackup pricing for Salesforce starts at $2.90/user/month, billed annually. Some additional features such as delta comparison, sandbox seeding and alerts, may cost extra.
Expert Insights’ Comments: OwnBackup offer a comprehensive backup suite for Salesforce, with granular backup and retention options and automated alerting. Their data comparison tools help to mitigate against hidden data loss. We recommend that organizations of any size looking for robust Salesforce backup consider shortlisting this solution.
Skyvia is a universal cloud data management platform, offering integration, backup, management, and connectivity solutions. Their cloud backup solution provides universal cloud-to-cloud backup and recovery for multiple cloud applications, including Salesforce.
Skyvia Backup and Restore Features:
Pricing: Skyvia offers a free starting plan, and then three paid pricing options. Their Standard pricing option starts at $7/user/month.
Expert Insights’ Comments: Skyvia is a secure, user-friendly backup and recovery solution for Salesforce and other cloud applications. It offers a robust feature-set, with automated daily backups and granular functionality to monitor and restore data. We recommend this solution to organizations looking to backup Salesforce alongside other CRM solutions, as these backups can be managed via one accessible solution.
SpinBackup provides cloud backup and data protection for leading SaaS applications, covering Salesforce, Google Workspace, and Microsoft 366. Their Salesforce backup solution provides secure sales pipeline backup, with granular recover, comparison, and reporting tools secured with top-level encryption.
SpinBackup Salesforce Backup and DR Features:
Pricing: Salesforce Backup is available from $3/user/month.
Expert Insights’ Comments: SpinBackup’s Salesforce Backup solution is a reliable option for SMBs seeking to protect their Salesforce data. The platform delivers robust automation and reporting features, allowing administrators to effortlessly manage the solution. The dashboard is user-friendly and intuitive, with a convenient search functionality.
SysCloud is a cloud backup and data protection provider that mitigates against data loss, accidental deletion, ransomware, and compliance gaps. They provide automated backup for Salesforce with no minimum billing. SysCloud’s backup solutions are trusted by over 7 million users globally.
SysCloud Features:
Pricing: SysCloud’s Salesforce backup solution pricing starts at $3/user/month.
Expert Insights’ Comments: SysCloud is an efficient backup solution, both easy to use and highly secure. The platform is straightforward to manage and features regular automated backups. Ideal for SMBs looking to safeguard their Salesforce data and maintain compliance, this is a strong choice for organizations seeking to maintain Salesforce continuity.
Veeam Software is a trusted, leading backup and data management platform for cloud, virtual, and physical networks, supporting more than 400,000 customers globally. Their Salesforce solution provides data backup and recovery powered via API and can be deployed on-premises or in the cloud.
Veeam Backup For Salesforce Features:
Pricing: Veeam offer three pricing plans. Contact them directly for more details.
Expert Insights’ Comments: Veeam’s backup solution for Salesforce offers a granular feature-set enabling organizations to securely backup and restore Salesforce data and metadata. The solution is highly scalable, fast, and flexible. We recommend Veeam for enterprise organizations who need powerful backup and data protection functionality for Salesforce, with flexible backup environment options.
Organizations often rely heavily on Salesforce to manage customer data and sales pipelines. However, despite offering many security features, Salesforce has no obligation to ensure this data is protected, and so, ensuring your data is properly backed up is, ultimately, the responsibility of your organization.
As more businesses move to rely on cloud SaaS applications, such as Salesforce, the risk of data loss is becoming more common. Market analysts Garter have predicted that 70% of businesses will likely suffer unrecoverable data loss in a SaaS application at some point.
Data loss can commonly occur if:
An important consideration to make is compliance. The cloud is an extension of your own organization’s operating environment, and data you store in cloud applications like Salesforce is data you are responsible for. Backup and recovery solutions for Salesforce will help to ensure this data is protected according to industry and general privacy regulations.
Salesforce does offer its own native backup solution: Salesforce Backup and Restore. This is a paid add-on to the Salesforce service which can restore data in the event of data loss and ensures compliance.
However, many third-party solution providers argue that having data in a secure, third-party provider allows organizations to have more control over their data. This also ensures that data can be accessed in the event of a service provider outage.
Some providers also offer backup for multiple SaaS applications in one solution, offering a potential for longer term cost-savings over using tool specific backup solutions.
Third party solutions can be more comprehensive and fully featured than Salesforce’ – some will offer protection for both data and metadata (data around configuration, custom fields etc.,).
Salesforce backup solutions are typically deployed via API, and take automated, daily backups of Salesforce data and metadata. This is a straightforward, but essential, process as it ensures Salesforce data is kept secure from accidental deletion or user error.
Solutions may vary on where the data is stored with some offering on-premises storage, while others use cloud storage solutions like AWS. This ensures there is an ‘air-gap’ between the original Salesforce data, and the backup, to ensure data is secure.
There are three types of backup that can be performed: full, differential, and incremental.
As you might expect, a full backup will make a copy of every single piece of data on your network. This complete copy is carried out, regardless of any previous backup or contextual circumstances.
Differential backups combine full backups, with more regular ‘top up’ backups. After an initial, full backup, a differential backup will record any changes made since the initial full backup. When carrying out a second differential backup, again, everything changed since the full backup will be recorded.
Incremental backups are similar to differential backups, except that they record the changes made since the previous incremental backup. This means that in order for a complete data restore, you may need multiple backups, although these backups themselves tend to be small in size.
Joel Witts is the Content Director at Expert Insights, meaning he oversees all articles published and topics covered. He is an experienced journalist and writer, specialising in identity and access management, Zero Trust, cloud business technologies, and cybersecurity. Joel is a co-host of the Expert Insights Podcast and conducts regular interviews with leading B2B tech industry experts, including directors at Microsoft and Google. Joel holds a First Class Honours degree in Journalism from Cardiff University.
Craig MacAlpine is CEO and founder of Expert Insights. Before founding Expert Insights in August 2018, Craig spent 10 years as CEO of EPA cloud, an email security provider acquired by Ziff Davies, formerly J2Global (NASQAQ: ZD) in 2013, which has now been rebranded as VIPRE Email Security. Craig has extensive experience in the email security industry, with 20+ years of experience helping organizations to stay secure with innovative information security and cyber security solutions.