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. The service is known for its fast and secure restoration capabilities and trusted by over 14,000 customers.
Why We Picked CloudAlly: We picked CloudAlly for its automated backup and on-demand restore features, ensuring fast and easy data recovery for Salesforce users. We also like its enterprise-grade functionality and easy-to-use interface, making it a practical choice for businesses of all sizes.
Best Features: CloudAlly provides automated backup and on-demand restore options, allowing non-destructive recovery from any point-in-time to safeguard data integrity. It ensures compliance with ISO 27001, HIPAA, GDPR, OAuth, and MFA standards, utilizing AES 256-bit encryption for top-tier security. You can leverage data compare functionality, Sandbox Seeding, and Smart Alerts at no additional cost, enhancing usability and monitoring, with seamless integrations across supported SaaS platforms.
Strengths:
Ensures fast, secure data restoration with automation
Supports compliance with industry-leading standards
Enhances usability with free advanced features
Offers scalable security for diverse business needs
Builds trust with a proven customer base
Pricing: $3/user/month or $30/user/year, with discounts available for not-for-profit organizations and companies with more than 100 users.
Who It’s For: CloudAlly is ideal for small businesses and enterprises seeking a robust, secure backup solution with strong customer support and seamless SaaS integrations.
Spanning, a leading backup and recovery solution acquired by Kaseya in 2018, offers a comprehensive feature-set for SaaS applications, protecting Salesforce, Google Workspace, and Microsoft 365 data. Spanning is designed for teams and MSPs, serving over 10,000 customers worldwide.
Why We Picked Spanning: We picked Spanning for its on-demand or automated daily backups with unlimited retention, ensuring robust Salesforce data protection. We also like its rapid data remediation capabilities during downtime.
Best Features: Spanning delivers on-demand or automated daily backups for Salesforce with unlimited retention, and rapid remediation. It ensures compliance with SOC 2, HIPAA, and GDPR regulatory frameworks, offering point-in-time metadata comparison and end-user self-service options for efficient restores. You can manage backups effectively with comprehensive admin policies, supported by a user-friendly interface, catering to both teams and MSPs across its supported SaaS platforms.
Strengths:
Ensures data protection with unlimited backup retention
Enables quick recovery during Salesforce downtime
Supports compliance with key regulatory standards
Enhances usability with self-service restoration
Provides scalable management for diverse teams
Pricing: For information on pricing, contact Spanning directly.
Who It’s For: Spanning is ideal for IT teams and MSPs seeking a comprehensive Salesforce backup solution with rapid remediation and strong compliance features.
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.
Why We Picked Commvault Metallic: We picked Commvault Metallic for its broad coverage of Salesforce and other cloud applications, ensuring comprehensive data protection. We also like its flexible, scalable storage options.
Best Features: Commvault Metallic delivers broad coverage for cloud and SaaS applications, including Salesforce, with flexible and scalable data storage options in the cloud or using existing on-premises infrastructure. It provides resilient security and compliance features, including air-gapped data copies and ransomware detection, enhancing data integrity. You can customize storage preferences and rely on granular functionality, supported by a large range of backup options for VM and Kubernetes, ensuring a comprehensive cloud backup solution for enterprise needs.
Strengths:
Protects diverse cloud apps with extensive coverage
Offers scalable storage for evolving business needs
Enhances security with air-gapped ransomware defense
Ensures compliance with robust data protection
Supports enterprise scalability with versatile backups
Pricing: Metallic Salesforce Backup pricing starts at $3.60/user/year for 1-750 users.
Who It’s For: Commvault Metallic is ideal for enterprise organizations looking to invest in a comprehensive cloud backup solution with granular functionality and scalable storage options.
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.
Why We Picked Druva inSync: We picked Druva inSync for its automated, daily Salesforce backups with secure air-gapped storage, ensuring robust data protection. We also like its ability to restore data to specific points with just a few clicks, offering a practical solution for compliance-focused teams.
Best Features: Druva inSync delivers automated, daily Salesforce backups with secure air-gapped storage, enhancing data resilience against cyber threats. It allows restores to specific points in time with a few clicks, ensuring quick recovery, and maintains data privacy, compliance, and residency regulations. You can prevent duplicate content storage with metadata toggling, supported by the Druva Data Resiliency Cloud Platform’s coverage of public clouds, data centers, and Edge devices, providing comprehensive governance and intelligence.
Strengths:
Secures data with automated air-gapped backups
Enables rapid recovery with point-in-time restores
Ensures compliance with regulatory standards
Optimizes storage by eliminating duplicates
Extends protection across hybrid environments
Pricing: Pricing starts at $3.50/user/month for Salesforce Backup.
Who It’s For: Druva inSync is ideal for organizations needing to comply with regulatory frameworks and requiring secure, scalable storage options for Salesforce and other SaaS data.
Keepit is a cloud backup solution offering secure and scalable data recovery services, covering popular SaaS platforms including Salesforce, Microsoft 365, and Google Workspace.
Why We Picked Keepit: We picked Keepit for its secure, comprehensive backup of Salesforce data and metadata, ensuring robust protection. We also like its user-friendly interface and fast restoration options, making it a practical solution for SMBs focusing on data security.
Best Features: Keepit delivers secure, comprehensive backups of Salesforce data and metadata, with automated daily backups to maintain data integrity. It offers fast and streamlined restoration options, utilizing blockchain-based encryption and multiple backup copies across locations for enhanced security. You can leverage granular search and restore functionality to recover specific data efficiently, supported by a simplified user interface that ensures compliance and ease of use across its covered SaaS platforms.
Strengths:
Secures data with comprehensive, encrypted backups
Ensures reliability with daily automation
Simplifies recovery with fast, granular options
Enhances trust with multi-location redundancy
Supports compliance with an intuitive design
Pricing: Keepit pricing starts at $2.95/user/month for its Essentials package.
Who It’s For: Keepit is ideal for small and medium-sized businesses (SMBs) looking to secure Salesforce data and ensure compliance with a user-friendly backup solution.
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.
Why We Picked OwnBackup: We picked OwnBackup for its automated targeted backups with granular scheduling, ensuring tailored data protection for Salesforce. We also like its proactive data monitoring with smart alerting, making it a practical solution for organizations of all sizes.
Best Features: OwnBackup delivers automated targeted backups with customizable scheduling, providing granular retention options for Salesforce data. It offers proactive data monitoring with smart alerting to detect issues early, and includes data compare functionality to identify missing or altered records. You can perform rapid restoration with granular searching and management policies, supporting comprehensive archiving across its covered platforms, with some additional features like delta comparison, sandbox seeding, and enhanced alerts available at extra cost.
Strengths:
Ensures tailored protection with automated backups
Detects issues early with proactive monitoring
Mitigates data loss with comparison tools
Supports quick recovery with granular options
Enhances trust with a global customer base
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.
Who It’s For: OwnBackup is ideal for organizations of any size looking for a robust Salesforce backup solution with comprehensive features and automated alerting.
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.
Best Features: Skyvia delivers backup and recovery for all cloud applications, including CRMs, accounting, marketing, and e-commerce, within a single, unified solution, ensuring broad coverage. It provides automated daily backups for cloud apps, supported by comprehensive monitor and restore features for efficient data management. You can rely on secure, encrypted storage to protect data, with a free starting plan and paid options like the Standard plan at $7/user/month, offering flexibility for various organizational needs.
Strengths:
Secures multiple cloud apps with a unified backup approach
Ensures reliability with daily automated backups
Enhances data management with robust restore options
Protects data with encrypted, secure storage
Supports scalability with flexible pricing plans
Pricing: Skyvia offers a free starting plan, and then three paid pricing options. Their Standard pricing option starts at $7/user/month.
Who It’s For: Skyvia is ideal for organizations looking to backup Salesforce alongside other CRM solutions, managing these backups 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.
Why We Picked SpinBackup: We picked SpinBackup for its automatic backup of all Salesforce data and metadata. We also like its user-friendly dashboard with convenient search functionality, making it a practical solution for SMBs managing Salesforce data.
Best Features: SpinBackup secures data with the highest level of encryption, both in-transit and at-rest, providing robust protection for Salesforce environments. It offers automatic backup for all types of Salesforce data and metadata, with granular recovery and comparison options to restore specific elements efficiently. You can utilize comprehensive reporting functionality to monitor backup status, supported by an intuitive dashboard that simplifies administration and includes convenient search tools.
Strengths:
Protects data with top-tier encryption standards
Ensures comprehensive backups with automation
Simplifies recovery with granular options
Enhances monitoring with detailed reports
Improves usability with an intuitive dashboard
Pricing: Salesforce Backup is available from $3/user/month.
Who It’s For: SpinBackup is ideal for small and medium-sized businesses (SMBs) seeking a reliable Salesforce backup solution with robust automation and reporting features.
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.
Why We Picked SysCloud: We picked SysCloud for its highly scalable backups that automatically include new records and custom objects, ensuring comprehensive coverage. We also like its straightforward management and regular automated backups, making it a practical solution for SMBs focusing on Salesforce continuity.
Best Features: SysCloud delivers highly scalable backups that automatically include new records and custom objects, supported by unlimited storage and flexible restoration and remediation functionality. It provides daily backups with an automated API tool, enabling granular point-in-time restoration from data snapshots with metadata restore to recover specific data elements. You can maintain compliance and security with robust protection against ransomware and data loss, tailored for Salesforce environments with no minimum billing requirements.
Strengths:
Ensures comprehensive coverage with scalable backups
Simplifies data recovery with unlimited storage
Protects against threats with daily automation
Enhances compliance with granular restoration
Supports SMBs with no minimum billing
Pricing: SysCloud’s Salesforce backup solution pricing starts at $3/user/month.
Who It’s For: SysCloud is ideal for small and medium-sized businesses (SMBs) aiming to safeguard Salesforce data, maintain compliance, and ensure continuity with an efficient backup solution.
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.
Why We Picked Veeam Software: We picked Veeam for its purpose-built continuous backup and recovery for Salesforce, offering robust data protection. We also like its flexible deployment options across on-premises, AWS, and Azure, making it a practical solution for enterprise needs.
Best Features: Veeam delivers purpose-built continuous data backup and recovery for Salesforce, including compare and hierarchy restore to maintain data integrity. It provides flexible recovery options for records, hierarchies, and metadata, with a flexible backup environment supporting on-premises, AWS, and Azure deployments. You can utilize granular scheduling and management options with incremental sync, enhancing efficiency and control, tailored to meet diverse organizational requirements.
Strengths:
Ensures continuous protection with tailored Salesforce backups
Offers versatile recovery for complex data structures
Supports multiple deployment environments
Enhances control with granular scheduling
Scales effectively for enterprise demands
Pricing: Veeam offers three pricing plans. Contact them directly for more details.
Who It’s For: Veeam is ideal for enterprise organizations needing powerful backup and data protection functionality for Salesforce with flexible environment options.
Automated backup and granular recovery for Salesforce data and metadata.
Native Salesforce tool for backing up and restoring org data and metadata.
Selecting the right Salesforce backup and recovery solution involves aligning the platform with your organization’s Salesforce usage, data protection needs, and compliance requirements. Consider these key steps to make an informed choice:
Assess Your Salesforce Environment: Evaluate the volume and types of Salesforce data (e.g., objects, metadata, attachments, Chatter) and your org’s complexity (e.g., customizations, integrations) to ensure comprehensive backup coverage.
Define Recovery and Compliance Goals: Identify recovery time objectives (RTO), data retention needs, and regulatory standards (e.g., GDPR, HIPAA, SOC 2) to prioritize granular restores and compliance adherence.
Prioritize Scalability and Automation: Choose a solution that scales with your Salesforce data growth and automates backups to minimize manual effort, especially for organizations with limited IT resources.
Focus on critical features to ensure robust data protection and efficient recovery:
Comprehensive Data Backup: Look for solutions that back up all Salesforce data, including standard and custom objects, metadata, and files (e.g., Spanning’s full org backups, OwnBackup’s metadata support) to prevent data loss.
Granular and Fast Recovery: Prioritize platforms with point-in-time restores, field-level recovery, and intuitive search to quickly recover specific records or hierarchies.
Security and Compliance Tools: Ensure AES-256 encryption, role-based access, and audit trails to protect data and meet regulatory standards.
Automation and Monitoring: Verify automated daily backups, real-time monitoring, and alerting (e.g., Skyvia’s scheduled backups, Spanning’s backup status alerts) to reduce administrative overhead and ensure data integrity.
Balance functionality with usability to maximize adoption and efficiency:
User-Friendly Interface: Avoid complex platforms that burden admins, opting for intuitive dashboards and self-service recovery (e.g., OwnBackup’s user-friendly UI, Backupify’s one-click restores) to simplify management.
Vendor Support Quality: Select providers with 24/7 support, detailed documentation, and resources like training or forums to assist with setup and recovery.
Testing and Trials: Use demos, free trials (e.g., offered by Spanning or Skyvia), or independent user reviews to validate backup reliability, restore speed, and fit before committing.
Our guide to the leading Salesforce backup and recovery solutions provides a comprehensive overview of platforms designed to protect critical Salesforce data and ensure rapid recovery for business continuity. The article evaluates tools based on features like comprehensive data backups, granular recovery, robust security, and automation, catering to organizations of all sizes. It emphasizes balancing scalability, usability, and compliance to safeguard Salesforce data against accidental deletions, corruption, or cyberattacks, while addressing limitations in Salesforce’s native backup capabilities.
Key Takeaways:
Holistic Data Protection: Top solutions back up all Salesforce data, including metadata and custom objects, to prevent loss from human errors, integrations, or ransomware.
Fast and Precise Recovery: Choose platforms with granular, point-in-time restores to recover specific records or hierarchies without downtime.
Secure and Compliant: Prioritize tools with encryption, compliance certifications, and automated backups to meet GDPR, HIPAA, or SOC 2 standards with minimal effort.
We’ve explored the leading Salesforce backup and recovery solutions, highlighting how these tools protect your Salesforce data with comprehensive backups, fast restores, and robust security. Now, we’d love to hear your perspective—what’s your experience with Salesforce backup platforms? Are features like granular recovery, automated backups, or compliance tools critical for your organization’s data protection strategy?
Selecting the right backup and recovery solution can transform how you ensure Salesforce data resilience, but challenges like setup complexity or restore performance can arise. Have you found a standout platform that’s simplified your data protection, or encountered hurdles with scalability or usability? Share your insights to help other organizations navigate the Salesforce backup landscape and choose the best tool for their needs.
Let us know which solution you recommend to help us improve our list!
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 is the Director of Content and a co-founder at Expert Insights; a rapidly growing media company focussed on covering cybersecurity solutions. He’s an experienced journalist and editor with 8 years’ experience covering the cybersecurity space. He’s reviewed hundreds of cybersecurity solutions, interviewed hundreds of industry experts and produced dozens of industry reports read by thousands of CISOs and security professionals in topics like IAM, MFA, zero trust, email security, DevSecOps and more. He also hosts the Expert Insights Podcast and co-writes the weekly newsletter, Decrypted. Joel is driven to share his team’s expertise with cybersecurity leaders to help them create more secure business foundations.
Craig MacAlpine is CEO and Founder of Expert Insights. Before founding Expert Insights in August 2018, Craig spent 10 years as CEO and founder of EPA Cloud, an email security provider that rebranded as VIPRE Email Security following its acquisition by Ziff Davies, formerly J2Global (NASQAQ: ZD) in 2013. Craig is a passionate security innovator with over 20 years of experience helping organizations to stay secure with cutting-edge information security and cybersecurity solutions. Using his extensive experience in the email security industry, he founded Expert Insights with the singular goal of helping IT professionals and CISOs to cut through the noise and find the right cybersecurity solutions they need to protect their organizations.