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 list top ten 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:
- Automated backup and on-demand restore
- Non-destructive restore from any point-in-time
- Compliance with ISO 27001, HIPAA, GDPR, OAuth, and MFA
- AES 256-bit encryption
- Data compare functionality, Sandbox Seeding and Smart Alerts included at no charge
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.
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:
- Broad coverage for cloud applications and SaaS applications, including Salesforce
- Flexible and scalable data storage options
- Resilient security and compliance features, including air-gapped data copies and ransomware detection
- Flexibility over data storage, including in the cloud or using existing on-prem storage options
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:
- Automated, daily Salesforce backups, with secure-air-gapped storage
- Restores Salesforce data to specific points in time, with just a few clicks
- Ensures data privacy, compliance, and residency regulations are followed
- Prevents duplicate content from being stored, with meta-data toggling
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:
- Secure, comprehensive backup of Salesforce data and meta-data
- Automated daily Salesforce backups
- Fast and streamlined restoration options
- Blockchain-based encryption
- Multiple backup copies across locations
- Granular search and restore functionality
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:
- Automated targeted backups, with granular scheduling customization
- Proactive data monitoring with smart alerting
- Data compare functionality to identify missing or altered data records
- Rapid restoration with granular searching and management policies
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:
- Backup and recovery for all cloud apps (CRMs, account, marketing e-commerce) in a single, unified solution
- Automated daily backups for cloud applications
- Comprehensive monitor and restore features
- Secure, encrypted storage to protect data
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.
Spanning, a leading backup and recovery solution, acquired by Kayesa 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:
- On-demand or automated daily backups for Salesforce with unlimited storage
- Rapid data remediation in the case of Salesforce downtime
- Compliant with a regulatory framework including SOC 2, HIPAA, and GDPR
- Point-in-time meta-data comparison with end-user self-service restore
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.
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:
- Secures data with the highest level of encryption, both in-transit and at-rest
- Automatic backup for all types of Salesforce data and metadata
- Granular recovery and comparison options
- Comprehensive reporting functionality
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 boasts 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:
- Highly scalable backups that automatically include new records and custom objects
- Unlimited storage and flexible restoration and remediation functionality
- Daily backups with an automated API tool
- Granular point-in-time restoration from data snapshots, with meta-data restore
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:
- Purpose built continuous data backup and recovery for Salesforce, with compare and hierarchy restore
- Flexible recovery options for Salesforce records, hierarchies, and metadata
- Flexible backup environment, including on-prem, AWS, and Azure
- Granular scheduling and management options with incremental sync
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.
FAQs
Why Is Backup For Salesforce Important?
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.
How Does Data Loss Happen?
Data loss can commonly occur if:
- Admins are making changes to large amounts of records in one-go, increasing the risk of accidental issues
- Rogue automations cause data to be loss of corrupted
- Account compromise attacks cause data to be lost or unreadable
- Service provider outage or downtime occurs
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.
Does Salesforce Offer Its Own Backup Solution?
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.,).
How Do Salesforce Data Backup And Recovery Solutions Work?
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.
What Are The Main Types Of Backup?
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.
- Comprehensive copy of data
- High amount of storage required
- Most time intensive form of backup
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.
- A full system can be restored from just two backups
- Low to medium storage is required, although this amount increases until another full back up is performed
- Backups can be captured quickly
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.
- A full restore requires multiple backups to be collated – this results in a slower restoration speed
- Backups are quick to perform and require relatively little storage space
- You have no duplicated files with this type, making it as efficient as possible
