How you restore data will depend on the tools you’ve used. Trying to restore too much in one go will often result in lots of error messages which can be time consuming and stressful to unpick. Restoring manageable portions of data at a time will make it easier to spot and resolve any problems that may need troubleshooting as you go. So it’s important to work with tooling that has flexible restoration options that can accommodate the incidents you may encounter.Īs with metadata restoration, for large-scale data loss (where you need to restore more than 100,000 records) it’s best to restore your data in sections. As we’ve mentioned, no two data incidents are exactly the same. The final step is to restore the data you’ve lost or that has been corrupted. There’s more information on how to segment large metadata restoration here. If a large amount of metadata needs restoring, restoring the metadata in a series of smaller deployments is more likely to be successful. Having the correct metadata in place is vital for a successful data restoration. If the metadata in your org is altered or corrupted and you try to restore Salesforce data anyway, you’ll likely hit an error or could even cause further issues. However, if your metadata has been impacted, it’s best to start by restoring this from your backup first. Not every data incident will involve issues with your org’s metadata. Metadata restoration is an often overlooked but key part of a recovery plan. Once you know exactly what has been lost, you’re ready to plan the best way to restore for the specific data incident you’ve experienced. If you have backups from several points in time, which backup (or backups) do you need to use? Verify that the latest backups were successful and the data you plan to restore is sound. You need to be sure that you know exactly what has been lost or corrupted: which datasets, and which items of metadata. Then you’re ready to assess the extent and nature of the damage. So first make sure that the cause of data loss has been identified, contained, and eliminated. If you haven’t yet understood the cause and scope of the data loss, restoring data to your org might be making matters worse by obscuring what data has been lost and causing confusion. Probably the worst thing to do after any data loss is to rush in and start restoring data straight away. Instead, there are three key steps that lay the foundation for confidently restoring in any scenario. Because of that, it’s impossible to have a detailed plan for how to restore in any scenario. In the same way that data incidents can arise in many ways, the impact of those incidents will be unique too - no two data incidents are identical. What’s involved in a robust Salesforce data recovery plan? Being prepared for a restoration helps you recover your data quicker and more successfully. Amid the pressure and stress of a Salesforce incident, it’s vital to have a clear idea of how you should proceed rather than scrambling to work it out in the moment. Without a recovery process, you go into data restoration blind. Just having backups isn’t enough - you need a clear recovery process that your team can follow, should an incident arise. Thankfully, 87% of teams also back up their data or metadata. While that might seem high, it’s important to remember that data incidents can happen in a variety of ways. The State of Salesforce DevOps 2023 report found that 67% of respondents had experienced data or metadata loss in 2022. Why backups alone aren’t enough to safeguard your orgs In this article we’ll be running through what’s involved in building a robust recovery plan, and see how that restoration process works very differently if you’ve backed up using Data Export vs a backup solution like Gearset. Preparing a plan of action for restoring your org will save you from having to invent a restore process in the middle of a crisis. Whenever you find yourself needing to restore business-critical data to your Salesforce orgs, the chances are you’ll be working under pressure to repair your org quickly. But even with a backup process in place, you still need to think about your restore process way ahead of any data incident. Having a backup solution for your Salesforce environments is vital.
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