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Druva Documentation

About Protecting Salesforce data with Salesforce Backup 2.0

Overview

Organizations collect information from customers, which includes Personally Identifiable Information (PII). Also, an organization's data includes business-critical information that requires data protection from user-inflicted errors, data corruption, and malicious activity. 

As an unprecedented amount of data storage moves to Cloud, it is imperative to:

  • Protect customer information by addressing data privacy for the Personally Identifiable Information (PII)
  • Safeguard your business-critical data with a disaster recovery solution

Let's understand how data protection is imperative for SaaS platforms like Salesforce. Here's a good example.

Salesforce includes complex object relationships for a record with multiple child objects and the nesting of objects. You may want to exercise caution when deleting a record else the delete operation may result in errors. If the organization follows a good backup and restore mechanism, it helps to roll back to a stable state of Salesforce data.

The necessity of data protection is not just limited to the recovery of your data. It is also imperative for companies to adhere to the commonly laid out regulations, such as the General Data And Protection Regulation (GDPR), which advocates respecting the privacy of a customer's data. 

With a focus on providing enhanced backup and restoration of your Salesforce data, we bring to you Salesforce Backup 2.0 solution. 
The following infographic provides a quick overview of the offering: 

Pre_release_infographic.png

Data Protection: About Backup and Restore with Salesforce Backup 2.0 App

You can ensure reliable backups combined with fast recovery. 

Following are some of the key benefits: 

Efficient backups 

  • Flexible data retention (from 1 year to multiple years or unlimited retention)
  • Support for full or partial backup. You can partially backup data set to exclude certain objects and fields
  • Create multiple data backup definitions for the same organization
  • Informative Dashboard - Manage and view backup history through our intuitive dashboard
  • Alerts - Notify user if specified objects surpassed the threshold for created, updated, or deleted records
  • Ad Hoc Backups - Perform manual backups to safeguard before large imports or deployments

Fast and easy restore

  • Restore to Any Point in Time - Choose from any backup file from which to restore your data
  • Restore With a Few Clicks - Select individual records or use a query to restore a large subset of records
  • Snapshot comparison-based restores - Before restore, you can compare the snapshots wherein, for data you can compare the objects, and for metadata you can compare the entity types
  • Maintain Child Relationships - Restore related records (master-detail & lookup) down the entire hierarchy
  • Prevent Duplicates - Matches Salesforce IDs to avoid creating duplicate records

Developer Efficiency: About Sandbox Seeding (Data Copy) with Salesforce Backup 2.0 App

You can populate sandboxes faster without leaving Salesforce.  

Following are some of the key benefits: 

Get the right data

  • Individual Record Selection - Hand select specific records needed for development or testing
  • Query-Based Selection - Use SOQL queries to grab a large subset of data and sub-queries to segment child records
  • Percentage-Base Selection - Create a duplicate of production that fits inside your sandbox

Easy operation with Complex Orgs

  • Automatically maintain relational records - master-detail and lookup
  • Copy children record down the entire object hierarchy
  • Hand select specific child objects to fine-tune your data set
  • Automatically includes any parent records to increase data integrity

Hide sensitive data

  • Advanced masking techniques to maintain format but conceal the value
  • Build lists to randomly populate into any field
  • Setup a global mask to hide any field for all copy projects
  • Mask existing records after a full or partial sandbox refresh

More data with fewer errors

  • Disable and re-enable metadata for better record migration success
  • Cross-referencing between environments to upsert existing records

Data governance with Salesforce Backup 2.0

  • Data masking - During restore and sandbox seeding you can apply data masks to replace sensitive information with fully functional data when data is copied
  • GDPR Compliance - Raise Subject Access Request (SAR) using the following available workflows:
    • Forget Record - Search through all backup file and delete specific records
    • Change Records - Change certain field values for a record through all backup files
    • Data Portability - Export records in a structured, commonly used format

Solution overview

The following diagram provides a high-level view of how the Salesforce App operates.

Note: The existing inSync App for Salesforce (Salesforce 1.0) will be replaced by the new Salesforce App.  

Deployment.png

  • Through an email invitation triggered from the inSync Management Console, you can create the first Salesforce App admin user and install the Salesforce App.
  • From the Salesforce App interface, this Salesforce App admin user then configures:
    • The environment: Source-Destination, Projects, Users
    • Backup definitions for backup
    • Data templates for sandbox seeding and restore 
  • You can trigger a manual backup or schedule a backup. Here, using the Subject Access Request capability, you can decide to remove certain information from the backups for GDPR compliance.
  • The data is backed up to the Druva Cloud. 
  • Using the Data Copy template, you can perform Sandbox Seeding and copy data to a different organization. Here you can use data masks to ensure that data copy is secure.
  • Using the Data Restore template, you can restore the data to the destination organization.
  • Before restore, you can also compare the snapshots. 

Interfaces

The Salesforce application integrates with the Druva Cloud Platform to provide a seamless experience. 

  • The Salesforce App interface allows you to perform all the key tasks. 

    Salesforce_App_GIF (1).gif
     
  • Along with the Salesforce App, the inSync Management Console also provides information about the users, sandboxes, and allows you to download data for business continuity in the event of downtime.  

    inSync_Salesforce_Backup_2.0_GIF (1).gif

Capabilities for personas 

The following section lists the different capabilities you can use depending on your role. 

Review the Licensing Details to understand the capabilities that are available with your license type. 

If you are an Admin

Capability

Description

Data Migration

Stop painful, time-consuming manual tasks to populate sandboxes by automatically migrating relational data between Salesforce environments.

See, Copy Data

Data Templates

Prevent repetitive tasks by saving a subset of test data to reuse multiple times on multiple sandboxes. 

See, Data Templates

Data Masking

Maintain data compliance by obfuscating sensitive data in your sandboxes. 

See,  Data Masking

Backup/Restore

Combat data and metadata loss by taking daily backups and easily restoring any missing records. 

See, Restore Data and Data Backup.

GDPR compliant

The Subject Access Request feature helps you to stay GDPR compliant with your backups. You can delete, edit, or export records from your backup files.

See, Data Masking.

If you are a Developer 

Capability

Description

Data Migration

Copy specific data plus relational records that correspond to your coding for more precise and effective testing.

See, Copy Data

Metadata Migration

Visually compare code differences between environments easily select the changes to deploy from one window.

See, Copy Data

Data Templates

Save a subset of relational data along with settings as a template to reuse over and over. Create a library for every testing scenario and share it with coworkers.

See, Data Templates

Data Masking

Quickly invalidate emails during a data copy to prevent accidental emails from being sent during testing. 

See,  Data Masking.

Backup/Restore

Protect existing metadata before large deployments with ad hoc backups and easily revert back in case of errors. 

See, Restore Data and Data Backup.

Where to go from here

Key Terms

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