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ourjobagency · 2 years ago

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5 Easy Ways To Improve Salesforce Data Backup Recovery Strategy

In today's data-driven world, businesses rely heavily on Customer Relationship Management (CRM) systems like Salesforce to manage their customer information, track sales, and drive growth. However, even the most robust platforms are not immune to data loss or system failures. That's why having a solid Salesforce data backup and recovery strategy is crucial for ensuring business continuity. In this blog post, we'll explore five easy ways to enhance your Salesforce data backup and recovery strategy.

Regularly Scheduled Backups:

The foundation of any effective data recovery strategy is regular data backups. Salesforce provides a built-in data export tool that allows you to export data in a structured format, such as CSV or Excel. Set up a routine schedule for these exports to ensure that your data is backed up consistently. Depending on your organization's needs, you may choose to perform daily, weekly, or monthly backups.

Automate Your Backups:

Manually exporting data can be time-consuming and prone to errors. To streamline the process, consider automating your Salesforce data backups using third-party backup solutions. These tools can schedule and execute backups automatically, ensuring that your data is consistently and reliably backed up without manual intervention.

Store Backups Securely:

Backing up your Salesforce data is only half the battle. Equally important is where you store those backups. Utilize secure and redundant storage solutions, such as cloud storage platforms like Amazon S3 or Google Cloud Storage. Implement encryption and access controls to safeguard your backups from unauthorized access.

Test Your Recovery Process:

Having backups is essential, but they're only as good as your ability to recover data from them. Regularly test your data recovery process to ensure that it works as expected. Document the steps, and make sure that your team is familiar with the recovery procedures. Conducting mock recovery drills can help identify and address any potential issues before they become critical.

Monitor and Alerting:

Proactive monitoring is key to identifying data backup and recovery issues early. Implement monitoring and alerting systems that notify you of any backup failures or anomalies. This way, you can take immediate action to rectify issues and minimize data loss in case of a failure.

Consider Salesforce Data Archiving:

As your Salesforce database grows, it can become challenging to manage large volumes of data efficiently. Salesforce offers data archiving solutions that allow you to move older or less frequently accessed data to a separate storage location. This can help reduce storage costs and improve system performance, making your data recovery strategy more manageable.

In conclusion, enhancing your Salesforce data backup and recovery strategy doesn't have to be complicated. By implementing these five easy steps, you can significantly improve your organization's ability to recover critical data in the event of data loss or system failures. Remember that data is the lifeblood of your business, and a robust backup and recovery strategy is your insurance policy against unforeseen disasters.

#Salesforce best practices #Data loss prevention #Backup automation #Data retention policies #Data encryption #Salesforce customization #Data recovery testing #Backup monitoring #Data recovery procedures #Data backup optimization #Salesforce data protection #Backup reliability #Data restoration #Backup storage solutions #Data backup documentation #Salesforce metadata backup #Data backup strategy evaluation #Data backup policies #Salesforce data backup best practices

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salesforce-blog · 2 years ago

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DataArchiva: Easy Data & Metadata Backup & Recovery Application for Salesforce

Protect your critical business data & metadata in Salesforce & prevent any potential data loss with auto backup & reliable recovery. Bring your Cloud (AWS, Azure, Heroku, GCP) or On-prem, own your storage (S3, SharePoint, Drive) & retain 100% control.

Link: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FvKnuUAF

#Salesforce #SalesforceDataArchiva #SalesforceDataArchiving #SalesforceArchiveData #SalesforceArchiving

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savitadataarchiva · 2 days ago

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How to Restore Salesforce Data Without Overwriting Valid Records: A Deep Dive into DataArchiva’s Precision Backup & Recovery

In today’s digital ecosystem, where Salesforce drives sales, service, and customer operations, data loss is more than a technical glitch—it’s a business nightmare. Nearly 40% of organizations using SaaS platforms like Salesforce have reported accidental data loss due to human errors, bad integrations, or internal overwrites.

While backups are common, restoring Salesforce data without overwriting recent, valid records is where most businesses hit a wall. That’s where DataArchiva steps in with a purpose-built Salesforce backup and restore solution that offers granular, point-in-time recovery—without disrupting your live environment.

Let’s explore the five essential capabilities that make DataArchiva a game-changer in non-destructive Salesforce data recovery.

Why Precise Salesforce Data Recovery is a Must-Have Imagine this: a team member runs a faulty bulk update, wiping out Opportunity stages across hundreds of records. Or an API integration misfires, pushing incorrect updates to thousands of contacts.

Salesforce’s built-in recovery options like weekly exports or full org recovery are time-consuming, expensive, and lack precision. The last thing you want is to overwrite accurate, updated records with old versions from a blunt-force restore.

Selective, object-specific, and field-level restore is what businesses need—and that’s exactly what DataArchiva offers.

Point-in-Time Backup for Instant Rollback A reliable recovery starts with automated, frequent backups that can rewind your Salesforce org to a specific moment.

With DataArchiva’s point-in-time backup, you can:

Schedule automatic backups of data, metadata, and attachments

Store data securely in your own AWS S3, Azure, or on-prem environments

Maintain a historical backup timeline for flexible recovery

This allows you to undo changes from last night, last week, or even last quarter—all while keeping the rest of your org untouched.

Granular Restore with Record-Level Precision One of the most powerful features of DataArchiva is its granular recovery:

Restore specific records, fields, or even changed values only

Filter by object, date, record type, or field

Compare current vs previous versions before applying restore

Avoid rolling back unaffected data

Whether it's 10 leads or 10,000 accounts, you choose what to restore, and what to leave untouched—a level of flexibility that few backup solutions offer.

Metadata Backup & Restore: Don’t Leave Your Configurations Behind Backing up data without metadata is like restoring a house without the blueprint. DataArchiva ensures you can also:

Backup and restore custom fields, page layouts, flows, and validation rules

Maintain data-model integrity by syncing metadata with data

Restore metadata in sandbox or production environments for safe testing

This guarantees that all your customizations, automations, and configurations come back intact.

Non-Destructive Restore Workflows That Protect Your Live Data With DataArchiva, there’s no more “restore and pray”. The platform offers:

Staging restore in a sandbox before pushing to production

Selective merge, update, or append options

Rule-based actions to avoid overwriting correct values

Visual previews before applying changes

You get full control over the restore process with zero disruption to operational data. It’s perfect for governance, compliance, and peace of mind.

Audit Logs & Compliance Reporting In regulated industries like healthcare, finance, or legal, every restore must be logged and auditable.

DataArchiva provides:

Detailed logs of what was restored, when, and by whom

Field-level change history

Exportable reports for auditors or compliance teams

This level of transparency and control makes it easier to meet GDPR, HIPAA, or SOX mandates without extra tooling.

Why Leading Enterprises Trust DataArchiva With customers across 15+ industries, DataArchiva stands out for its:

Full support for data, metadata, and attachments

Native Salesforce interface for ease of use

Bring-your-own-cloud flexibility (AWS, Azure, On-Prem)

Enterprise-grade encryption and role-based access

Seamless UI for Admins, DevOps, and Compliance Teams

It’s more than a backup tool—it’s a full-fledged Salesforce data protection platform built natively on the platform you already use.

Real-World Success: Legal Firm Gains Total Control A major US-based legal services provider used DataArchiva to take complete control over Salesforce data backup, recovery, and compliance. With the solution’s non-destructive restore workflows and complete logging, the firm achieved faster recovery, full transparency, and ironclad compliance with industry regulations.

Final Thoughts: Eliminate Panic from Salesforce Data Loss Let’s be honest—data loss is inevitable, whether through mistakes, integrations, or broken automations. But losing control over your restore process? That’s optional.

With DataArchiva, you can:

✅ Backup any object ✅ Restore any record ✅ Compare versions ✅ Protect valid data ✅ Stay compliant

All without leaving your Salesforce environment.

#salesforce backup #salesforce data protection #salesforce data cloud

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parker-123 · 18 days ago

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Why Choose SharePoint Consulting Services for Your Business?

SharePoint is a web-based platform developed by Microsoft to improve collaboration, streamline content management, and facilitate document sharing across teams. Companies use it to centralize information, automate workflows, and boost internal productivity. While the out-of-the-box version of SharePoint offers some powerful tools, it often needs customization to suit specific business needs — and that’s where SharePoint consulting becomes crucial.

The Business Value of SharePoint Consulting

A SharePoint consulting firm provides strategic guidance, hands-on support, and technical implementation. Businesses that partner with a reliable SharePoint consulting service experience smoother transitions, better platform use, and ultimately, stronger ROI.

Customization Aligned With Business Needs

No two businesses are alike — and neither should their SharePoint environment be. SharePoint consulting services help tailor the platform to reflect your unique workflows, permissions, data architecture, and business goals. Instead of using a one-size-fits-all model, consultants adapt the platform to suit your team's exact way of working.

Scalability and Future-Proofing

Working with an experienced SharePoint consulting firm ensures your system grows with your business. Whether you're scaling from 50 employees to 500 or integrating new departments, consultants help build a structure that doesn’t collapse under pressure. They also help you plan for updates, data migration, and compliance with future changes.

Unlocking Automation and Efficiency

SharePoint isn’t just a fancy file cabinet. When implemented correctly, it can automate repetitive tasks, reduce email clutter, and connect different systems across your organization. SharePoint consulting services help businesses harness features like Power Automate, integrated workflows, and document lifecycle management.

Faster Workflow Processes

From employee onboarding to customer service processes, SharePoint can automate steps that otherwise take hours or even days. A SharePoint consulting firm knows how to align these processes with your specific operations, cutting delays and saving time.

Centralized Document Management

Forget scattered documents across email threads and local folders. SharePoint offers a secure, searchable, and centralized document repository. Consultants help you implement metadata, version control, and access permissions — ensuring the right people have access to the right documents.

Enhanced Security and Compliance

Security is a top concern for any business using cloud services. SharePoint consulting experts assist in building strong governance policies, data protection strategies, and regulatory compliance mechanisms.

Role-Based Access and Permission Management

One of the biggest advantages of working with a SharePoint consulting firm is the ability to define fine-grained access controls. Whether it's internal departments or external vendors, consultants ensure only the appropriate users have access to specific content.

Backup, Recovery, and Data Retention

Consultants help implement automated backups, data retention policies, and disaster recovery solutions. These elements are crucial in regulated industries like healthcare, finance, and legal sectors.

Seamless Integration With Microsoft 365 and Beyond

SharePoint integrates effortlessly with other Microsoft 365 tools like Teams, Outlook, OneDrive, and Power BI. A SharePoint consulting firm ensures your systems are interconnected — enabling better data visibility and smoother cross-functional collaboration.

Personalized Dashboards and Reporting

Need a custom dashboard showing KPIs pulled from Excel and Power BI? SharePoint consulting services make it happen. These integrations turn SharePoint into a central business hub, not just a document manager.

External Systems and APIs

Whether you use a CRM like Salesforce or a project management tool like Jira, SharePoint can often be integrated with third-party platforms. SharePoint consultants handle these complex integrations and provide training to ensure teams use them effectively.

Training and Change Management Support

Adopting SharePoint requires a culture shift, especially if your organization is moving from shared drives or paper processes. SharePoint consulting services include onboarding support, user training, and long-term change management planning.

Hands-On Training Programs

Consultants often design custom training modules, webinars, and in-person sessions to ensure users know how to leverage SharePoint fully. This not only boosts adoption but also minimizes user resistance.

Ongoing Support and Maintenance

Even after launch, SharePoint environments require updates, monitoring, and periodic adjustments. Partnering with a SharePoint consulting firm means you have access to ongoing support — reducing the load on your internal IT team.

Saving Time and Reducing Costs

While hiring a consultant may seem like an added expense, it often results in cost savings over time. Mistakes in configuration, downtime, and inefficient workflows cost far more in the long run. SharePoint consulting services streamline setup and reduce the risk of error.

Avoiding Costly Mistakes

DIY SharePoint setups can lead to fragmented structures, security holes, and poor user experience. Consultants ensure best practices are followed from day one, helping your business avoid expensive rework.

Faster Deployment and ROI

With expert guidance, you can go live with your SharePoint environment faster and start realizing its benefits sooner. Whether your goal is increased collaboration or reduced administrative workload, a SharePoint consulting firm helps you get there efficiently.

Tailored Solutions for Every Industry

SharePoint’s flexibility makes it suitable across industries — but the implementation process differs for each. SharePoint consulting services offer industry-specific expertise, ensuring your platform meets both business and regulatory requirements.

Use Cases Across Sectors

Whether you're in manufacturing, education, finance, or healthcare, SharePoint can be customized to meet your needs. Consultants understand these sector-specific demands and develop solutions accordingly.

Pre-Built Templates and Components

Many SharePoint consulting firms offer pre-built frameworks, templates, and modules based on previous successful deployments. This speeds up implementation while maintaining flexibility for customization.

When Should You Hire a SharePoint Consulting Firm?

If your business is growing, shifting to hybrid work, or undergoing a digital transformation, now is the right time. Even if you're already using SharePoint, a consulting firm can audit your current environment, identify inefficiencies, and recommend enhancements.

Signs You Need Consulting Support

You're struggling with user adoption, permissions are messy, workflows are inconsistent, or your system feels clunky. These are common signs that your SharePoint platform isn't optimized — and that professional help can make a difference.

Long-Term Strategic Benefits

Working with a SharePoint consulting firm doesn’t just solve short-term problems. It helps align your collaboration strategy with your business goals — making your teams more productive, secure, and agile.

Conclusion

Choosing SharePoint consulting services isn’t just about implementing a tool — it’s about transforming how your business collaborates, manages content, and operates day to day. Whether you're just getting started or looking to improve your existing environment, partnering with a SharePoint consulting firm provides the technical expertise and strategic vision needed to succeed. With the right support, SharePoint becomes more than software — it becomes the digital backbone of your organization.

FAQs

Q1. What does a SharePoint consulting firm actually do? A SharePoint consulting firm helps design, implement, and optimize SharePoint platforms to suit your specific business needs.

Q2. Can small businesses benefit from SharePoint consulting services? Absolutely. Even small businesses can gain improved collaboration, document control, and automation through expert SharePoint setup.

Q3. How long does it take to implement SharePoint with a consultant? Timelines vary, but a basic implementation can take a few weeks. Larger or more customized setups may take a few months.

Q4. Is SharePoint consulting only needed during the initial setup? No. Ongoing consulting support can help with updates, integrations, user training, and performance optimization.

Q5. Are SharePoint consulting services expensive? While there's an upfront cost, the long-term savings and efficiency gains often outweigh the investment.Source: https://diigo.com/0105nq7

#technology #business #SharePoint consulting #SharePoint consulting firm

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salesforce-metadata-app-migso · 5 months ago

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Looking to Mass Clone Salesforce Objects with migSO?

Mass cloning Salesforce objects can be a game-changer for organizations or individuals looking to streamline their operations and save valuable time. However, by default, Salesforce does not allow you to mass clone objects, and manually cloning objects from one org to another is tedious and time-consuming which leads to higher costs. That’s where migSO steps in to revolutionize the process.

migSO is a native Salesforce app crafted by our experts, designed to seamlessly clone, export, and manage distinct Salesforce metadata items—all within a single platform. Strictly built as per Salesforce AppExchange guidelines, migSO ensures reliability, efficiency, and maximum value from your Salesforce metadata.

But before diving into how migSO simplifies mass cloning, let’s first explore why businesses need to mass clone Salesforce objects in the first place.

The Need to Mass Clone Salesforce Objects

Here are some reasons why the admin needs to mass clone Salesforce objects from their orgs-

Save time & effort: It can save significant time and effort, especially when you need to clone the same objects in different Salesforce Org.

Consistency across orgs: It facilitates consistency across different Salesforce orgs, ensuring that objects carry the same fields and configuration while reducing discrepancies.

Quick adaption to business changes: It allows admins to rapidly create and deploy new objects to quickly adapt to business strategy shifts.

Backup & recovery: In case of accidental deletion or misconfiguration of an object in an org, you can clone the lost object from source org quickly while eliminating extensive rework.

Mass Clone Salesforce Objects in a Few Clicks With migSO

Given below are the steps to mass clone Salesforce objects using migSO-

Step 1. Open migSO via App Launcher

Click “App Launcher” and search & select migSO.

Step 2. Select Clone Wizard

Step 3. Select Metadata Item

Step 4. Select Source Org

Step 5. Choose Objects & Deploy

Step 6. Select Relevant Metadata Items to Clone

Step 7. Review Deployment Status

Step 8. Set Fields Permission

Step 8. Download Report

Conclusion

The process to manually cloning Salesforce objects is a hectic task; however, migSO simplifies this process by empowering admins to mass clone Salesforce objects from one org to another seamlessly. Whether you aim to mass clone metadata items or quickly export them in bulk, migSO is your ultimate solution for all metadata operation needs—empowering you to work smarter, faster, and with remarkable efficiency.

Who are We?

Tech9logy Creators is a Registered Salesforce Consulting and ISV Partner Company with over 11+ years of experience. We have a certified team of developers with extensive knowledge about Salesforce AppExchange and provide you with the best-in-class personalized apps. Our dedicated Salesforce experts help you bring the best out of your CRM and ensure your business operates at its highest potential.

Contact us for more information.

#Salesforce Clone Objects #Clone Objects in Salesforce #Clone Bulk Objects in Salesforce #Clone Mass Objects in Salesforce

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shangri-la-spa24 · 6 months ago

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Streamlining Development with DevOps Salesforce

DevOps Salesforce is a powerful approach that blends the best practices of DevOps with Salesforce development, enabling businesses to achieve faster, more reliable deployments. By integrating DevOps principles with Salesforce, organizations can optimize development workflows, reduce manual errors, and deliver high-quality applications at a faster pace.

Salesforce's inherent flexibility makes it a top choice for businesses looking to customize solutions for their unique needs. However, managing its development lifecycle can be complex. This is where DevOps Salesforce tools and methodologies come into play. They facilitate version control, automated testing, and continuous integration/continuous deployment (CI/CD) pipelines. This ensures that changes are deployed smoothly while minimizing disruptions to production environments.

Key tools in the DevOps Salesforce ecosystem, such as Copado, Gearset, and AutoRABIT, simplify tasks like metadata management, automated backups, and deployment tracking. These tools empower teams to work collaboratively, even in multi-developer environments, by providing visibility and control over changes in real-time.

Adopting DevOps Salesforce also enhances agility, a critical factor for businesses operating in dynamic markets. With shorter development cycles and automated testing, teams can respond quickly to user feedback and roll out updates with minimal downtime. This is especially beneficial for companies relying on Salesforce as their CRM platform to maintain seamless customer experiences.

In conclusion, DevOps Salesforce bridges the gap between development and operations teams, creating a cohesive environment for delivering scalable, reliable solutions. Whether you are scaling your Salesforce applications or streamlining workflows, embracing DevOps Salesforce methodologies is a smart move for sustained growth and innovation.By implementing DevOps Salesforce best practices, companies can unlock the full potential of their Salesforce ecosystem, ensuring competitive advantage and operational efficiency in today’s fast-paced digital landscape.

#devops #salesforce #crm #platform

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govindhtech · 8 months ago

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Amazon Web Service S3: How It Works And Its Advantages

Object storage from Amazon web service S3 is designed to allow you to access any quantity of data from any location.

What is Amazon S3?

An object storage solution with industry-leading scalability, data availability, security, and performance is Amazon Simple Storage solution (Amazon S3). For almost any use case, including data lakes, cloud-native apps, and mobile apps, millions of users across all sizes and sectors store, manage, analyze, and safeguard any quantity of data. You may optimize expenses, arrange and analyze data, and set up precise access restrictions to satisfy certain business and regulatory requirements with affordable storage classes and user-friendly administration tools.

How it works

Data is stored by Amazon S3 as objects in buckets S3. A file and its metadata are objects. A bucket is an object’s container. You must first establish a bucket and choose an AWS Region and bucket name before you can store your data in Amazon web service S3. After that, you upload your data as objects in S3 to that bucket. Every object in the bucket has a key, also known as a key name, which serves as its unique identification.

You can customize the functionality offered by S3 to suit your unique use case. For instance, you can restore mistakenly erased or overwritten objects by using Amazon S3 Versioning to store multiple copies of an object in the same bucket. Only those with specifically allowed access permissions can access buckets and the items within them since they are private. S3 Access Points, bucket policies, AWS IAM policies, and ACLs can manage access.Image credit to Amazon

Advantages of Amazon S3

Amazon S3 has unparalleled performance and can store almost any size of data, up to exabytes. Because Amazon web service S3 is completely elastic, it will automatically expand and contract as you add and delete data. You simply pay for what you use, and there’s no need to supply storage.

Sturdiness and accessibility

Amazon S3 offers industry-leading availability and the cloud’s most robust storage. Supported by the strongest SLAs in the cloud, S3’s distinctive architecture is built to deliver 99.99% availability and 99.999999999% (11 nines) data durability by default.

Data protection and security

Protect your data with unmatched security, compliance, and access control. Besides being private, safe, and encrypted by default, Amazon S3 has many auditing options to monitor requests for access to your resources.

Best performance at the lowest cost

Large volumes of data that are accessed frequently, seldom, or infrequently can be cost-effectively stored with Amazon web service S3 automated data lifecycle management and numerous storage classes with the greatest pricing performance for any application. Amazon S3 provides the throughput, latency, flexibility, and resilience to guarantee that storage never restricts performance.

S3 amazon price

A 12-month free trial of S3’s free tier includes 100 GB of data transfer out per month, 20,000 GET requests, 2,000 PUT, COPY, POST, or LIST requests, and 5GB of Amazon S3 storage in the S3 Standard storage class.

Only pay for what you actually use. There isn’t a minimum fee. The Amazon S3 Pricing of requests and data retrieval, data transport and acceleration, data management and insights, replication, and transform and query features are the cost components of S3.

Use cases

Construct a data lake

A data lake can hold any size structured or unstructured data. High-performance computers, AI, machine learning, and data analytics maximize data value.

A secure Amazon S3 data lake lets Salesforce users search, retrieve, and analyze all their data.

Make a backup and restore important data

With S3’s powerful replication capabilities, data security with AWS Backup, and a range of AWS Partner Network solutions, you can meet your recovery time goal (RTO), recovery point objective (RPO), and compliance needs.

Terabytes of photos may be restored in a matter of hours rather than days with Ancestry’s usage of Amazon web service S3 Glacier storage classes.

Data archiving at the most affordable price

To cut expenses, remove operational hassles, and obtain fresh insights, move your archives to the Amazon S3 Glacier storage classes.

Using Amazon S3 Glacier Instant Retrieval, the UK public service broadcaster BBC safely moved their 100-year-old flagship archive.

Make use of your data

Amazon S3 might be the beginning of your generative AI journey because it averages over 100 million requests per second and stores over 350 trillion objects exabytes of data for almost every use case.

Grendene is employing a data lake built on Amazon web service S3 to develop a generative AI-based virtual assistant for its sales force.

Read more on Govindhtech.com

#AmazonWebServiceS3 #AmazonS3 #AI #AWSBackup #S3storage #dataavailability #News #Technews #Technology #Technologynews #Technologytrends #govindhtech

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techforce-services · 9 months ago

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Salesforce AppExchange Partners and DevOps Integration

Introduction: The Salesforce ecosystem offers a vast array of resources to enhance customer relationship management and business operations. Among the most valuable resources available to Salesforce users are AppExchange Partners—third-party developers offering tools and services tailored to work seamlessly with Salesforce. These partners provide essential DevOps Solutions that optimize processes like deployment, testing, monitoring, and compliance. By integrating the right AppExchange solutions, companies can streamline their DevOps workflows and maximize their Salesforce investment. This article highlights the benefits of collaborating with Salesforce AppExchange Partners for DevOps and explains how to select the best partners for your needs.

Understanding the Role of AppExchange Partners in Salesforce DevOps Salesforce AppExchange is an online marketplace where users can find applications, components, and consulting services designed to enhance their Salesforce environment. For DevOps, AppExchange partners offer specialized tools that improve automation, security, collaboration, and deployment capabilities within Salesforce. These solutions help development and operations teams adopt best practices in DevOps, ensuring continuous integration, continuous delivery, and robust system reliability.

Through Solution AppExchange Partners, businesses can access tools that are specifically designed to overcome the challenges unique to Salesforce DevOps, such as managing metadata, handling customizations, and deploying changes smoothly. By choosing the right partners, companies can not only speed up their release cycles but also improve overall system stability and team collaboration.

Top AppExchange Partners for DevOps Solutions Many AppExchange Partners provide outstanding DevOps tools for Salesforce environments. Here are three leading partners that offer popular DevOps solutions:

Copado Copado is a widely recognized leader in Salesforce DevOps solutions, offering a suite of CI/CD tools that automate Salesforce deployments, testing, and monitoring. Copado simplifies version control, making it easier for teams to track and manage changes. Additionally, it provides a user-friendly interface and robust compliance features, making it ideal for organizations with strict regulatory requirements. With Copado, Salesforce teams can ensure consistent, error-free deployments across complex environments.

Gearset Gearset is another popular DevOps tool on the AppExchange, known for its intuitive interface and powerful features. Gearset automates deployments, testing, and monitoring, and it’s particularly well-suited for teams that need reliable release management solutions. Gearset’s version control and rollback options reduce risks during deployments, ensuring teams can revert changes if necessary. It also supports cross-org comparisons, making it easier to track changes and maintain consistency across multiple Salesforce environments.

Flosum Flosum offers a native Salesforce DevOps platform focused on compliance, security, and ease of use. Designed for enterprises, Flosum provides tools for version control, CI/CD automation, and data backup. It supports compliance needs through features like audit tracking and encryption, making it an ideal choice for industries with strict security standards. Flosum’s end-to-end platform also integrates well with other DevOps tools, providing flexibility for teams looking to create a comprehensive DevOps pipeline.

How AppExchange Partners Drive DevOps Success AppExchange Partners add value to DevOps in Salesforce by streamlining complex processes, improving collaboration, and reducing manual work. By automating key functions like testing and deployment, these partners help teams work faster and minimize errors, leading to more stable releases. Additionally, by leveraging these tools, companies can maintain compliance, monitor system performance in real-time, and quickly resolve any issues that arise. This makes it easier for teams to manage complex Salesforce-managed service configurations, allowing for seamless updates and improved system uptime.

Selecting the Right AppExchange Partners for Your Business Choosing the right AppExchange partner depends on your company’s specific DevOps needs. For organizations focused on compliance, Flosum might be the best choice due to its strong security features. For teams looking to simplify complex deployments and improve version control, Copado and Gearset both offer excellent options. It’s also important to consider factors like scalability, integration capabilities, and user support when selecting a partner. Ideally, the chosen DevOps tool should integrate well with your current setup and align with your long-term business goals.

Conclusion: Collaborating with Salesforce AppExchange Partners for DevOps brings immense value to organizations by enhancing automation, boosting collaboration, and improving system reliability. The right AppExchange partner can transform Salesforce DevOps, helping businesses deploy updates faster, reduce errors, and achieve better outcomes overall. As Salesforce environments grow more complex, the role of trusted AppExchange Partners becomes even more critical for companies looking to maintain an agile and efficient DevOps pipeline. By selecting partners that align with your unique needs, you can optimize your Salesforce environment and drive continuous improvement in your operations.

#Salesforce Appexchange Partner #Salesforce Managed Service #DevOps Solutions

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abha-23 · 2 years ago

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#Salesforce Data Protection #Salesforce Data Backup and Recovery #Salesforce Data Backup #Salesforce backup solution #metadata backup in Salesforce

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braydendiegoven · 4 years ago

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6 Best Practices for Salesforce Data Governance

Not all data is created equal. Duplicate records, miscalculated reports, and outdated information are all examples of data that don’t offer benefits to your Salesforce environment. In fact, they can actively make it more difficult to utilize system data in an advantageous way.

Salesforce data governance is aimed at organizing your data in a useful way, while also improving the overall quality of available data.

But like any effort in Salesforce, the degree to which you see benefits will depend on how well you execute the task. Employing a generic Salesforce data governance plan won’t inherently improve your quality of data.

A data governance plan that is tailored to your needs—and put together with some best practices in mind—will provide the most benefits and serve your company moving forward.

But how do you know how to implement such a system? How do you personalize it to your Salesforce environment? And how do you ensure you are seeing the greatest return on your efforts?

Here are 6 best practices to keep in mind for Salesforce data governance:

1. Put Together a Data Governance Team

2. Establish a Salesforce Data Governance Framework

3. Archive Unused Data

4. Frequently Update Data Security Tactics

5. Documentation Must Be Maintained

6. Maintain a Current Data Backup

1. Put Together a Data Governance Team

Salesforce data governance is not a one-time task. It is an ongoing consideration that needs to be tended to by dedicated team members.

The first step toward a successful data governance effort is to put capable and talented members of your team in place to achieve your goals.

A senior executive should be designated as the manager of your data governance team. This role will be tasked with overseeing the various efforts and keeping everyone unified in their approach. Tracking progress through identifiable and measurable goals is an essential aspect of a successful data governance manager.

Areas such as IT, marketing, and finance departments will all need their own data governance leaders. These individuals will be in charge of establishing data governance efforts and then implementing them. They will work with the senior executive to ensure everyone’s on the same page.

Representatives within each of these departments will be in charge of monitoring data quality, producing reports after analyzing available data, and interpreting collected data for adherence to company standards. These advocates perform the functional tasks of the data governance strategy and report to their leaders.

2. Establish a Salesforce Data Governance Framework

The way in which your company collects, stores, and uses data needs to be governed by rules and identified processes. A framework of operations will define who will fill the roles stated above, as well as the exact duties expected of each role.

This will help ensure uniform handling of system data through stipulations of how data is to be gathered and stored.

A clear framework will make it much easier for team members to find and use applicable Salesforce data. This will be performed by utilization of a few key metrics:

· Quality Indicators

· Data Elements

· Policies and Processes

· Data Quality Rules

· Risk and Privacy Metrics

A Salesforce data governance framework should address three major aspects:

1. Discovery of Data: Define the data, its source, and how it relates to your business.

2. Execution of Governance: Essential process components such as managing data quality, addressing issues, protecting privacy, and more.

3. Monitor the Processes: Examine the success of your efforts and use the metrics to improve processes.

3. Archive Unused Data

Your Salesforce environment is going to grow over time. Data and metadata are going to grow along with it. Salesforce data governance depends on your ability to stay on top of active data and organize it in a useful manner.

Data that has potential to be useful but isn’t currently needed can be moved off-platform to long term storage. This is called “data archiving” and it can further streamline your Salesforce environment.

Removing this data from your system makes it easier to stay on top of currently useful data. Your team will have less data to sort through. And when it comes time to backup your Salesforce environment, the process will be quicker.

4. Frequently Update Data Security Tactics

Salesforce data governance might include moving data sets to new locations. This means data security measures are going to need constant attention to ensure sensitive or otherwise important information doesn’t become compromised.

Data security needs to be a constant concern when arranging and addressing various data governance considerations.

Protecting your system data—as well as that of your employees, vendors, and more—must be maintained as you sort and verify your Salesforce data. Depending on your industry, there may be government regulations in place that stipulate exactly how this must be done. But every business—regardless of industry—needs to maintain adequate levels of data security.

5. Documentation Must Be Maintained

The representatives from each department should work with their teammates to ensure each piece of analyzed and organized data is documented so it can be found when it is needed. There isn’t much of a point to working through a Salesforce data governance strategy if the end result isn’t usable.

Consistent communication is essential to keep your data repositories organized and optimized.

Every member of your team will be better able to complete their tasks when they have all the information they need.

6. Maintain a Current Data Backup

Backing up your data is an essential aspect of a successful Salesforce data governance strategy. Your data needs to be organized and optimized, but what happens when you lose access to your data altogether?

Data loss events are unfortunately common—whether due to cybercriminals, natural disasters, or accidental deletions. A current backup is necessary to quickly returning to service.

Finding a reliable Salesforce data backup and recovery solution like AutoRABIT will ensure that your backup repository will be current.

#Salesforce data governance #Data Governance on Salesforce #Data Security Tactics #data archiving #Salesforce Data Governance Framework #data governance plan

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santoshbisp · 4 years ago

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Salesforce Net Integration Salesforce Integration Case Study

You can also take the backup of your organization customisation settings just by fetching the metadata WSDL from your Salesforce org. For this You need to click setup>type API-Click on API >Click Generate metadata WSDL and download the xml file.

#salesforceIntegrationwithinformatica expertsalesforceintegrationonlinetraining Salesforce.netIntegrationtutorial Salesforceadvancedintegrati

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jobsine · 4 years ago

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Salesforce QA Engineer Job For 6-9 Year Exp In AutoRabit Software Private Limited Hyderabad / Secunderabad - 3891097

Salesforce QA Engineer Job For 6-9 Year Exp In AutoRabit Software Private Limited Hyderabad / Secunderabad – 3891097

AutoRABIT ProfileAutoRABIT is the leader in DevOps and CI/CD for SaaS platforms such as Salesforce. Its unique metadata-aware capability makes Release Management, Version Control, and Backup & Recovery complete, reliable, and effective. AutoRABIT s highly scalable framework covers the entire DevOps cycle, which makes it the favorite platform for companies, especially large ones who require…

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fouldreamernut · 4 years ago

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Dbeaver Mysql Client

DBeaver Overview

DBeaver is a free, open source multiplatform database management tool and SQL client for developers and database administrators. DBeaver can be used to access any database or cloud application that has an ODBC or JDBC driver, such as Oracle, SQL Server, MySQl, Salesforce, or MailChimp. Devart DBeaver provides you with the most important features you'd need when working with a database in a GUI tool, such as:

SQL queries execution

Metadata browsing and editing

SQL scripts management

Data export/import

Data backup

DDL generation

ER diagrams rendering

Test data generation

BLOB/CLOB support

Database objects browsing

Scrollable resultsets

The tool comes in two editions — Community and Enterprise. Enterprise Edition supports NoSQL databases, such as MongoDB or Cassandra, persistent query manager database, SSH tunneling, vector graphics (SVG) and a few other enterprise-level features. Note though that you can access a MongoDB database from DBeaver Community Edition using the respective Devart ODBC driver. For the purposes of this guide, we'll use the Community Edition of DBeaver to retrieve data from Oracle via the Open Database Connectivity driver.

Creating an ODBC Data Source to Use Oracle Data in DBeaver

Click the Start menu and select Control Panel.

Select Administrative Tools, then click ODBC Data Sources.

Click on the System DSN tab if you want to set up a DSN name for all users of the system or select User DSN to configure DSN only for your account.

Click the Add button and double-click Devart ODBC Driver for Oracle in the list.

Give a name to your data source and set up the connection parameters.

Click the Test Connection button to verify that you have properly configured the DSN.

When using ODBC driver for Oracle with DBeaver, SQL_WVARCHAR data types may be displayed incorrectly in DBeaver. To prevent this, you need to set the string data types to Ansi either in the Advanced Settings tab of the driver configuration dialog or directly in the connection string (String Types=Ansi) — all string types will be returned as SQL_CHAR, SQL_VARCHAR and SQL_LONGVARCHAR.

Connecting to Oracle Data from DBeaver via ODBC Driver for Oracle

Follow the steps below to establish a connection to Oracle in DBeaver.

DBeaver SQL Client for OpenEdge. Progress does not have a SQL Client like Microsoft has SQL Server Management Studio or MySQL has Workbench. DBeaver is an excellent SQL Client for OpenEdge using JDBC. This article discusses how to configure DBeaver to connect to OpenEdge using JDBC and execute SQL statements. Install DBeaver. DBeaver is a free, universal SQL client that can connect to numerous types of databases—one of which is MySQL. I want to show you how to install and use DBeaver to connect to your remote MySQL server. First copy mysql.exe and mysqldump.exe into the dbeaver folder. Or you change the Local Client the location in the c0onnection wizard. Improve this answer. Follow edited Sep 7 '20 at 16:54. Answered Sep 7 '20 at 16:36. 19.1k 4 4 gold badges 19 19 silver badges 34 34 bronze badges.

In the Database menu, select New Database Connection.

In the Connect to database wizard, select ODBC and click Next.

Enter the previously configured DSN in the Database/Schema field.

Click Test Connection. If everything goes well, you'll see the Success message.

This article shows how to connect to MySQL data with wizards in DBeaver and browse data in the DBeaver GUI. Create a JDBC Data Source for MySQL Data. Follow the steps below to load the driver JAR in DBeaver. Open the DBeaver application and, in the Databases menu, select the Driver Manager option. Click New to open the Create New Driver form.

Serge-rider commented on Feb 28, 2017 Some MySQL UI clients may have builtin mysqldump, mysqlrestore, mysql.exe + set of libraries of some particular MySQL client version. But DBeaver definitely not one of such clients. On Windows you can install MySQL Workbench (it includes all command line tools).

Viewing Oracle Database Objects and Querying Data

Dbeaver Mysql Client_plugin_auth Is Required

You can expand out the database structure in DBeaver's Database Navigator to visualize all the tables in Oracle database. To view and edit the data in a table, you need to right-click on the target table name and select View data.The content of the table will be displayed in the main workspace.

Dbeaver Mysql Native Client

If you want to write a custom SQL query that will include only the necessary columns from the table, you can select New SQL Editor in the SQL Editor main menu. Create your query and run it by clicking Execute SQL Statement to view the results in the same window.

Dbeaver Mysql Client Download

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ssalesforceimplementationstuff · 5 years ago

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Who Is Responsible for Salesforce Data Loss, and When?

Salesforce has proven itself as a reliable CRM platform, yet there are situations where something could go wrong with your data or metadata. What are the common causes of Salesforce data loss? What data loss is Salesforce responsible for, and when is it your responsibility? How do you ensure that your org can be restored to its original state? In this article I will answer these questions, and more. Looking For Salesforce Implementation Partners? Click Here

What Data Loss is Salesforce Responsible For?

Somewhere on the internet, there is a server that hosts your Salesforce Org. You can expect Salesforce to do everything to guarantee that server’s safety and availability – and they really do, so you don’t have to worry too much about that.

What if Salesforce experiences an outage?

If Salesforce makes a mistake that affects your Org, then they are responsible to fix it. The last major outage was in May 2019, which many of you will remember. Salesforce did solve it, but with a backup tool, you would have been operational again faster. Worst case scenario: Salesforce goes down completely. You will no longer be able to access your data, which in that case, you would be grateful to have a copy of the database to populate a new CRM!

What Data Loss is Salesforce Not Responsible For?

The vast majority of problems in Salesforce are your own mistakes – yes, as much as 70% of all data loss is the result of a human error!A user accidentally deletes an Account, you overwrite the wrong fields during an import, or an update turns out completely wrong. In those cases you have a number of options to repair the damage:• Recycle bin: deleted records are stored in the recycle bin for 15 days. They are easy to replace from there.• Data export: it is possible to export all data from Salesforce weekly or monthly and store it in a safe place. If something goes completely wrong, you can use these files for a restore. Keep in mind that it can be quite complex to determine which data you will restore and how. Moreover, in these files you only have data and no metadata. For example, metadata is a process, object permissions, or settings in Salesforce.• Sandbox: a Sandbox is a (partial) copy of the production environment. If you have something messed up, a current Sandbox is very useful to find out the correct settings. A Sandbox is particularly useful when it comes to restoring metadata.• Data Recovery Service: forget about this one, it will be retired in July 2020. As a last resort, you could have contacted Salesforce to restore your Org, a service that cost at least $10,000.Good Habits to Mitigate Data LossYou can mitigate the need to resort to a backup with some good habits:• Only grant users rights to what is necessary for their job. You can minimize the risk of ‘accidental deletion’ by granting the proper access rights.• Always make changes to the production environment from a Sandbox where these changes have been tested and approved.• Regularly do a data export and a refresh of a developer Sandbox. It is for free and you never know when it will come in handy.

#salesforce #salesforceimplementation #salesforceimplementationpartners

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zonprojects · 6 years ago

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DevSecOps – What is it?

Now more than ever people, companies and governments are creating huge amounts of data every day. This rapid expansion of data collection and usage has resulted in more companies investing more time and research in learning how to keep it safe.

Data breaches have now become a re-occurring theme in the news as major companies such as Yahoo and eBay have shown us what the consequences could be when you haven’t got your system configured correctly.

In order to combat this, companies invest in what is known as DevSecOps. This is the intersection between DevOps and Security where security protocols are developed and fed into the design process of the system.

What does this have to do with Salesforce?

In the Salesforce space, security is managed through profile setting, access permissions and sharing rules. The security procedures don’t stop there, systems are also at risk of overwrites and deletion, as a result, measures are put in place to prevent this from happening.

One of the most essential security procedures is to establish a Sing Source of Truth. By utilising a control system like Git, you can isolate any changes that are made to the program, which reduces any chance of mistakenly overwriting the current version. The benefit of this is that Admins and Developers can work the same code to make true changes based on the same source.

This leads onto the next step – creating an audit trail. Once a change has been made it’s important to make a log of it so see who made the change and whether it was the right one to make. By using a Git Repo as the Single Source of Truth you’re able to capture all of the changes to your settings and code so you can keep track of the system changes as they happen.

Quality control is also important. Just imagine investing loads of time and money into a system just for it to be destroyed as soon as you add an extra feature? This is where tools such as Selenium, Prover and Fusion can help with verifying that features work as expected. The benefits of Quality Gates go beyond just this, they can also be used to align multiple developer’s coding styles into a universal method. Tools such as Static Code Analysis can, therefore, be used to minimise coding variation and highlight bad developer practices.

To ensure that your system is secure, it’s important you take proactive measures by creating backups of your data and profile configurations – it might just save you a lot of time and money in the future. There are two types of data that you should be backing up. Firstly, your Metadata should be regularly backed up using Git as a Single Source of Truth. By marrying the changes to the User Stories, it will provide the stored data you need for a Rollback and Restore. The other data type refers to the large-scale datasets with huge amounts of data inside them. These are more difficult to do on a regular basis due to its size, but this data is critical to your business and so a tool that allows you to do continuous incremental backups is needed from the beginning.

Securing your system is an ongoing battle. It may never be 100% perfect, but that’s okay because this is a learning process that takes place over the long term. But what’s important is that you get started sooner rather than later, as the more data you gather whilst remaining unprotected the worse the impact will be if it does go wrong.

Looking for expert help?

If you need assistance on configuring your Salesforce system or have any questions relating to Salesforce – make sure to get in touch today! At Zon Projects, we’re your friendly Salesforce specialists and we’d love to help.