Backup and Restore

Whilst Salesforce is fabulous at providing a platform and underlying data facility for working with customer data and custom data, consideration should be paid to how data can be backed up from and restored to the Salesforce platform. We’re going to investigate the various methods available to perform both data backup and data restore operations.

In this chapter, we’ll cover the following topics:

• Methods for backing up and restoring data on the Salesforce Lightning Platform
• AppExchange and external software that facilitates data backup and restoration

Before we get into the contents of this chapter, let’s be clear that we’re going to investigate backing up and restoring both data and metadata. Metadata is data that describes data and is the format your customizations to the Salesforce platform take. Data is the actual data stored in your Salesforce org for customers and opportunities.

Let’s begin our exploration...