Data backups

While metadata captures the structural blueprint and logic in Salesforce, organizations must also back up their data to fully protect business operations. Data consists of the actual records and content that users create, update, and manage within Salesforce as part of their daily work. This includes accounts, contacts, leads, opportunities, cases, and custom objects.

The data in Salesforce often represents the core customer information, sales transactions, service issue history, and other operational datasets on which organizations run their business. Losing access to current production data could set back operations by months or years, depending on the volume.

However, backing up data at scale within Salesforce introduces unique challenges. The flexible data model, when coupled with complex relationships spanning hundreds of objects and massive data volumes, requires backup techniques and tools that are specifically optimized for Salesforce.

For example, the...