Summary
In this chapter, we looked at the ways in which you can back up and restore both data and metadata when working with the Salesforce platform. We started by breaking down what the difference between data and metadata is before moving on to the tools available from a native or platform standpoint when it comes to backing up and restoring metadata and data.
Next, we moved on to looking at AppExchange and external software that facilitates backup and restoration, covering what they do to facilitate and even speed up this task. Lastly, we looked at some best practices when exporting and importing data.
In the next chapter, we’ll explore Territory Management to conclude our learning material.