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Salesforce Reporting and Dashboards

You're reading from   Salesforce Reporting and Dashboards Master the art of building successful reports and dashboards with this comprehensive guide

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Product type Paperback
Published in Mar 2015
Publisher Packt
ISBN-13 9781784394677
Length 306 pages
Edition 1st Edition
Concepts
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Author (1):
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Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
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Toc

Table of Contents (11) Chapters Close

Preface 1. Introducing Salesforce.com FREE CHAPTER 2. Managing Data in Salesforce.com 3. Creating Your First Report 4. Working with Reports 5. Learning Advanced Report Configuration 6. Creating Your First Dashboard 7. Learning Advanced Dashboard Configuration 8. Accessing Historical Data 9. Dashboards and Reports in Salesforce1 Index

Back up your data

In general, data backup is an activity of copying data and files from a source to media or devices. When you perform data backup properly, you should be able to restore data from the backup media in the event of data loss, such as device failure. Another purpose of data backup is to recover data from an earlier time because of invalid, deleted data or for audit purposes.

Data loss may cause critical issues and even financial losses for the company. Corporates should have their data backup and restoration planned as per their business needs, and should store the backup in a safe place.

Back up Salesforce data

How about a backup of Salesforce data? Are you able to back it up? Yes, you can back up Salesforce data. Although Salesforce is a cloud application, it does not mean you cannot back up your data and the configuration (metadata) in your local computer or server.

What is the need to back up our Salesforce data? Salesforce handles backup activity and disaster recovery, and...

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