Complete Salesforce Data with Metallic

By Zack Brigman - Senior Product Marketing Manager
January 11, 2023

During a recent webinar, Zack Brigman, Senior Product Marketing Manager, and Bryant Bell, Senior Product Manager, showcased how Metallic safeguards critical Salesforce production and sandbox environments from deletion, corruption, and malicious attack.

First, Zack discusses some of the most pressing risks for Salesforce data loss (including 3rd party data corruption, human error, and cyber attack), and outlines the shared responsibility model , as well as business’ role in safeguarding their own Salesforce data.

Importance of a Dedicated Salesforce Backup Solution

Next, Bryant details some of the reasons why customers need a dedicated 3rd party backup solution for their Cloud data. Customers who rely on native Salesforce data protection capabilities will typically manage manual data exports, do not have extended data retention, and cannot rapidly recover entire production and sandbox environments on-demand.

Instead, with Metallic, customers get complete Salesforce data protection. With Metallic, Salesforce admins can craft protection strategies that automatically safeguard what they want when they want. Metallic connects to Salesforce APIs to enable protection for content, metadata, objects, files, relationship, and more. Bryant highlights how Metallic enables reliable data recovery with granular and point-in-time restores and sandbox environment (dev, test, full) seeding from backups.

Finally, Bryant details the extensive range of exactly what Metallic can protect on the Salesforce platform. He also highlights a few important Metallic Salesforce Backup capabilities, such as high-frequency backups and full object downloads for accurate auditing and compliance.

See Hassle-free Salesforce Data Protection in Action

During the live demo portion of the webinar, Bryant showcases how the Metallic delivers holistic information about every single Salesforce environment and sandbox that’s protected, in a single view.

Next, he dives into a single protected environment and walks through how to set up a backup plan, including configuring a high-frequency backup for a single object.

Customer SLAs with Salesforce stipulate the maximum number of executed APIs calls each day. Bryant shows how to use the Configuration screen to set the percentage of daily API calls dedicated to data backups, so Salesforce admins can optimally allocate their API usage.

Next, Bryant details how to perform a Salesforce restore and highlights ability to automatically disable and then re-enable data flow triggers and rules during data restores, ensuring that no data is corrupted during the restore process within Metallic.

He then demonstrates how to use template-driven sandbox seeding capability. Metallic users can build templates with rules that set record criteria for selected content to seed environments for dev/test purposes.  Users can also compare environments side-by-side for precise information about deltas between backups, full object download, and the ability to set granular alerts about changes to data in the Salesforce backups.  This helps to confirm the accuracy of datasets for both sandbox seeding efforts as well as restoring production orgs.

To learn more about enterprise-grade Salesforce data protection from Metallic, and to see the in-depth technical solution demo, watch the on-demand webinar today. To experience easy Salesforce protection, start a free 30-day trial.