Get the most powerful CRM tool for your business – Salesforce! 



Unintentional and user-inflicted data loss leads to major IT disasters in any organization. Starting and expanding any business requires many points for consideration. Data protection and management is a big decision to make. You would be in search of suitable data building and protection strategies to provide robust customer service.

Salesforce is one of the pioneers in data recovery and planning backup to manage during critical times. It is one of the oldest customer relationship management (CRM) tools. Native salesforce is the free version available for any business online. With native Salesforce, you can backup and recover any records. From weekly to monthly data health checks, you can avail of Salesforce for smaller and bulky records, fields, messages, and even pictorial data.

Major reasons for data loss and corruption  

Did you know that 49% of the data loss is because of human errors? It is a devastating situation for any organization and requires recovery beyond imagination. If you have failed to install appropriate backup facilities, it could lead to an expensive recovery solution. There are more reasons for this type of record disappearance or corruption which results in significant business loss.

  • Human error – Organization of any size and industry type records its employee and client data on the computer. The permission is with the administrator but, it leads to many mistakes and omissions, which are unavoidable. The smaller or routine record loss goes unnoticed for months.
  • Integration error – Almost 8% of the data issues arise from integration mistakes that happen during the upgrade and migration of tools and applications. The default configurations or alterations made to the configurations may result in unexpected data loss and system behavior.
  • Migration error – Migrating large volumes of records and data may result in 7% of missing data. When you move records from one system to another or initiate data consolidation, then the entire IT system is at risk. Some of the records go missing, and some wrong ones get overwritten. It happens when there are many customized tools and applications. Standard ones are usually okay with minimum loss.
  • Bad code– Lastly, errors occur due to bad code, around 7% of the recovery loss. Developers and technical resources make mistakes during a daily workflow. This type of record loss can corrupt both regular data and metadata. It can lead to massive data loss and in different objects of the organization.

Data loss and its impact

On identification of any data loss, it is vital to approach the recovery and backup solution providers. Salesforce data backup recovery has a robust solution to all the IT disruptions. Before checking with the recovery companies, ask a few questions and then go ahead with the requirements.

  • How much will data loss have a significant impact on the business?
  • How long does the business survive without data recovery and backup?
  • What would be the business impact on the recovery of partial data?
  • How much important is data security and upgrade?
  • Is there any access to dynamic backups, automated and top-notch recovery support?
  • What is the exit plan for the recovery of data during an outage?

Salesforce and its significance  

Salesforce recovery not only protects data and metadata but supports comprehensive automation of backup with hassle-free and quick recovery. You can see visible results as it accelerates the business, rendering peace of mind. The salesforce reduces the impact of the disaster on your sales and brand image. With a simple security investment, you can save more in the future and protecting backups from malicious attacks.

The implementation process of Salesforce on any business

The most recommended approach is to involve a third party to implement salesforce to any business. This ensures expert knowledge and avoids the various pitfalls that might trigger during self-implementation. There are many advantages of engaging salesforce partners:

  • When a third experienced partner is involved, the entire process turns very agile. You can split the roles amongst all the project heads and Apex developers to work collaboratively.
  • The salesforce team understands that every business is unique and offers the right solution to match the requirements.
  • Prioritizing the documents is one of the foremost importance to the team. It also includes training system administrators to make sure that future clients manage even after completing the project. Just ensure that you define the absolute time requirement for end-users.
  • Multiple testing is the key to any implementation. The team of salesforce partners eradicates all the manual errors but always carries out routine testing.

Steps to implement third party Salesforce:

  1. Define the stakeholders
  2. Set the objectives
  3. Requirement gathering
  4. Prioritize the requirements
  5. Create and build
  6. Foremost testing with regular feedbacks
  7. Change management (complete run of strategy)
  8. Go live

The first four steps are critical to ensure that the Salesforce process is in sync with the business goals and has minimum diversions. These steps also decide the instant changes made to the records and are helpful before testing.

However, the last four steps are based on popular waterfall methodology. The waterfall method means testing takes place after the completion of production, allowing the business for initial implementations. You can foresee the complete operations on the final product while the testing phase is on the run. This will trigger the ratio of diversion between expectations vs. reality.

Another option is using the agile methodology. The step has a more cyclical approach as the smaller iterations run individual testing on breaking the bigger projects. It is more conducive for bigger organizations with multiple departments to minimize the damage.

Invest in CRM – yes or no!

With the present scenario and dynamic IT solutions, investing in robust CRM tools is very important. A big or small organization Salesforce is the best CRM and API data recovery solution that will address all types of IT hindrances. Well, it is never too late to get the most efficient data recovery solution for your business.

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