Salesforce Backup

Protect your Salesforce data with backups from Summit, powered by Veeam.

The Truth

Everything you put into Salesforce is your responsibility

Let me guess: you’re not backing up your Salesforce data because it’s already in the cloud, right? If so, you’re not alone. There’s an unspoken assumption that all data moved to or created within the Salesforce cloud environment is automatically protected.

Sure, Salesforce keeps its servers up and running so the cloud service you pay for stays online. But when it comes to what you put in the Salesforce cloud (your data, integrations, metadata, reports, files, and custom code), that’s entirely your responsibility. That’s where we come in.

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It is important for Salesforce customers to develop a routine data backup strategy as part of their overall data management and security model.

Salesforce

How It Works

Protect your backups in secure, SOC 2-compliant data centers

When things go wrong, getting back on track should be easy. With Summit Backup for Salesforce, it is. You’re always just a few clicks away from restoring data where and when you need it.

Happy Clients

Features

What’s included

Restore anywhere

Restore any data to production or populate any Salesforce sandbox for seeding and testing.

Salesforce-native

Purpose-built to back up and restore Salesforce data and metadata.

24/7/365 monitoring

Round-the-clock monitoring and alerting on infrastructure health and performance.

Fully supported

Configuration, administration, and monitoring by expert engineers, with 24/7 Service Desk support for every recovery request.

Salesforce SSO and MFA

Enable role-based access for backup and restore operators through Salesforce to simplify and secure your operations.

Easy-to-use interface

Run backup policies and restore jobs in minutes.

Simplified management

Manage backup policies for several Salesforce organizations from one console.

Restore hierarchy

Granularly restore parent records and linked child objects to any record.

Benefits

Why an independent backup platform

Get reliable backups on a platform that’s independent of Salesforce.

Back up Salesforce as often as you need to meet any RPO or compliance requirement.

Protect backups from malicious attacks and store them in a secondary location for added resilience.

Cut costs by archiving unused Salesforce data while keeping the ability to restore.

Datasheet

Your Salesforce data wants a safety net

No more sweating over lost records or scrambled metadata. Download the datasheet and see how Summit recovers your CRM in minutes.

Download Datasheet

FAQ

Common Questions

Answers to what we hear most about backing up Salesforce.

Salesforce recommends you develop your own backup strategy as part of your business’s disaster recovery (DR) plan. Officially, Salesforce maintains a copy of its own data as part of its own DR plan, not yours.

In the event of a major disaster, you can request Salesforce Data Recovery, a paid service that starts around $10,000. It takes up to six weeks to deliver whatever data Salesforce can get back to you in a .csv format (that you must then manually upload and configure into your Salesforce org). It does not include metadata or data your team deleted from Salesforce over time.

We currently support Sales, Service, Government, and Education Clouds.

Salesforce data refers to all your records, including Accounts, Contacts, Leads, Opportunities, Cases, Contracts, and other records. This can also include custom objects, records, files, content, and Chatter. Salesforce metadata refers to all configuration settings, including custom fields, page layouts, reports, dashboards, and custom code like Apex and Visualforce.

Salesforce provides four editions of Sales Cloud and Service Cloud: Essentials, Professional, Enterprise, and Unlimited. Only the Enterprise and Unlimited editions include the APIs needed to create Salesforce backups. The Professional edition has an API add-on to enable backups.

Get Started

Start protecting your Salesforce data

Tell us about your Salesforce environment and we’ll get you set up.