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Should Metadata Be Included in My Salesforce Data Backup?

A Salesforce data backup is an essential part of a complete DevSecOps strategy. Here's why you need to include metadata within these backups.

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Should Metadata Be Included in My Salesforce Data Backup?

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  1. Click to d text Should Metadata Be Included in My Salesforce Data Backup? www.autorabit.com

  2. Here are 6 things you should know about including metadata in your Salesforce data backup: 1. Metadata Is a Target, Just Like Other Types of Data 2. Proper Functionality Depends on Metadata 3. Accidental Deletions Can Have Major Consequences 4. Corrupted Metadata Relationships Cause Problems 5. Continuous Metadata Offers Benefits 6. Tips for a Comprehensive Salesforce Data Backup 3/30/2022 www.autorabit.com 2

  3. 1. Metadata Is a Target, Just Like Other Types of Data ▪ There are various types of metadata existing within your Salesforce environment, and this repository grows with each action. Behaviors and other information relating to the personally identifiable information of team members and customers alike can be stored within your system’s metadata. 2. Proper Functionality Depends on Metadata ▪ Metadata can include descriptive data about various functions and pieces of information. However, it can also be used to describe the functions themselves. Linked objects and fields are created through this type of metadata and a failure to properly protect them can break these dependencies. 3/30/2022 www.autorabit.com 3

  4. 3. Accidental Deletions Can Have Major Consequences ▪ Data loss doesn’t always come from a cybercriminal or hacker. Sometimes, these threats come from within our own organizations. Human errors are one of the leading causes of data loss. Simply deleting the wrong file can have a ripple effect that impacts process down the line. 4. Corrupted Metadata Relationships Cause Problems ▪ We mentioned earlier how metadata can be used to describe the relationships between various fields and objects. For instance, say a customer enters their name into one field and it auto-populates in another. This is a simple example but one that can have negative consequences should the process be corrupted. 3/30/2022 www.autorabit.com 4

  5. 5. Continuous Metadata Offers Benefits ▪ Users need to know what to expect. Reliable metadata creates a consistent user interface, so users don’t encounter any surprises. This includes the customizations you’ve made to personalize your Salesforce platform to your individual needs. 6. Tips for a Comprehensive Salesforce Data Backup ▪ A Salesforce data backup is only useful if it’s current. Outdated backups don’t provide the breadth of benefits your company needs to avoid costly downtime and loss of functionality. Any lost data will need to be replaced through team member efforts, which costs time and money. 3/30/2022 www.autorabit.com 5

  6. Contact us or Request a demo https://www.autorabit.com/request-a-demo/ info@autorabit.com +1 925 500 1004 548 Market Street PMB 98272 San Francisco CA 94104-5401 www.autorabit.com Click to add text Click to add text Source: Should Metadata Be Included in My Salesforce Data Backup? 3/30/2022 www.autorabit.com 6

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