In today's data-driven business landscape, Salesforce has become an indispensable tool for organizations of all sizes. As a powerful customer relationship management (CRM) platform, Salesforce enables companies to manage customer interactions, track sales pipelines, and gain valuable insights into their business operation. However, with great power comes great responsibility, and the protection of Salesforce data has become a critical concern for businesses worldwide. Imagine facing a situation where a user unintentionally or maliciously deletes data from your Salesforce cloud, or a flawed code deployment or integration corrupts data across hundreds of objects? Would you be able to efficiently recover all the data and its respective relationships? Would you be able to pinpoint exactly what data and objects have been affected? It’s every Salesforce administrator's nightmare and Rubrik is here to help!
Why Rubrik?
At Rubrik, we recognize the critical significance of data within Salesforce and the potential consequences of data loss in a customer's CRM system. This is why we have meticulously designed our Salesforce data protection solution to guarantee that your data is not only secure but also readily recoverable and perpetually accessible. Equipping your Salesforce administration team with Rubrik offers three primary advantages:
Comprehensive Coverage: Our solution offers critical data coverage for Salesforce Platform, including both data and metadata. This ensures that all your vital Salesforce data is protected against loss or corruption.
Fast and Precise Recovery: Rubrik provides precise, granular recovery capabilities, allowing you to restore individual records, objects, and metadata while maintaining data integrity. This means minimal disruption and swift recovery of essential information.
Efficient Investigations: Our platform helps you quickly identify deletions and modifications, speeding up investigations and enabling faster resolutions. Knowing exactly what data was changed and when allows for more efficient restores.
Having outlined the core business outcomes of utilizing Rubrik's Salesforce data protection solution - with its comprehensive coverage, fast and precise recovery, and efficiency in investigations - let’s now delve into the technical intricacies that underpin these benefits and how they work together to protect your Salesforce environment against data adversities.
Rubrik Security Cloud - A SaaS solution that understands SaaS protection
Rubrik, being a SaaS solution itself, has a deep understanding of the intricacies and challenges that it takes to properly and efficiently protect SaaS data, providing a platform known for its reliability, security, and innovative approaches to data management. Let’s dive into a handful of key technical features and components that set Rubrik apart.
Empowerment for the Salesforce admin, Compliance for the Backup admin
Nobody understands your Salesforce data like your Salesforce admin. They are the front-line when it comes to understanding your Salesforce data and metadata, the intricacies of relationships and custom objects, and the overall impact any third party may have within your Salesforce Cloud. So, why leverage a solution that takes the data protection and recovery tasks out of their hands? With Rubrik, granular Role Based Access Control (RBAC) empowers organizations to allow the Salesforce admins to fully control data backup and recovery operations, while still allowing your IT and backup teams to gain insights on compliance and regulatory processes.
Minimizing the impact on production data
Salesforce has been in the market for 25 years now, and with that the CRM has grown to become one of the most mission-critical applications that an organization leverages, often being the lifeblood of the company's revenue streams. Throughout this time, organizations have integrated many third-party data products into their CRM deployments, all which perform various functions and processes to help them more efficiently manage their data, and of course, all of which consume the Salesforce API, the same API that Rubrik consumes for data protection tasks. To ensure application availability, Salesforce often implements throttling and limiting against these APIs, which in turn can lead to timeouts and failed processes. Rubrik respects the fact that we aren’t the only integration into your Salesforce org, and allows customers to specify strict API usage controls on the amount of APIs that RSC is able to consume from Salesforce. This not only ensures that Rubrik is able to maintain compliance in terms of backups, but also ensures the availability and functionality of your Salesforce cloud.
Taking the guesswork out of recovery
The interwoven nature of customizations within Salesforce often results in a vast spiderweb of custom objects, workflows, and processes working together to provide customer-specific outcomes within production environments. Furthermore, relationships between these objects is a common occurrence, often spanning multiple levels of depth as you drill into the data. For this reason, it’s vital that Salesforce admins are able to completely understand the impact on production a restore might have. Rubrik fully supports the restoration and reconstruction of relationships, both master-detail and lookup, up to 10 levels deep. And on top of this, before any data is actually recovered, Salesforce admins are able to see exactly how the restore will affect production. Being able to understand both the reconstruction of relationships and orphaned records allows your Salesforce team to confidently perform restorations without the worry of data corruption or undesirable results.
Understanding how your data has changed
Rubrik has long leveraged backups for more than just recovery. Being a master catalog of your Salesforce data, Rubrik has the unique position of being able to glean insights out of the time-series, point in time copies of data within the platform. Powered by Rubrik’s efficient data indexing engine, these insights allow organizations to easily analyze Salesforce data and metadata across a specified timeframe, pointing to any records that have been added, deleted or modified. And this analysis is not just available across all the point in time backups stored within the Rubrik platform, but can also be leveraged to compare specific point in time backups to live production environments. Imagine being able to see exactly how a specific workflow, script, or integration has changed your Salesforce data, and then being able to easily select those modified or deleted records and revert them back to the way they were before the changes occurred. Rubrik brings this to life within its’ Salesforce protection solution.
Try Rubrik out today!
In conclusion, the age-old adage "prevention is better than cure" holds especially true when it comes to safeguarding your organization's Salesforce data. While Salesforce itself is a robust platform, it is not immune to the complexities and potential dangers of data loss or corruption. That's where Rubrik's Salesforce data protection solution shines, offering a blend of innovation, efficiency, and peace of mind for your Salesforce and Backup teams.
By choosing Rubrik, you're not just implementing a safety net; you are adopting a strategic asset that elevates your Salesforce operations. Through a unified, scalable and secure platform, Rubrik caters to the unique needs of Salesforce environments, integrating its simplistic approach to policy-based data protection into the CRM world.
Rubrik’s cutting-edge technicalities are designed to keep your Salesforce data safe, your operations uninterrupted, and your peace of mind intact, enabling you to focus on what truly matters - driving your business forward. This powerful partnership of Rubrik and Salesforce ensures that your data is not just stored but meaningfully protected and managed to support the resilience and growth of your business in an unpredictable digital age.
To learn more and get hands on experience, visit Rubrik’s Salesforce Protection product page