Premiere Salesforce
Backup and Restore

Safeguard your business-critical Salesforce data with a streamlined, cost-effective, and reliable backup and restore solution from Spanning. Get enterprise-class, automated protection of your Salesforce records, metadata, attachments, customizations, messages and more.

Trusted by more than 2.4 million users.

Keep Your Salesforce Data Secure,
Available, and Compliant

Alleviate concerns regarding data loss by embracing a dependable Salesforce cloud backup solution. Spanning delivers overarching data coverage, simplified backup processes, effective recovery features, and robust security measures to ensure comprehensive data protection.

Get Extensive Data Protection

Protect all the essential data within your Salesforce Org. This includes records, standard & custom objects, metadata, files, attachments, reports, dashboards, custom views, Chatter posts and more. With Spanning, you’ll always know that your valuable Salesforce data is backed up and available.

Eliminate Backup Complexity

Your time is valuable; don’t let a manual backup process burden you. Spanning’s automated backups allow you to cut out unnecessary admin work and dedicate time to more important projects. Daily, non-intrusive backups will run automatically to help deliver optimal protection of your data.

Experience Streamlined Restores

Utilize advanced restoration capabilities to rapidly recover Salesforce data and metadata. Spanning provides an assortment of functionalities, such as granular search-base restore, point-in-time restore, and cross-org restore. Restore the data you need quickly within the Salesforce interface.

Uphold Data Security Compliance

Ensure the safety of your data. Spanning deploys top-tier data protection practices such as data encryption, intrusion detection, and access control, for utmost security. Our solution holds certifications for compliance with a multitude of standards and regulations, including SSAE16 and HIPAA.

Why Backup Salesforce?

Salesforce data is vital to sales workflows and organizational success. Protecting your company’s records is a critical job and the sensitive nature of Salesforce data makes it quite appealing to cybercriminals. Perhaps even more worrisome is the reality that data loss and corruption often result from internal mistakes; incidents such as accidental deletion, overwriting errors, or mishandled metadata can all lead to unintended data loss.

Salesforce is similar to other SaaS vendors in that their backup policy covers any errors that may occur on their side—not yours. Salesforce suggests, “It is important for Salesforce customers to develop a routine data backup strategy as part of their overall data management and security model.” This is why having a system in place that can restore lost data is essential. Don’t become another data loss statistic; start protecting your data today with Spanning Backup.

Tailor-Made to Simplify Salesforce
Backup and Recovery

Spanning Backup for Salesforce was designed to simplify the backup and restore process. The solution offers powerful functionalities that empower both administrators and end-users to restore lost or corrupted data. Seamless integration allows it all to happen within the Salesforce interface.

Daily Backup Automation

Spanning runs in the background, providing daily, automated backup of all Salesforce data, attachments, and customizations. Each day, at a time you specify, changes in your Salesforce org are automatically discovered and backed up. If any problems arise, you’ll be alerted via Chatter.

Anytime On-Demand Backups

Salesforce admins can also initiate on-demand backups to capture point-in-time snapshots of your Salesforce instance. This can be useful before major imports or prior to making major data changes. On-demand backups are unlimited, allowing you to create as many snapshots at necessary.

Uncapped Backup Retention

Safeguard your critical Salesforce data without the fear of additional charges; Spanning provides unlimited backup retention that can be customized at no extra cost. Create as many backup versions of your Salesforce data as you need and trust that your data is protected at all times.

Granular, Accurate Restore

Spanning provides a range of granular search and restore capabilities. Recover specific record fields, or entire records that were updated or deleted. Restore related child records, or overwrite field values during a restore. Choose and restore the specific data you need, when you need it.

Moment-In-Time Restore

The combination of automated daily backups and unlimited on-demand backups means that you will have more than enough historical snapshots at your disposal. Spanning enables you to navigate to snapshots from any previous day and quickly restore all your data or individual object types.

End-User & Cross-Org Restore

Spanning was designed for maximum productivity. Admins can save valuable time by empowering end users to quickly restore fields of records they have edit rights to. In addition, cross-org restore functionality lets you restore data and metadata from one organization directly into another.

Powerful Administrative Tools

Along with numerous backup and restore capabilities, admins are provided certain controls to best serve their data protection needs. Among these are encryption key management options, added security for exports, and the ability to choose your backup destination for data sovereignty.

Transparent Monitoring & Reports

Admins are given extensive visibility into the status of their Salesforce backups. Customizable dashboards allow for daily monitoring of backup health while activity logs provide a history of individual interactions. Admins may also manage API usage and utilize interactive Chatter notifications.

Seamless Salesforce Integration

Spanning is built directly into the Salesforce interface for an intuitive experience. Leverage the Salesforce-native user and permissions model to control access to your protected data. Monitor backups and receive notifications on the go with the Spanning Backup for Salesforce1 Mobile app.

Robust Security for Dependable Data Protection and Compliance

Spanning Backup for Salesforce delivers data protection you can rely on. We stay committed to exceeding compliance and security-related requirements for controls and safeguards when hosting customer data. Explore the various layers of security we deploy and how they help keep your Salesforce data available, secure, and compliant:

High Availability

99.9% uptime SLA (service level agreement)

Data Encryption

128-bit SSL in transit and 256-bit AES at rest

Global Data Centers

AWS data centers located in the U.S., Canada, EU, UK, and APAC regions

Access Control

Production server access is granted only to named Spanning employees who have specific operational requirements

Application-Level Authentication

Spanning accesses Microsoft 365 using the OAuth 2.0 protocol

Intrusion Detection

Active guard with log analysis, file integrity checking, policy monitoring, rootkit detection, real-time alerting and active response

Virtual Private Cloud

Spanning Backup runs within a private, isolated section of the Amazon Web Services cloud where we maintain AWS resources in a secure, virtual network

Compliance Certifications

HIPPA, GDPR, ISO 27001, SOC 2 Type II (SSAE 16 & ISAE 3402), SAS-70 Type II, US-EU Privacy Shield, BBB EU Privacy Shield, and Swiss-US Privacy Shield

Comprehensive Protection with a Complete Salesforce Backup Solution

A quality Salesforce backup tool should provide overarching data protection, be easy to use, and instill confidence against data loss or corruption. At Spanning, everything we do is focused on earning customer trust and instilling peace of mind so that you may focus your efforts on more important initiatives and moving the business forward.

Spanning Backup for Salesforce is a complete solution, delivered directly within the Salesforce interface. The platform offers robust backup and restoration of your Salesforce data and metadata, includes helpful tools such as sandbox seeding, and comes with 24/7/365 support in case you run into any trouble.

Salesforce Data Backup and Restore

Data refers to the critical information that comprises records, such as Accounts, Contacts, Opportunities and Leads. Data may also include custom objects, files, attachments, app content and Chatter Messages. Spanning backs up data with no limits on the number of versions or retention so you can be sure your data is always available.

Salesforce Metadata Backup and Restore

Metadata refers to the settings and customizations that have been applied to an org, such as Dashboards, Reports, Objects, Layouts and Permission Sets, just to name a few. Spanning provides backup for all metadata types, 17 of which can be restored directly from Spanning and within Salesforce — without using other tools.

Sandbox Management and Seeding

A sandbox is a copy of your org in a separate environment that may be used for purposes like testing and training. Sandbox seeding involves populating a new or modified org with record data. With Spanning Backup, seeding sandboxes can be done automatically at no extra cost, directly within the native Salesforce environment.

24/7/365 Customer Support

We focus and pride ourselves on making sure that our products are easy to use. But we know that sometimes you have questions, or you just simply need a little help. Along with an extensive knowledge base, we provide email support 24 hours a day, 365 days a year to everyone, so you never have to wait if you have questions.

Why Choose Spanning for Salesforce Data Protection?

“The fact that Spanning backs up everything, not just data, really provides peace of mind for our team.”

“I live in Salesforce, so it makes sense that the backup solution is in there, too. There’s no manual labor or downloading required with Spanning Backup.”

“A weekly backup is not sufficient when you’re working in a fast-paced startup environment… Things change every day! I love the ‘set it and forget it’ aspect of Spanning Backup; it just runs automatically every day.”

Kerry McDonough, Business Systems Administrator, SendGrid

“Spanning is reliable. We install it and I forget about it… As a Salesforce director who owns an instance, I’ve got a lot of other things that I have to worry about.”

“My admin who maintained the data came to me, white as a ghost. He was freaking out as all his work had gone. I was like that’s okay, we’ve got Spanning. I said just go back to yesterday, find those fields, create new custom fields and restore data in the new custom fields, and we’re good.”

“There was a situation where we lost email addresses, which is very important for email marketing and sales. Having used Spanning previously, I wasn’t as worried about it. We were able to retrieve [the lost email] but also not impact any of the [other] changes to those records, which was very important.”

Stephanie Herrera, Director of Salesforce and Business Systems, Spredfast

“One measure of quality is how much—or how little—time you have to spend setting up calls to talk about service and issues… We just haven’t had problems like that with Spanning Backup.”

“As we implement more applications, our Spanning Backup license will cover all of them. And our data is managed securely within the EU. These were critical drivers for us choosing Spanning.”

“The most important thing Spanning Backup has allowed us to do is focus on our business. When something just works – the way Spanning backup does – that’s quite refreshing.”

Garry Lengthorn, Director of IT Services, SThree

Learn More About Salesforce Backup and Restore

Browse the following Spanning resources for in-depth information on the Salesforce data protection landscape.

Dive Deeper on Spanning Backup for Salesforce

Explore the Spanning Backup for Salesforce datasheet to learn more about key benefits and capabilities. Delve further into Spanning’s backup and restore functionality, proactive administrative tools, and industry-leading security.

Best Practices for Salesforce Business Continuity

Gain an understanding of roles and responsibilities for data protection under the Shared Responsibility Model, the challenges and costs associated with data loss, and effective strategies for maintaining Salesforce business continuity.

Spanning Backup for Salesforce Evaluation Criteria

Familiarize yourself with this checklist to pinpoint essential product features you should be considering when evaluating Salesforce backup software. See firsthand how Spanning Backup for Salesforce compares to its competitors.

Secure Your Critical Salesforce Data with Spanning Backup

Your Salesforce data is vital to your organization. Don’t make the mistake of waiting until it’s too late — safeguard your data against loss or corruption with a quality Salesforce backup and recovery solution today.

Frequently Asked Questions About Salesforce Backup

Salesforce backup refers to the process of creating copies or replicas of data stored within the Salesforce platform to safeguard against data loss or corruption. Should Salesforce data be compromised for any reason, the backup data can be effortlessly restored within the organization's instance to facilitate uninterrupted business operations.

Salesforce does take certain steps to backup and protect data. However, it's essential to note that Salesforce's built-in data protection measures exist primarily to protect them from fault on their end and support their own disaster recovery interests. In addition, these backups may not be sufficient in all scenarios and do not include important information such as metadata.

While it may be possible to request and receive this data from Salesforce, the process is often lengthy and will most likely come with a hefty price tag. As such, Salesforce recommends "that you keep a regular backup of your data and to do a manual point-in-time backup before you proceed with any major data project within your organization."

Yes. According to Salesforce's adherence to the Shared Responsibility Model, customers are responsible for the backup and protection of their Salesforce data. Under this model, customers act as the “Controller” of their data, while Salesforce acts as the “Processor” of said data.

As processor, Salesforce assumes complete responsibility for application availability and provides extensive security measures to help keep your data safe. However, Salesforce is also obligated to add, delete or modify data as long as the request is authenticated by valid credentials. As a result, accidental, malicious or fraudulent deletions, in all cases, are the responsibility of the customer/controller.

For this reason, customers are encouraged to implement additional backup measures, such as Spanning Backup for Salesforce. Having a quality backup solution in place helps to ensure comprehensive and customized data protection, minimizing the risk of data loss and facilitating swift recovery in case of unforeseen events.

The Salesforce backup process begins with the initiation of a comprehensive backup of all data and metadata within your org. Following the initial full backup, Spanning performs daily, automated incremental backups to discover and capture newly modified or added data. For those seeking additional backups points, on-demand backups can be executed as frequently as desired.

Each backup is stored as a distinct point-in-time snapshot in your designated backup storage (hosted on the Amazon Web Services cloud). Spanning Backup for Salesforce offers unlimited retention and versions, allowing you to preserve as many backup points as you see fit.

In the event of data loss or compromise, a swift and simplified recovery process will have your data restored and available in no time. Spanning provides a variety of features facilitating the location and recovery of essential data to ensure the efficient restoration of your org.