Backup for Salesforce

Enterprise class, automated backup and recovery that you can trust for Salesforce data, metadata, attachments, customizations, and Chatter messages.

Protect your Salesforce data and your organization

with the recovery solution designed from the start to work natively within Salesforce. Spanning Backup provides enterprise-grade, automated backup and restore within the Salesforce interface. With Spanning, say goodbye to the manual Export Service, and instead enjoy daily, automated backup and rapid restore for all your critical data, attachments, files and metadata.

Trusted by more than 1.4 million users.

Salesforce-AppExchange-Icon-2019

Why You Need Salesforce Backup

Human Error
Illegitimate Deletion
Programmatic Errors
Malicious Insiders
Malware and Ransomware
Hackers

Backup

 
Comprehensive protection

Back it all up: base objects, custom objects, metadata, attachments, files, Force.com apps, and Chatter posts – with no limits on storage, versions, and durations. Back up data using your own encryption keys at no additional cost.

Automated
Spanning runs in the background, providing daily, automated backup at the time you specify – and discovers changes in your Salesforce org automatically for backup.
 
On-demand backup
You can run a manual backup any time, on-screen from Spanning in your Salesforce environment — useful before major imports or new customizations.
 
Status monitoring
View your customizable Spanning dashboard for the state of your most recent backups — with record counts of changes for your most important object types — and Salesforce API usage. Get backup and recovery notifications through Chatter posts and email.
 
Transparent reporting
Use the audit log for an immutable, detailed record of every action done by any user within Spanning. Drill down into any backup or restore for details, including error reporting and guidance.

Security

SSAE 16 Compliance
Strong Encryption
Global Datacenters
Intrusion Detection
Compartmentalized Access
HIPAA Compliance
99.9% Uptime
Virtual Private Cloud
GDPR Compliant
Built on Amazon Web Service (AWS)
UE-EU Privacy Shield Certified
✭✭✭✭✭

Restore

 
Point-in-time restore
Restore data and metadata from any point-in-time backup. It all goes directly back into your Salesforce environment the way it was, quickly and accurately.
 
Granular restore
Recover specific fields of a record, or entire records that were updated or deleted. Restore related child records, or overwrite field values during restore — you choose, then restore just what you need.
 
Metadata restore
Recover metadata into the same org or cross-org for 17 different metadata types, including Objects, Reports, Dashboards, Emails, Layouts, Triggers, Workflows, Classes, Pages and more, directly from Spanning and within Salesforce — without using other tools.
 
Cross-org restore
Easily restore data and metadata from one organization into another, with an option to anonymize specific fields during restores.
 
Sandbox Seeding
Quickly seed sandboxes with the option to anonymize specific fields.
 
Close Salesforce integration
Lightning certified and built directly into the Salesforce interface, Spanning makes recovery a seamless, intuitive part of the Salesforce experience.
End user self-restore
Save Admins time by empowering your Salesforce end users with on-page restores. They can quickly restore those fields of records they have edit rights to, directly from the record pages.

One Simple Plan, Every Feature

$48 /user / year volume pricing available

for unlimited storage of all your Salesforce data

Backup

  • Unlimited storage
  • Unlimited retention
  • Automated daily backup
  • On-demand backup
  • Custom Objects backup
  • Attachment backup
  • Metadata backup
  • Customization backup
  • Force.com apps backup
  • Chatter backup
  • Customizable backup time

Restore

  • Point-in-time restore
  • Direct, on-page restore button
  • Field-level restore
  • Deleted items restore
  • Metadata restore
  • Parent-child relationship restore
  • Cross-org restore
  • Sandbox Seeding
  • Data anonymization
  • Search-based restore
  • Bulk items restore
  • Whole account exports
  • End user self-service restore
  • CSV import restore
  • Point-in-time metadata comparison

Administration & Reporting

  • API usage monitoring
  • Configurable API limits
  • Error correction suggestions
  • Status updates through Chatter
  • Status update emails
  • Immutable audit log
  • Lightning Certified

Estimate Your Cost

Volume pricing available

Your Estimated Cost
$—— per month
($—— /user/month)
$—— per year
($—— /user/year)

Reviews

Every time I check, the backup is going perfectly. The data is always 100% backed up.
DAVE MEDICOTT
Senior Manager
The most important thing Spanning Backup has allowed us to do is focus on our business.
GARRY LENGTHORN
Director of IT Services
So much Peace of Mind for so Little Cost!
STEPHANIE HERRERA
Director of Salesforce & Business Systems
Spanning’s on-platform implementation is one of the best we have ever seen.
BASHIR QAASIM
Director of Sales & Insight Practice
Spanning has allowed us to dive into a custom metadata clean-up project without fear.
MARYA CARR
Salesforce Business Analyst
I love getting the daily emails that remind me I am 100% protected.
JOYCE ROWLAND
Sales Operations Manager
It's a very economical backup solution and gives us the security of having our backups off site. I would highly recommend.
HUNTER HAMAKER
Salesforce Developer
The solution is tightly integrated, easy to use, and a great peace of mind, since the tool does the rest for you.
SAMUEL KEPHART
Sr Salesforce Business Systems Analyst
One and half years down the track we are happy Spanning customers. We have saved countless hours of manual work.
PAUL RETTER
Salesforce Administrator
We looked at a number of solutions, but Spanning was easy to setup, has the features we needed and just works. It is quick and easy to use.
MARK WISELEY
CIO
It eliminates all the frustrations I had with the out of the box solution. I recommend this app to everyone. It is a must have!
ANDIE BRUMAN
IT Programmer Analyst
We switched to Spanning after a couple years with a competitor and the difference has been like night and day.
RANDI WEST
Customer Information Manager
This is a zero effort solution for me. Every week, it does its thing.
BARBARA HILL
IT Project Manager and Salesforce Admin
With Spanning we installed it, and haven't had to touch it since… Restoring information is simple and quick.
RICK CULBRETH
Systems Analyst
The product does what is supposed to at a great price. We are very happy with the solution.
MATT HORN
IT Manager
Searching for the records and restoring them, with the children records, was a breeze.
RANDY PERKINS
Sr. Project Lead
View Customer Stories

FAQ

The following are frequently asked questions about Salesforce backup, native Salesforce data recovery options and Salesforce data retention periods:

Does Salesforce backup data?

Salesforce keeps a backup copy of customer data to support their disaster recovery plan. This data can also be made available to customers as part of their Data Recovery service, though Salesforce explicitly warns against relying on the service in the event of data loss. In fact, Salesforce urges customers to develop an independent backup and recovery strategy and that the Salesforce Data Recovery service should “only be used as a last resort, when no other copy of the data is available.”

What is the Salesforce Data Recovery service?

The Salesforce Data Recovery service is a last resort option for point-in-time recovery of lost or damaged Salesforce data. The service is performed manually by Salesforce Support, takes a stated minimum of 6 – 8 weeks for completion and carries a price tag of $10,000 USD per organization recovered. In addition, there are several notable limitations to the service such as the exclusion of metadata from recovery and a maximum recoverable window of three months (90 days) from the date requested. For these reasons, Salesforce strongly recommends that customers “use a partner backup solution that can be found on the AppExchange.” See this Salesforce support article for more on their Data Recovery service.

 

Where is the recycle bin in Salesforce?

The Recycle Bin can be located on the Home page tab within the left sidebar in Salesforce Classic. It typically resides at the bottom of the sidebar and is denoted by a green recycle bin icon that is placed against a light green band to distinguish it from other menus in the sidebar. Often times if you are having trouble locating the recycle bin it is because the sidebar has been pinned to the side of the window. In this case, locate the arrows in the upper or lower left of the visible window to expand the sidebar.

How long is data stored in the Salesforce recycle bin?

Once data has been deleted, it will reside in the Salesforce recycle bin for a maximum of 15 days. During this period, known as the “soft-delete” stage, data can be restored back into the org. If data is emptied from the recycle bin, or the 15-day retention period expires, the data becomes “hard-deleted” and is not able to be recovered. You can, however, access said data by using the Salesforce workbench. If data is further deleted from the database, the deletion becomes permanent and the data is only accessible or recoverable if a backup solution is in place or via the Salesforce Data Recovery service.

How do we restore a deleted record in Salesforce?

Deleted records in the “soft-delete” stage may be restored by using the undelete operation within the recycle bin. However, the undelete operation cannot be used on records or data that has been manually purged from the recycle bin or has exceeded the 15-day retention period. If this is the case, the data is no longer recoverable without a backup solution.

 

What is the difference between data and metadata in Salesforce?

The difference between data and metadata is best understood by knowing the literal definition of metadata, which is “data that describes other data.” More simply, metadata is “data about data,” or data that describes the configuration and structure of a Salesforce org as opposed to the data itself. When discussing Salesforce:

  • Data refers to the information comprising records, such as Accounts, Contacts, Opportunities and Leads.
  • 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.

 

Why do we need to backup Salesforce data?

For many organizations, the countless records of CRM data stored within Salesforce is indispensable to company success and business continuity. Salesforce provides complete protection from fault on their end, offers varied options for manual backup within the platform and can assist directly in recovering lost data if absolutely necessary. However, they cannot protect your data from threats beyond their control and the native backup and last-resort options come with numerous restrictions, limited capabilities, lengthy completion times and a hefty price tag. For these reasons, Salesforce themselves recommend investing in a full-featured, third-party backup and recovery solution like Spanning Backup for Salesforce.

What native Salesforce data backup options are available?

Salesforce provides several functions that organizations can utilize for the purpose of taking backups. Most notably, the Data Export Service allows orgs to export all of their data manually or via scheduled export on a weekly (Enterprise, Performance, and Unlimited Editions only) or monthly basis. In addition, the Data Loader can be used to export data from Salesforce objects, or data may be exported from Salesforce reports. These exports are delivered as an excel (XLS) or set of CSV files and can be stored as backup data in the manner of their choosing. These export options, however, cannot be used to back up metadata.

 

Why do we need to backup Salesforce metadata?

Metadata is used to describe and organize data so that it is easy to search, locate, retrieve and utilize said data for business purposes. This structure provides valuable context and insight into a data set and serves to maximize efficiency and streamline BI (Business Intelligence) initiatives. Unfortunately, just as with the data itself, it is very easy to delete a Report, modify a Dashboard, or misconfigure any number of settings within an org that could have a detrimental effect. Without a proper backup and recovery solution in place, many of these mishaps will prove irreversible and productivity will suffer as a result.

What native Salesforce metadata backup options are available?

Salesforce offers several options in the way of backing up metadata. First, customers are able to use sandbox orgs for backup purposes as metadata is automatically copied into a sandbox when one is created or refreshed. In addition, Change Sets can be utilized to copy metadata from a production org to a sandbox or developer org. If customers opt for local storage, copies of metadata can be exported from the production org using the Force.com ANT Migration Tool. Lastly, metadata can be exported to (and later deployed from) the Force.com IDE.

Learn more about native backup options within Salesforce.