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#Backup0 discussing

What do you all recommend as a not super costly SF backup tool that can also export metadata and can deal with a couple million records? (We probably have 300,000 contact records and then 1 million+ campaign member records).

 

We have been using Spanning Backup for many years and it's been working fine, but I discovered a significant bug/flaw in it at the beginning of the year and I can’t get their support to acknowledge the bug, let alone fix it. They don’t seem to understand what I’m trying to explain to them because all their responses refer to things that aren’t the actual problem I’m having! So, I'm looking for another tool for when our contract is up that hopefully won't have the same issue.

 

The issue we’re having with them is that I noticed when I export Campaign Members from the backup that there are multiple records listed as IsDeleted False that have the same contact id and the same campaign id. Obviously, anyone who knows anything about Salesforce knows that you can’t have more than one campaign member record for the same contact and campaign.

 

Sure enough, when I look up the actual campaign member ids in Salesforce, the duplicates in the backup file have been deleted and don't actually exist in Salesforce (sometimes they've been deleted for multiple years, so it isn't just like a day or week lag time). Obviously, this is a large problem in a backup file because if we lose access to the actual data, I won’t know which is the right, existing campaign member to re-import it! It does seem to be that the most recently updated campaign member record is the live one, but I’d prefer not to rely on that and instead have a backup platform that doesn’t have issues with campaign members.

 

Some campaign member records do show as deleted in Spanning when exporting (IsDeleted True), so I think this bug only occurs in certain special cases. So, far I’ve been able to replicate it by merging two contacts that both had campaign members in the same campaign (where both were already in a Spanning backup before being merged). And I suspect there might be a cause when we use the add to campaign button from a report (and overwrite people if they already exist in the campaign). But, those are standard Salesforce features, so they should be supported in a Salesforce backup tool! At this point we have over 100,000 extra campaign member records exported in our backup that don't really exist in Salesforce.

 

So, if anyone knows of any backup tools that do work with campaign members and merging contacts, etc. please let me know!

 

And secondly, if you use Spanning backup, you might consider exporting your Campaign Member records and seeing if you have duplicates too. If so, please open a case! Maybe if they get enough complaints, they’ll finally realize it’s an issue and fix it.

 

#Backup And Restore #Backup

4 answers
  1. May 21, 2025, 11:58 AM

    @Katherine West Thank you so much for your detailed response.  We just started a trial with them and your response gives me pause.  I'll definitely checkout Avepoint as well!

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Do you backup your MetaData? I've been doing it for years but now there's a much easier way!

 

If you do regular data backups, you may say... I don't need to do metadata backups, right?. NOT TRUE! Data backups don't backup metadata. Never considered it? This blog is the jist (really the whole thing) of the most simple way I know to do it.

 

Blog: https://mighyforce.dreamhosters.com/2024/02/code-builder/

Video: https://youtu.be/QD0ia5fBWbk

(While on YouTube, why not subscribe? There are a dozen or more mightyforce videos there already!)

Do you backup your MetaData? I've been doing it for years but now there's a much easier way! If you do regular data backups, you may say... I don't need to do metadata backups, right?.

This way to do metadata backup that isn't a distraction and actually teaches you a core skill and gives you a core tool that I bet you'll be using for other things within a year. (hint hint... dev ops aren't just for developers anymore)

 

Do you use sandboxes for backup? Me too... until Salesforce broke them for this purpose...

 

For years, I’ve had the strategy of backing up Metadata once a quarter to a sandbox that I never touch. But now Salesforce deletes them after 6 months so I can’t keep a year. This seems unacceptable as a metadata backup. I’ve tried to log into them but to be honest, it's very hard to log into an old sandbox when your password keeps changing. And with all the MFA and focus on security, it's just about impossible to get into a sandbox that isn't recently refreshed. Refreshing it defeats the purpose of the metadata backup in the sandbox. I’ve tried to make it my junior intern's job, but they can’t do that unless they were in the org when it was created. So basically the sandbox as backup has failed for us.

 

I've known I could do backup using all the cool DX stuff from the developer world for a few years now, but I've watched and waited for a simple way to do it that wasn't a distraction and was simple enough I though every admin could do it. We... it's here now!

 

And yes... I've tried each of the lower cost backup solutions suitable for small nonprofits... none made me very "happy" about backup. Each each feels like a distraction. Few keep the data as archive. (The only time I actually needed my data backup so far was when I discovered a serious user error 6 months later that corrupted our data set... the archived saved my bacon!).  Only recently do any of the backups address metadata. So I'm still downloading my weekly data backups zips for that purpose.

 

Enjoy!

 

@The Blog Group @Salesforce.org MVPs @Nonprofit and Education MindShare @Nonprofit User Group, Austin, US @Nonprofit User Group, San Antonio, US

 

#Backup #Code Builder @Nonprofit User Group, Dallas, US @Nonprofit User Group, Houston, US @Nonprofit Hub @Hub Heroes @MVPs & AppExchange All Stars

4 comments
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We have to switch social media tool as Social Studio is going to be phased out. If we need to backup the entire 2022 data, which options are available?

#Social Studio #Backup

2 answers
  1. Ines Garcia (get: Agile) Forum Ambassador
    Apr 26, 2023, 11:45 AM

    Where are you with this Giuseppe?

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Buen día comunidad, los invito a nuestro proximo webinar, Salesforce Data Protection Solution.

"¿Cuál sería el impacto en mi negocio si los datos de Saleforce fueran corrompidos sin la capacidad de recuperarlos?"

La cita, es el próximo martes 14 a las 15 hs de Argentina.

Pueden registrarse aquí: http://go.atvault.com/l/864432/2020-07-06/hf9sd

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Bom dia Pessoal, tudo bem?

 

Com a retirada do "produto" da Salesforce de fazer backup dos dados de sua org, saberiam me indicar algum outro produto para realização dos backups?

3 comments
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Hi Everyone,

 

As you know, OwnBackup was going to host a VIP event next Wednesday, prior to SE Dreamin'.  As an alternative, we are now hosting a virtual event we would like to invite you to.

 

On March 26 from 12PM-1PM EST, we invite you to join us for a live Q&A and virtual lunch with OwnBackup and the Salesforce COE at IHG. OwnBackup will send you a $25 Door Dash gift card so you can stay connected to your peers virtually, while supporting the restaurants local to you as they are impacted by the COVID-19 pandemic.

 

EMAIL JESSICA@OWNBACKUP.COM FOR AN INVITATION

 

In this live Q&A, Jessica Wine, Enterprise AE at OwnBackup, will lead a virtual discussion with Todd Stalter, the Global Salesforce CoE Leader, at InterContinental Hotels Group.

 

What you will learn:

  • How Salesforce is used across IHG and how the COE supports the business
  • The challenges IHG experienced prior to becoming an OwnBackup customer
  • IHG’s evaluation criteria for a Salesforce backup and recovery platform
  • How the IHG COE uses OwnBackup on a day-to-day basis
  • Todd’s advice for other Salesforce customers now that Salesforce announced they are retiring the Data Recovery Service in July

Following the Q&A, Adam Layman, Senior Solutions Engineer at OwnBack will lead a short demo of OwnBackup’s Backup and Recovery and Sandbox Seeding solutions.

 

Hopefully by then, you are nice and full from lunch and we will open it up to you for your questions.

 

We look forward to staying connected to you virtually during our new normal and hope you stay healthy and safe over the coming weeks!  

1 comment
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We are exploring 3rd party backup solutions. We have looked at OwnBackup and Spanning. Other suggestions? 

7 comments
  1. Feb 24, 2020, 1:28 AM
    Gearset (my favorite metadata comparison/deployment tool) just released their own backup product - check it out!
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