Everything you put into Salesforce is your responsibility.
Let me guess — you’re not backing up your Salesforce data because it’s already in the cloud, right? If so, you’re not alone. There’s an unspoken assumption that all data moved to or created within the Salesforce cloud environment is automatically protected.
Sure, Salesforce keeps its servers up and running so the cloud service you pay for stays online. But when it comes to what you put in the Salesforce cloud — your data, integrations, metadata, reports, files, and custom code — that’s entirely your responsibility. That’s where we come in.
Happy Clients
It is important for Salesforce customers to develop a routine data backup strategy as part of their overall data management and security model.
HOW IT WORKS
Protect your backups in secure, SOC 2-compliant data centers.
When things go wrong, getting back on track should be easy. With Summit Backup for Salesforce, it is! You’re always just a few clicks away from restoring data where and when you need it.
Features
Restore anywhere
Option to restore any data to production or to populate data into any Salesforce sandbox for seeding/testing
Salesforce-native
Purpose‑built to backup and restore Salesforce data and metadata
24/7/365 monitoring
24/7 monitoring and alerting on infrastructure health and performance metrics
Fully supported
Configuration, administration, and monitoring by our expert engineers with access to 24/7 Service Desk support for all recovery requests
Salesforce SSO and MFA
Enable role‑based access for backup and restore operators via Salesforce to simplify and improve the security of your operations
Easy‑to‑use interface
Run backup policies and restore jobs in minutes
Simplified management
Manage backup policies for several Salesforce organizations from one console
Restore hierarchy
Granularly restore parent records and linked child objects to any record
Benefits
Get reliable backups on a platform that’s independent of Salesforce.
Back up Salesforce as often as you need to meet any RPO or compliance requirement
Protect your Salesforce backups from malicious attacks. and store in secondary location for boosted resilience.
Cut costs by archiving unused or unnecessary Salesforce data while retaining ability to restore
FAQs
Salesforce recommends you develop your own backup strategy as part of your business’s disaster recovery (DR) plan. Officially, Salesforce maintains a copy of its own data as part of its own DR plan, not yours.
In the event of a major disaster, you can request Salesforce Data Recovery — a paid, $10,000+ service. It takes up to six weeks to deliver whatever data Salesforce can get back to you in a .csv format (that you must then manually upload and configure into your Salesforce org). It does not include metadata or data that your team deleted from Salesforce over time.
We currently support Sales, Service, Government, and Education Clouds.
Salesforce data refers to all your records, including Accounts, Contacts, Leads, Opportunities, Cases, Contracts, and other records. This can also include custom objects, records, files, content, and Chatter. Salesforce metadata refers to all configuration settings, including custom fields, page layouts, reports, dashboards, and custom code like Apex and Visualforce.
Salesforce provides four different editions of Salesforce Sales Cloud and Service Cloud: Essentials, Professional, Enterprise, and Unlimited. Only Salesforce Enterprise and Unlimited editions include the APIs that are needed to create Salesforce backups. The Professional edition has an API add-on to enable backups.