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Over the last few years, Salesforce teams have become increasingly aware of their need for a backup solution. But what are your Salesforce backup options? Which tools should you rely on for this all-important task? And what’s the best approach to backing up your orgs? In this article, we’ll see why most businesses look for a third-party solution, and why backup is a key part of the DevOps lifecycle.

Backups are needed for Salesforce — but not all backup tools are equal

A Salesforce backup solution protects your Salesforce data from loss or corruption with automated backups, granular restores, and security and compliance controls. Both native and third-party solutions exist to address these critical needs.

In the past, far fewer businesses backed up their Salesforce orgs. Business-critical data and years’ worth of org customizations, stored as metadata, were at risk of being lost with no way to restore them quickly or reliably. Nebulous notions about data automatically being secure ‘in the cloud’ were common, and most businesses assumed Salesforce would be able to bail them out in a worst-case scenario.

Those ideas are quickly being eroded. Data loss happens all the time, as most teams have learned from first-hand experience. And Salesforce uses a shared responsibility model, which means customers are responsible for backing up and recovering their data and metadata, while Salesforce secures its platform and infrastructure.

Disaster recovery plans must cover data loss from Salesforce, outlining a clear and achievable plan for restoring service quickly. Most teams are waking up to the need for robust Salesforce backups. The State of Salesforce DevOps 2025 report shows 70% of teams now have a backup solution in place — and more are beginning to implement regular disaster recovery testing.

Salesforce itself has consistently warned businesses to back up their orgs. But the native backup and restore tools on Salesforce are limited in various ways, whether you’re extracting data and metadata to create backups, or trying to restore data and metadata from backups.

Native Salesforce backup solutions

Salesforce does provide some backup tooling as paid add-ons, and customers sometimes use other native tools (not intended for the purpose) to create their own backup process.

Salesforce Backup (formerly Backup & Restore)

Salesforce Backup is the closest Salesforce has to a full backup solution, in that it helps you both back up and restore data. It’s a relatively new product, being launched in 2021, and seems to have had a bit of a bumpy start — Salesforce even stopped advertising it for a while.

So what are the limitations of Salesforce Backup? As well as teething issues and limited functionality, the broader problem for Salesforce Backup is that having a platform-native backup solution runs counter to basic backup principles.

Of course, Salesforce segregates the storage of backup data from production data. But your point of access is the same: the Salesforce platform. If you think about the equivalent in terms of hard copy files, it’s like locking the backup copies in a different drawer of the same filing cabinet where the originals are being kept.

Using a native backup solution means you can’t access your backups during a Salesforce outage. And it means a malicious actor with access to the data in your org can more easily access your backup data as well.

Salesforce Backup & Recover

Salesforce Backup & Recover (formerly Own) is Salesforce’s paid add-on for backing up your org. It covers automated backups and point-in-time data restores, but metadata restoration isn’t comprehensive. Salesforce’s own docs steer you towards comparing snapshots and then pushing changes via or , and only 13 metadata types can be restored in the product. º£½ÇÌìÑÄÉçÇø is also opaque — Salesforce directs you to request a tailored quote rather than publishing list prices — so it’s hard to forecast the total cost of backing up your org’s data.

Data Export

Data Export is a native Salesforce tool that lets you export your data as CSV files — manually or on a weekly or monthly schedule. Some teams use Salesforce’s Data Export tool to export backup data. The advantage of Data Export is that you can schedule automated exports, so it’s a definite step-up from backing up manually or not at all. But you can back up once per week at most, when most businesses expect to back up daily at least.

Data Export just extracts data. Storing that data securely, paying for rapidly expanding storage needs, and ensuring compliance all rest with your team. It’s also critical to choose a backup process that works for restoring. Data Export just downloads data as a CSV file, and it’s a pretty error-prone job to restore using CSVs.

Data Loader

Data Loader lets you export records from a Salesforce object into CSV files. It can also insert, update, upsert, and delete records. It’s not designed to be used as a backup and restore solution, but in theory it can be used to back up and restore data. In practice, it’s a very manual backup process, so easily forgotten. And it comes with all the problems of Data Export: you’re still working with CSVs.

Sandbox Refresh

If your business has a full sandbox, it may be tempting to treat the sandbox as a complete backup of your production org, since it replicates your data and metadata. Teams may think they can use Data Loader and Change Sets to migrate any lost or corrupted data and metadata in production from the sandbox environment. Salesforce’s Sandbox Refresh makes sure everything is in sync and up to date.

But this approach is deeply problematic for all sorts of reasons. Salesforce environments aren’t a stable environment for storing data and metadata: org updates and ongoing development mean change is constant. What’s more, Salesforce’s Sandbox Refresh process isn’t designed for backup — it overwrites your existing data, can’t be scheduled, and doesn’t preserve metadata changes between refreshes.

Salesforce APIs

Salesforce has a number of APIs that can be used to migrate data and metadata, including for backup and restore purposes. The Salesforce CLI, released as part of Salesforce DX, is an option for developers who want to manually back up using Salesforce APIs, or build a process from scratch by chaining tools. Third-party tools also use Salesforce’s APIs to offer powerful solutions that work out of the box.

Most businesses choose a third-party solution for Salesforce backups

The free data backup methods native to Salesforce aren’t used by businesses that want to prepare seriously for disaster recovery. Third-party backup solutions are the most popular choice for companies using Salesforce, because they allow Salesforce teams to create a viable backup and restore process that fulfills the requirements of their Salesforce data backup policy or business continuity plan.

Beyond resilience and restore speed, your backup approach has to hold up in audits. Look for:

• Data encryption at rest and in transit
• GDPR and CCPA support (i.e. retention, erasure, residency)
• Audit trail

There are many reasons why businesses tend to choose a third-party backup solution, including:

• Automated backups run at least daily, reducing the amount of time that passes where the latest data is unprotected
• Data is stored securely outside of Salesforce’s infrastructure and can be accessed any time
• Costs are predictable, in contrast to the ballooning expense of a DIY approach
• Many solutions back up both data and at least some metadata
• Recovery times are shorter as solutions are built to support restore processes
• A wide range of extra functionality is often available, including for compliance

Beyond features, implementation is what makes this work. Consider your data volume and complexity, your recovery time and recovery point objectives (RTO/RPO), and how they fit with your Salesforce environments and integrations — these factors will determine the best solution for your org.

Why single-purpose backup solutions slow down recovery times

Single-purpose backup solutions sit outside the team’s day-to-day workflow, so they’re easy to ignore — right up until something goes wrong.

Imagine a team that sets up an automated backup job using a single-purpose tool. They have peace of mind knowing their data and metadata is being backed up, but they rarely open their backup tool. While their data integrations or releases might pose a risk to the data and metadata in their org, the team rarely back up their org on demand.

The one or two members of the team with access to the backup tool occasionally restore small amounts of data and periodically test their restore processes. During a serious data loss incident, everything depends on those members of the team being there. Even for them, the restore tools don’t feel that familiar — their progress during disaster recovery is slowed down by needing to remind themselves how their restore tools work.

While all of this might seem like an inevitable problem, and just another reason to hope you never need your backup solution, it really doesn’t have to be this way.

An even better way: backups as part of DevOps

Treating backups as part of your DevOps process is the best possible way to improve your team’s performance, both in terms of release management and disaster recovery. This is why we built º£½ÇÌìÑÄÉçÇø as a complete DevOps solution that includes comprehensive backup and restore tooling for Salesforce. Bringing everything together under one roof has several advantages, such as:

• An integrated process. Your backup and release processes are tightly integrated and all controlled from the same UI. Creating backups for development teams to work with means they can back up on demand before a risky release or integration, ensuring that the latest data is secure if anything doesn’t go to plan.
• Shorter time to recovery. Restoring Salesforce data and metadata is tricky. Using the deployment tools you use every day makes it easier and much faster to restore data and metadata from your backup to your org. And you can follow DevOps best practice by quickly restoring to a sandbox first, checking the restored data and metadata, then deploying to production.
• Secure collaboration. Most of the time, access to backups will be limited to a select few people for security. But when the need arises, the team lead can bring other members of the development team into the recovery process by delegating permissions to restore data. There’s no need to worry about ramp-up time, because the tool is already familiar to the whole team. Breaking down silos of teams working on release and teams working on data security is the central idea of DevSecOps.

This approach to your tools and processes may well involve a change in mindset. The team best placed to manage backups for Salesforce is the Salesforce team, because they’re the ones who really understand the complexity of Salesforce data and metadata. And they should be the ones using a tool that can handle all of that complexity.

High-performing DevOps teams are also elite performers in terms of recovery times. Backups belong with deployments, automation, change monitoring, data management and testing as part of a complete DevOps process. As businesses increasingly rely on DevOps for disaster recovery, it’s crucial to adopt proven backup and restoration best practices.

The future is Salesforce DevOps

As more and more Salesforce teams adopt DevOps to streamline and accelerate their releases, it’s a good time to assess which tools will support a complete DevOps workflow that effortlessly incorporates backups. DevOps is as much about security and robust ways of working as it is about working at pace. Backups are the foundation of a secure process that should also include version control, automated testing, close collaboration, monitoring and options for rollback.

If your team is still getting the lay of the land when it comes to DevOps, you’re in an ideal position to build a mature process with backups built in from the get go. Knowing your data and metadata is secure and recoverable frees up your team to innovate with confidence and adopt new ways of working that will soon take all the stress out of releases.

Complete your Salesforce DevOps toolkit

Whether you currently have a mature process for CI/CD but nothing in the way of backup, or a backup process that’s siloed away from your release management, look again at building a comprehensive DevOps and backup strategy that brings everything together. Book a demo of º£½ÇÌìÑÄÉçÇø today or start a .

And to get a complete overview of backing up Salesforce, download our free ebook Backups for Salesforce: