Executive Summary
Salesforce, the leading cloud-based platform for customer relationship management (CRM), is essential for modern businesses. While robust, it lacks built-in comprehensive backup and restore capabilities. Peeklogic’s Backup-Restore-Merge (BRM) application addresses this critical gap, providing seamless integration with Dropbox for secure data protection.
Client Profile
A software consulting company managing mission-critical internal projects through Salesforce.
Challenge
Despite Salesforce’s numerous advantages, it does not offer native backup and restore functionality. In an era of increasing cybersecurity threats, our client needed a reliable, user-friendly solution for data protection that would:
- Support both custom and standard objects
- Offer flexible backup scheduling
- Maintain data relationships
- Provide quick restoration capabilities
- Operate without complex technical requirements
Solution Implementation
Peeklogic developed a comprehensive backup and restore solution with the following key features:
Seamless Dropbox Integration
- Secure authentication process
- Direct API communication
- Automated folder organization
- Efficient storage management
Intuitive Configuration Process
- Initial Setup
- Simple Dropbox authorization
- Object selection interface
- Custom field configuration
- Filter condition settings
- Backup Management
- Flexible scheduling options
- Real-time backup status monitoring
- Immediate or scheduled execution
- Progress tracking
- Restoration Capabilities
- Complete or selective restore options
- Preservation of data relationships
- Multiple operation modes (Insert/Update/Delete)
- Circular relationship handling
Technical Features
- Custom and standard object support
- Configurable field selection
- Advanced filtering options
- Record-type grouping
- Relationship preservation
- Real-time status monitoring
User Interface Highlights
The application features a clean, intuitive interface with dedicated tabs for:
- Configuration
- Backup management
- Status monitoring
- Restoration operations
Results and Benefits
The implementation provided our client with:
- Enhanced data security
- Simplified backup procedures
- Rapid recovery capabilities
- Minimal training requirements
- Flexible configuration options
- Reliable data protection
The CRM Admin starts the process by using the “Configure” tab and authorizing the Dropbox account:
Once objects are selected, simply choose which fields to be back up.
What’s more, the Admin can configure filtering conditions (when only limited accounts need backup). These can be grouped by specific record type, for example.
Next, save the configuration. Back it up now, or schedule backups in regular intervals:
Backup Salesforce Data Now
Peeklogic’s scheduling tool is flexible, straightforward and saves time.
After clicking “Backup Now,” just switch to “Status” tab to see how your backup is doing.
Once that’s in process, our app creates a folder in your Dropbox account that contains all your backed-up records. That’s right: We help do the organizing for you, without making you wrestle with complicated instructions.
The “Restore” tab lets you see list of backups available to be restored.
With a point and a click, the Salesforce Admin can select which objects to restore from the backup, or restore the all at once.
Remember: Our app will save all your relationships—even if you have circular relationships in your data model. Working from the Restore tab, the Admin can “Insert,” “Update” or “Delete” your valuable Salesforce records.
Conclusion
Peeklogic’s BRM application transforms Salesforce data protection from a potential vulnerability into a streamlined process. By combining robust functionality with user-friendly design, we’ve created a solution that safeguards business data without compromising efficiency or ease of use.
