Should Metadata Be Included in My Salesforce Data Backup?

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• Should Metadata Be Included in My Salesforce Data
  Backup?

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Here are 6 things you should know about including
metadata in your Salesforce data backup

1. Metadata Is a Target, Just Like Other Types of
   Data
2. Proper Functionality Depends on Metadata
3. Accidental Deletions Can Have Major Consequences
4. Corrupted Metadata Relationships Cause Problems
5. Continuous Metadata Offers Benefits
6. Tips for a Comprehensive Salesforce Data Backup

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1. Metadata Is a Target, Just Like Other Types of
Data

• There are various types of metadata existing
  within your Salesforce environment, and this
  repository grows with each action. Behaviors and
  other information relating to the personally
  identifiable information of team members and
  customers alike can be stored within your
  systems metadata.

2. Proper Functionality Depends on Metadata

• Metadata can include descriptive data about
  various functions and pieces of information.
  However, it can also be used to describe the
  functions themselves. Linked objects and fields
  are created through this type of metadata and a
  failure to properly protect them can break these
  dependencies.

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3. Accidental Deletions Can Have Major
Consequences

• Data loss doesnt always come from a
  cybercriminal or hacker. Sometimes, these threats
  come from within our own organizations. Human
  errors are one of the leading causes of data
  loss. Simply deleting the wrong file can have a
  ripple effect that impacts process down the line.

4. Corrupted Metadata Relationships Cause Problems

• We mentioned earlier how metadata can be used to
  describe the relationships between various fields
  and objects. For instance, say a customer enters
  their name into one field and it auto-populates
  in another. This is a simple example but one that
  can have negative consequences should the process
  be corrupted.

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5. Continuous Metadata Offers Benefits

• Users need to know what to expect. Reliable
  metadata creates a consistent user interface, so
  users dont encounter any surprises. This
  includes the customizations youve made to
  personalize your Salesforce platform to your
  individual needs.

6. Tips for a Comprehensive Salesforce Data Backup

• A Salesforce data backup is only useful if its
  current. Outdated backups dont provide the
  breadth of benefits your company needs to avoid
  costly downtime and loss of functionality. Any
  lost data will need to be replaced through team
  member efforts, which costs time and money.

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