Why Do I Need to Protect My Salesforce Metadata?

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• Why Do I Need to Protect My Salesforce Metadata?

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Here are 8 reasons you need to protect your
Salesforce metadata

• Metadata is a Frequent Target
• Accidents Happen All the Time
• Retain Functionality
• Consistent User Interactions
• Minimizing Redundant Work
• Improper Data Relationships Create Problems
• Regulatory Compliance
• Reliable Metadata Backups Are Essential

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1. Metadata is a Frequent Target

• Your Salesforce system is likely making notes of
  customer behaviors. These notes help your system
  to make beneficial inferences about their
  behavior and trigger useful functionality. And of
  course, these notes are all types of metadata.

2. Accidents Happen All the Time

• Accidental deletions are one of the most common
  factors in data loss events. Salesforce
  Metadata is accessible by a variety of team
  members, and it only takes a small mistake to
  wipe out connected functionality and customer
  information.

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3. Retain Functionality

• Weve discussed a couple scenarios that can lead
  to loss of metadata, now lets dig a little
  deeper into the consequences of this loss.
  Metadata can be used to create relationships
  between various objects within your Salesforce
  environment.

4. Consistent User Interactions

• Retaining functionality ensures your system
  continues to operate properly. And while there
  are many benefits on the backend of the system,
  possibly the most important benefit is how it
  affects those on the front end.

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5. Minimizing Redundant Work

• Metadata can be created through performed
  functions or designed with the goal of
  customizing your Salesforce environment. These
  customizations can include customized components,
  Lightning pages, and more.

6. Improper Data Relationships Create Problems

• The customizations and existing functionality of
  your Salesforce system is largely dictated by
  metadata. Weve discussed the dangers of these
  functions becoming lost or damaged, but another
  danger exists if they were to misfire.

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7. Regulatory Compliance

• The rules and stipulations relating to how an
  institution handles data will largely depend on
  the industry in which they operate. Some
  industriessuch as healthcare and financial
  industrieshave a much higher likelihood of
  working with sensitive customer information.

8. Reliable Metadata Backups Are Essential

• Data securityincluding that of metadatarequires
  a certain level of preparation. Companies must be
  aware of all types of sensitive information and
  data as well as the guidelines for handling it.

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My Salesforce Metadata?
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