Own: Automated Salesforce CRM Data Backup & Recovery Solutions

Your Salesforce instance is the source of truth for the business. Pipeline, customer history, support cases, account hierarchies, custom objects built over years of work, all of it lives in one place. That concentration is what makes the platform powerful, and also what makes a bad day turn into a very bad week. A misconfigured workflow wipes thousands of records overnight. A bulk update from a junior admin overwrites contact data that nobody can reconstruct. An integration starts deleting records that it was supposed to sync. By the time someone notices, the affected data has been gone for hours.

Recovery options are usually grim. Native restore tools weren’t built for surgical fixes. Spreadsheets exported six months ago are stale. Asking Salesforce to restore the org is expensive, slow, and only goes so far. Meanwhile, sales reps are calling support, leadership is asking what happened, and someone has to figure out exactly what changed, when, and how to put it back without breaking something else. The cost isn’t just data; it’s the days your team spends untangling the mess instead of selling.

Salesforce Backup & Recover

Salesforce Backup & Recover, formerly Own Recover, is the native solution for protecting your Salesforce data and metadata against accidental loss, corruption, and security incidents. It runs automated backups in the background and gives you the tools to find what changed and restore it with precision when something goes wrong.

You get peace of mind knowing your CRM data is backed up daily, without anyone having to remember to push a button. When something does go wrong, you can isolate exactly what changed between two snapshots, drill down to the affected records, and restore only what needs restoring, rather than rolling back legitimate work alongside the mistake.

Smart alerts catch unusual activity before it spreads, so a runaway integration or accidental mass delete gets flagged the moment the numbers look off. Retention policies can span up to 99 years, keeping regulators happy and providing a real audit trail when you need one. The whole experience replaces the panic of what just happened to our data with a calm, repeatable process that turns a potential outage into a fifteen-minute fix.

Features That Make the Difference

Here’s what comes with Salesforce Backup & Recover, listed alphabetically:

• Automated daily backups: Captures complete copies of data and metadata across production orgs and sandboxes, including standard objects, custom objects, chatter feeds, knowledge articles, person accounts, attachments, and files, regardless of org size or complexity.
• Backup dashboard: Shows every change captured in each backup snapshot for every object, so you can scan recent activity without opening individual records.
• Backup on demand: Lets you trigger an unscheduled backup before a major release, deployment, or risky data load, giving you a clean restore point right when you need one.
• Centralized backup operations: Manage backups for every org and sandbox from a single console, so admins working across multiple environments don’t have to switch between tools.
• Continuous data protection: Monitors changes between scheduled backups so you can recover data that was modified between snapshots without losing the work in between.
• Data compare: Compares any two backup snapshots side by side to identify records and fields that were added, deleted, or changed, then lets you download the affected data for review and restoration.
• Easy backup searches: Filter the backup history by object, time, or change type to find the exact snapshot you need without scrolling through weeks of activity.
• Export data: Pulls backup data out of the system on demand for external storage, archiving, or compliance reporting.
• Flexible retention policies: Includes 99 years of retention by default and lets you tailor daily, weekly, monthly, and yearly backup retention by org, with controls to manage API consumption and exclude data you don’t need to preserve.
• Instant notifications: Sends real-time alerts the moment a Smart Alert threshold is crossed, so you find out about anomalies immediately instead of during the next standup.
• Metadata compare: Identifies changes to configuration, fields, layouts, and other metadata between snapshots so you can roll back changes that shouldn’t have shipped.
• Multi-cloud protection: Extends the same backup capabilities to Microsoft Dynamics and ServiceNow, ensuring data continuity beyond your Salesforce instance.
• Precision restore: Restores only the affected records and fields without overwriting unrelated changes made during normal business activity.
• Smart alerts: Configure thresholds for what counts as a statistical outlier relative to normal activity, with custom alerts tied to specific objects and to the volume of records added, removed, or modified.

One System, Every Backup Scenario Covered

Salesforce Backup & Recover handles the boring work of capturing your data every day, the urgent work of telling you when something looks wrong, and the careful work of putting things back exactly the way they were. It pairs naturally with Privacy Center for consent management, Data Mask & Seed for sandbox protection, Shield for access monitoring, and Event Monitoring for usage analytics, so your data security posture isn’t built from a dozen disconnected tools. Whether the trigger is a junior admin’s mistake, a misbehaving integration, or a ransomware attempt, the response is the same: find what changed, isolate it, and restore it.

Your CRM is too important to leave unprotected, and recovery is too painful to figure out for the first time during an actual incident. Salesforce Backup & Recover is built into the platform you already trust, runs automatically once configured, and gives you a clear path back from any data loss event. Try the Agentforce 360 Platform Services free for 30 days, no credit card required, no installations to manage.

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Frequently Asked Questions