Parth S.
PS
Mid-Market (51-1000 emp.)
"Granular Recovery with Compliance Edge"
4/5
What do you like best about Salesforce Backup & Recover?

I appreciate the granularity of recovery in Salesforce Backup & Recover. Being able to restore at the record level rather than opting for a full org restore really changes the operational risk profile for enterprise clients. I find the version comparison feature genuinely useful; it lets me understand the impact of an incident before committing to a restore. The native nature of the tool to Salesforce is significant as it means that data doesn't leave Salesforce, simplifying data lineage documentation and reducing the attack surface. The automated scheduling is another highlight because it ensures backups run consistently without manual intervention, which is crucial in regulated environments. Lastly, the fact that sensitive fields remain within the Salesforce security boundary during backups is important for compliance with GDPR and HIPAA. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Backup & Recover?

A few genuine areas for improvement. First, scope coverage: Salesforce Backup & Recover primarily addresses structured CRM data, but an enterprise org's risk profile includes unstructured content too — files, attachments, Knowledge articles, CMS content for Experience Cloud sites. For clients using Experience Cloud with a headless CMS or third-party content platforms, the backup strategy for that content layer has to be handled separately, which increases architectural complexity. Second, the interface and tooling operates outside the standard Salesforce UI, which adds friction for admin teams who aren't deeply technical. Simpler, in-console workflows for common recovery scenarios would reduce time-to-recovery when every minute matters. Third — and this is a broader architectural observation rather than a product critique — Backup & Recover is one layer of a data protection strategy, not the complete answer. Clients sometimes treat it as comprehensive coverage when it still needs to be paired with: a data archival strategy to manage storage consumption, field-level encryption for the most sensitive data, event monitoring and shields for breach detection, and where appropriate, external backup tooling like AWS Backup or Ownbackup for organisations that need multi-cloud redundancy or faster RPO/RTO guarantees than the native product provides. Review collected by and hosted on G2.com.

See what 402 reviewers think of Salesforce Backup & Recover

4.6 out of 5 · Verified reviews from real users

Read all reviews