9 posts tagged with "Backup"

There are two kinds of Salesforce admins: the ones who back up their sandboxes, and the ones who haven't been through an accidental refresh yet. A sandbox refresh can't be undone, and as of 2025 Salesforce support no longer recovers an overwritten sandbox — so the only way back is a metadata backup you made before the refresh, which mtdt.io runs on a free, scheduled basis. The day someone refreshes the wrong sandbox — weeks of unreleased config, gone in one click — you find out which kind of admin you are.

It's easy to assume Salesforce keeps a copy of everything and will hand it back if something goes wrong. It doesn't. Under Salesforce's shared-responsibility model, the platform keeps the service running; protecting your data and configuration is on you. So sooner or later every team has to plan a backup — and the options vary a lot more than "switch it on."

Here's a neutral checklist of what actually matters, before you commit to any approach.

Ask where your Salesforce backup actually lives, and the answer is usually "somewhere in the vendor's cloud, in a format you'll see only if you ever need a restore." That's fine — right up until you want to query it, report on it, prove what changed, or simply own your own data.

mtdt.io's smart data backup takes a different stance: your Salesforce records are backed up into your own PostgreSQL database — a real, queryable database you control, with a full history of every backup, ready to restore back into an org.

Every email logged to a case, a contact, or a record lives in Salesforce as an EmailMessage. Those messages are some of the most compliance-sensitive data you hold — e-discovery, audits, disputes all turn on "what was actually sent." Yet they sit in Salesforce with finite storage and retention, and a standard backup doesn't single them out.

mtdt.io backs up your EmailMessages incrementally into your own database and S3 — a queryable email archive you control.

You back up your metadata. You back up your records. But there's a third pile of data most teams never protect: Files — the attachments, uploaded documents, images, and signed PDFs stored as Salesforce Content Versions. They're often the largest data in the org, the most expensive to store, and the least backed up.

mtdt.io backs them up to your own S3 — a copy of your Salesforce files in storage you control.

A deployment succeeds, everyone moves on — and an hour later a key flow is misfiring in production. Now what? With native Salesforce tooling, the honest answer is: you rebuild the previous state by hand, under pressure, while production misbehaves.

There's a better answer. Here's why Salesforce rollback is genuinely tricky, and how to turn it into a single click. mtdt.io does it by capturing a rollback point — a snapshot of the target org's metadata — right before a deployment runs; if the release goes wrong, you open the deployment and click Rollback to restore that pre-deployment state.

Ask a Salesforce team what their disaster recovery plan is and you'll usually get one of two answers: "Salesforce handles that," or an uncomfortable silence. Both are a problem.

Salesforce is one of the most reliable platforms on earth — but "the platform is up" and "your data and configuration are recoverable" are two very different guarantees. This is a practical playbook for the second one: what to protect, how to think about it, and exactly what to do when something goes wrong.

The free plan of mtdt.io offers real deployment power without upfront cost. It’s perfect for:

• Salesforce Admins who need a simple, reliable tool to manage metadata deployments.
• Developers aiming to resolve deployment conflicts without endless trial and error.

You don’t need a DevOps engineer to get started with mtdt. With a clean interface and smart automation, even non-technical users can confidently manage releases.

When working with Salesforce, metadata is the backbone of your customizations: from objects and fields to flows, validation rules, and everything in between. Yet, many teams overlook one critical step in their DevOps process — backing up their metadata.