Join Christopher Matthew Spencer for an in-depth discussion in this video Backup, part of Learning Salesforce Admin.
[Narrator] Let's talk about the…often ignored subject of data backups.…Data is precious, and personal computer hard drives…can fail at any time.…They're prone to damage, and they're made to be…very low cost, but not to last.…A compelling reason to use the cloud for data storage…is that the server maintenance,…including hardware and backups, is handled by experts.…Salesforce is a cloud computing solution…for storing your valuable data.…And the great news is, that Salesforce…maintains automatic backups of their customer data,…which can be recovered at any time.…
It's still a great idea to regularly backup…your organization data locally, so you can restore it…and avoid having to rely on Salesforce backups.…Now, there are a number of ways to export…and store data for save keeping.…You can simply rely on Salesforce in the event you need…to restore, and in that case, they're going to charge you.…You can prepare reports to export your data and then…export them as CSV or Excel files,…and you can use Salesforce's data loader…
AuthorChristopher Matthew Spencer
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Intermediate
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Learning Salesforce CPQwith Christine Volden Pereira27m 45s Beginner
1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
6. Data Management
7. Data Security
Next steps1m 14s
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