Salesforce Data Recovery: What to Do When You Lose Important Data

Salesforce data loss can be a devastating event for any organization. It can cost time and money and damage relationships with customers, partners and employees.

Fortunately, there are 15 things you can do to minimize the impact of data loss and ensure that you’re prepared in case it happens.

1. Immediately start looking for the lost data.

Salesforce keeps backups of all data, so it’s possible to retrieve lost data if you know where to look. Check your user settings first, as well as any connected devices or services that might have synced with Salesforce. If you still can’t find the data, contact Salesforce customer support.

2. Notify affected parties as soon as possible.

If you’ve lost customer data, you need to let them know as soon as possible. The same goes for any other affected parties, such as employees or partners. By being open and honest about the situation, you can start to rebuild trust.

3. Investigate the cause of the data loss.

Once you have your data back, it’s important to figure out how it was lost in the first place. This will help you prevent future data loss and identify any security vulnerabilities that need to be addressed.

4. Take steps to prevent future data loss.

Once you know what caused the data loss, take steps to prevent it from happening again. This might include changes to your Salesforce configuration, additional training for employees or new security measures.

5. Monitor your data closely.

Even after taking steps to prevent data loss, it’s important to monitor your data closely. This way, you can catch any issues early and take action to prevent them from becoming serious problems.

6. Have a plan for dealing with data loss.

No matter how well you prepare, there’s always a chance that data will be lost. For this reason, it’s important to have a plan for dealing with data loss. This should include steps for retrieving lost data and notifications for affected parties.

7. Be prepared to deal with the consequences of data loss.

Data loss can have serious consequences, such as financial losses, damage to relationships, and negative publicity. Be prepared to deal with these consequences if they occur.

8. Have a contingency plan for business continuity.

In the event of major data loss, it’s important to have a plan for keeping your business running. This might include using manual processes, alternative data sources, or temporary employees.

9. Train your employees on data security.

One of the best ways to prevent data loss is to train your employees on data security. They should know how to protect data, what to do if it’s lost, and who to contact in case of an emergency.

10. Implement security measures to protect your data.

There are many different security measures you can take to protect your data. These might include encryption, user permissions, and activity monitoring.

11. Back up your data regularly.

Regular backups are essential for recovering lost data. They should be done frequently and stored in a secure location.

12. Test your backup system regularly.

It’s not enough to just have a backup system – you need to make sure it works properly. Regularly test your backup system to ensure that it’s working as intended.

13. Keep your software up to date.

Outdated software is one of the leading causes of data loss. Make sure all of your software is up to date and set up automatic updates if possible.

14. Use trusted services and applications.

There are many Salesforce-compatible services and applications available, but not all of them are create equal. When choosing a service or app, make sure it’s from a trusted source.

15. Be careful when sharing data.

Sharing data can be a necessary part of doing business, but it also comes with risks. Be careful when sharing data, and only share it with those who need it.


Data loss is a serious issue that can have far-reaching consequences. To prevent data loss, take steps to protect your data, back it up regularly, and keep your software up to date. In the event that data is lost, notify affected parties as soon as possible and take steps to investigate the cause of the loss. Finally, be prepared to deal with the consequences of data loss, such as negative publicity or financial losses.


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