Protect your Salesforce data with Xetfer’s data backup and recovery solution
What is Salesforce data backup and recovery?
Salesforce data backup and recovery is the process of capturing and securely storing copies of your Salesforce data, then restoring them when needed. This protects your business from data loss due to human error, rogue automations, or unexpected incidents.
Xetfer offers a professional Salesforce data backup and recovery solution. Designed to be flexible, secure, and intuitive, Xetfer allows you to automate backups, store data in your own trusted environments, and monitor everything from a user-friendly interface.
Why it’s important to make backups
Why it’s important to make backups
Even the most robust CRM needs a safety net. Timely backups give you the confidence to move fast without risking irreversible data loss. Native Salesforce tools are limited in how long data is retained and what can be restored. Xetfer ensures you remain in full control.
Reasons to back up your Salesforce data
Benefits of using a Salesforce data backup tool
Automated backups
Protect your data with daily or on-demand backups that run without manual effort.
Real-time alerts
Stay informed with instant notifications about backup activity or issues.
Custom retention settings
Choose what to back up and how long to keep it with full control.
Quick access to data
Download your backup archive anytime for fast, reliable recovery.
Protection against errors
Recover from mistakes, automation glitches, or accidental deletions.
Simplified compliance
Meet audit and regulatory requirements with built-in data protection.
Features of Xetfer’s Salesforce data backup and recovery tool
Xetfer’s backup tool includes everything admins and developers need to protect their Salesforce orgs:
Automated daily backups
Schedule backups at your preferred intervals or trigger them on demand.
Smart backup dashboard
Configure backup preferences and monitor activity in real time.
Custom notifications and alerts
Stay informed with configurable alerts on backup completion or failure.
Backup archive packaging
All related data and metadata captured in one accessible archive.
Secure storage options
Store your backups in trusted environments like Heroku or AWS.
Multi-tenant access controls
Set permissions to control who can manage or access backup operations.
Uncapped retention policies
Retain your backups as long as needed without hidden limits.
Key capabilities Xetfer enables
Salesforce Admins can:
- Schedule automatic backup jobs of their organization's data to ensure data safety.
- Select a specific date and time for a backup and restore data to that point (backup) in time.
- Use incremental backups to minimize storage space and improve performance.
- Easily restore data from a previous backup in case of data loss or corruption.
Salesforce users can:
- Compare different backups to see what data has changed (data difference).
- Receive notifications about the status of their backups.
Data that can be backed up
Xetfer supports a wide range of Salesforce data types. Everything you need to replicate your org structure, records, and content is covered.
| Category | Supported data |
|---|---|
Objects |
Standard & Custom Objects |
Content |
Files, Attachments |
Field types |
Boolean, Currency, Date, Time, Email, Encrypted text, Picklists, Text area, URL, Geolocation,…and more |
| Category | Supported data |
|---|---|
Objects |
Standard & Custom Objects |
Content |
Files, Attachments |
Field types |
Boolean, Currency, Date, Time, Email, Encrypted text, Picklists, Text area, URL, Geolocation,…and more |
Security
Xetfer prioritizes data protection with enterprise-grade security features:
End-to-end encryption for all data in transit
Store in your own environments: AWS, Heroku, or your preferred cloud
Access control and user permissions
Intrusion detection and virtual private cloud architecture
Compliance-ready certifications for peace of mind
Data vs. metadata
In Salesforce, data refers to records like contacts, accounts, and opportunities. Metadata defines how that data is structured and behaves – things like custom objects, fields, workflows, and page layouts.
Xetfer backs up your data. That means you’re protecting the business-critical records your teams rely on every day.
How to make Salesforce data backups with Xetfer
Install Xetfer from AppExchange
Configure your backup settings
define what to back up and how often
Backup your data
initiate automated or on-demand backups
Monitor activity
track progress and receive alerts
Restore when needed
manual restore available from your backup archive
More than just backups
Xerfer enables easy management of your entire Salesforce data lifecycle via one solution. In addition to Salesforce data backup and recovery, Xetfer supports:
Data masking
Anonymize sensitive data to maintain privacy and comply with important data protection regulations.
CI/CD pipeline integration
Employ migration templates to streamline continuous integration and deployment workflows.
Demo and test data generation
Generate anonymized, hypothetical, or demo data sets for realistic testing, training and demonstrations.
Sandbox seeding
Quickly populate sandboxes with representative data subsets for efficient development.
Why choose Xertfer’s Salesforce data backup solution?
Xetfer offers powerful protection without the enterprise price tag. Compared to leading providers, our solution is 3 to 5 times more cost-effective, with a more admin-friendly UI and zero training required.
Affordable pricing
Get enterprise-grade protection without the steep costs.
Zero-effort setup
No need for technical expertise – just install and configure.
Secure, certified infrastructure
Protect your backups with industry-leading security standards.
Transparent monitoring
Keep track of your data backup and recovery activities with ease.
Unlimited retention
No artificial limits on how long your backups are stored.
Real human support
Reach out to our team when you need help, not just a helpdesk ticket.
FAQ
Why do I need a dedicated backup tool for Salesforce if it has native data recovery?
While Salesforce offers basic data export capabilities, Xetfer Backup Tool provides greater flexibility and control. You can customize backup selections, define specific object combinations, and schedule automated backups tailored to your business needs — ensuring comprehensive and efficient data protection beyond Salesforce’s native options.
Where can I monitor the status of my backups?
Backup activity can be tracked in real time via the “Runs” tab in the Xetfer App. You’ll find completed, failed, and in-progress backups with status indicators and time stamps for full transparency.
Where backup data is stored?
After a backup completes:
- Navigate to the “Runs” tab in the Xetfer App.
- Locate the specific backup run (listed as a “Run” object record).
- Click the run’s reference number—the backup file will be attached as a downloadable file on the record’s detail page.
Can I automate backups, or do I need to run them manually?
Yes! Xetfer supports both automated and manual backups: Schedule backups at regular intervals (daily, weekly, etc.) to ensure continuous protection. Trigger manual backups anytime for on-demand data security.
Where is the backup infrastructure hosted?
Xetfer supports flexible hosting to meet your data residency and compliance needs:
- Managed hosting in a secure VRP-controlled environment.
- Customer-managed hosting on your own AWS infrastructure for maximum control.
Is Xetfer secure and compliant with Salesforce data policies?
Yes. Xetfer follows strict enterprise-grade security protocols:
- End-to-end encryption for all data in transit.
- User access is restricted via “Xetfer Admin Access” and “Xetfer User Access” permission sets.
- Backup data remains secure, with no unauthorized access.
What types of Salesforce data does Xetfer back up?
Xetfer supports a wide range of data types, including:
- Standard and custom objects
- Files and attachments
- Common Salesforce field types (text, currency, picklists, geolocation, etc.)
Does Xetfer back up metadata too?
No. Xetfer focuses on data backups — such as records, files, and attachments. Metadata (like custom fields, workflows, or page layouts) is not included in the backup.
How long can I retain backups?
There are no artificial retention limits with Xetfer. You can store your backups for as long as your business or regulatory requirements demand.
Is support available if I run into issues?
Absolutely. Xetfer offers real human support—not just a helpdesk ticket system. Our team is here to assist with setup, troubleshooting, or customization needs.
Started using Xetfer’s powerful data backup and recovery solution
Download the Xetfer package today or get in touch to request a demo, discuss pricing and implementation, and more. You can also find price information, including the cost per license, on the Xetfer AppExchange app listing.