Securing Veeva CRM on the Salesforce Platform with Validated Backup and Recovery

Company profile

This pharmaceutical enterprise relies on over a dozen Veeva CRM orgs across therapeutic areas and geographic regions, each highly customized and critical to clinical trial support and scientific outreach.

Industry

Healthcare

Specialties

Clinical Research, Scientific Engagement, Patient Experience

Company size

50,000+ employees

Tech stack

Veeva CRM on the Salesforce platform

AWS, Relational Databases

Business case

Technical needs

Validated backup and recovery ensure sensitive clinical and engagement records could be protected and restored in a compliant manner
Regular restore testing to verify backup integrity
Schema-aware replication and adaptability to support ongoing Veeva Salesforce customization and evolving data structures without disrupting operations or reporting

Key outcomes

Shielded critical Veeva CRM data against deletion, corruption, and ransomware, before it becomes a crisis
Achieved compliant, audit-ready recovery across Salesforce and Veeva, with workflows that have actually been tested
Unlocked near real-time reporting and off-platform analytics on Veeva data, without touching production
Cut developer risk and boosted efficiency with disaster recovery that’s ready to go, not just documented

The challenge: before GRAX

This multinational pharmaceutical company, with over 90,000 employees, relies on Veeva CRM (built on Salesforce) as a critical system of record for global sales operations and engagement with healthcare professionals. The platform stores sensitive scientific and commercial data that must be protected and governed under strict regulations, including 21 CFR Part 11, GxP validation requirements, and GDPR.

As part of a broader enterprise analytics initiative, the company built a centralized data lake in Azure to unify data across business units. Bringing Veeva CRM data into this environment was essential for global reporting and forecasting, but doing so at scale proved difficult.

The organization needed to replicate large volumes of highly relational Veeva Salesforce data without overwhelming API limits or introducing fragile integration pipelines. At the same time, the company had to ensure the data remained secure, auditable, and fully recoverable to meet compliance and internal governance standards. Traditional export and integration tools struggled to preserve the full Salesforce schema and relationships required for reliable analytics and recovery, leaving the company searching for a more scalable and compliant way to move and protect its Veeva CRM data.

The solution

Explore the products that this Global Pharma Enterprise is using to adapt faster

The results: after GRAX

GRAX delivered a secure, high-frequency data management framework for Veeva CRM built on incremental replication and automated schema synchronization. Instead of relying on periodic exports or unverified backups, the enterprise implemented a continuously updated and fully testable data protection strategy. Salesforce Veeva data remained intact, relational, and accessible outside the platform, allowing teams to validate recoverability while also unlocking new opportunities for analytics, reporting, and operational insight.

Always-on Veeva backup: GRAX continuously replicated Veeva data and metadata at the high frequency into a customer-controlled AWS relational database, capturing every data and schema change so backups never fell behind the business.
Snapshots that work harder: Every replication created a queryable point-in-time snapshot, ready for long-term archival, regulatory retention, legal holds, and deep analytics, all without touching production CRM.
Recovery you can actually trust: Regular sandbox restore testing proved that backups were complete and truly restorable, not just assumed to be. Accidental deletions, bad deployments, operational incidents: covered.
Backups that evolve with Veeva: As CRM orgs gained new objects, fields, and relationships, GRAX automatically kept the backup schema in sync, zero manual intervention and zero drift.

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The GRAX Advantage

GRAX allows customers to take complete ownership and control of their Salesforce data by capturing and storing it in environments that they own and operate. This creates the most effective way to meet the most stringent regulatory requirements by capturing and preserving 100% of their data’s Digital Chain of Custody.