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Make Salesforce Metadata Backup Tasks Easier

Did you know there are ways to make Salesforce Metadata Backup tasks easier? If you didn’t know, you are at the right place! 

Metadata is primarily defined as important information about data used in various ways. Even though it has been around for years now, with the evolution of technology, it has changed and is now used in many different industries. 

This blog post will shed some light on the subject and also give you information about making Salesforce Metadata Backup tasks much easier.

Metadata is everywhere today.

As the heading states, metadata is “literally” everywhere today. We face various metadata types daily, in fact. Even if you don’t notice it, you come across it unintentionally, and it is as important as data. 

URLs, URIs, PURLs, title HTML tags, meta tags, audit trails, user-transaction logs, and keyword indexes are also examples of metadata, according to “Introduction to Metadata.”


To give a more straightforward example from almost everyone’s daily life, let’s say you took a photograph with your DSLR camera. If you mess around a little bit with a photograph you took with it, you will find information about the date. That information – the date – is metadata. You will also find a couple of other technical pieces of information, which are also considered to be metadata.


Another example of metadata we see is in book catalogs. These catalogs include different kinds of information, including the author, publication date, publisher, which shelf it is on, how many pages it has, its subject, and some other information about a book. This information is called metadata, too; these examples aren’t the only times we face it in our daily lives. 

Metadata in Salesforce

Context refers to the information that defines how the data in the Salesforce platform has been configured and customized. It details numerous other platform components, including objects, fields, record types, page layouts, validation rules, custom buttons, and more. 

The Salesforce user interface, programmatic APIs, and tools like the Salesforce CLI and the Metadata API can all be used to manage metadata in Salesforce. Salesforce’s metadata enables platform modifications by administrators and developers without changing the primary data. 

Salesforce Metadata Backup is something worth considering, mainly because it comes with distinct advantages for the customer. Fortunately, with GRAX, you can take ownership and control your historical Salesforce data and metadata. 

What is Salesforce Metadata Backup?

Salesforce Metadata Backup is another useful solution. Data backup is an important matter every company should be aware of, and with the current solutions, you can prevent any data loss. 

There are different types of data that you can lose after cyber-attacks or disastrous situations, and metadata is one of them. As it is the “data of the data,” it plays an important role in many areas. Thus, Salesforce Metadata Backup is needed to differentiate and group data that is backed up.

Metadata refers to all of your configuration settings, such as custom fields, page layouts, Reports, Dashboards, and custom code like Apex and Visualforce.


Importance of Salesforce Metadata Backup

Salesforce Metadata Backup is essential for those whose job is related to data storage or data in general. A full backup solution for your data and metadata will be critical during disaster recovery events (due to cyber attacks, human error, etc.) to prevent data and metadata loss, as well as minimize lost or corrupted data. 

However, metadata is sometimes overlooked, which could equate to data loss. By using Salesforce metadata backup, you won’t have to worry about losing metadata. A metadata backup and recovery solution will keep everything protected to be ready for possible disaster situations. 

Credit: Lukas/Pexels

Metadata backup for Salesforce with GRAX

GRAX offers a smooth and easy-to-use interface to back up your Salesforce Org’s metadata. Sometimes the Salesforce Metadata Backup process is considered secondary, but just like data, metadata is also an important part of your CRM dataset. With GRAX, you can backup files, data, metadata, custom objects, relationships, and attachments while owning, controlling, and accessing your Salesforce backup data directly via your cloud storage of choice (AWS, Azure, GCP, on-prem, and others) whenever you want. 

GRAX Backup and Restore makes it easy by putting your backups on autopilot by protecting Salesforce data automatically at an hourly interval (1-hour Recovery Point Objective – RPO).  Moreover, the restoration process will be fast and efficient to meet your company’s Recovery Time Objective (RTO) standards. 

See how GRAX can help make Salesforce metadata backup easier

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