GRAX Blog

Salesforce Field Audit Trail extends Field History Tracking by archiving changes to selected fields for long-term retention. It primarily serves as an audit mechanism that records details such as who changed a field and when the change occurred. However, despite its long-term retention capabilities, Salesforce Field Audit Trail is not a complete backup, recovery, or … Continued

To export data from Salesforce, you can either use Data Export Service, Data Loader, reports, REST API, Bulk API 2.0, or third-party platforms to extract records and transfer them to external files or systems. The right approach to use in each case depends on your data volume, how often you export, and whether the process … Continued

To protect Electronic Health Record (EHR) data integrated with Salesforce Health Cloud, you have to identify patient records stored in Salesforce, back them up to storage from which the data can be recovered, protect the backup copies with appropriate security controls, and regularly test recovery procedures to ensure that you can restore the information when … Continued

Salesforce backup preserves business records, files, relationships, and metadata from unintentional deletions, overwrites, and config errors. To ensure reliable Salesforce recovery, maintain recoverable backup versions, restore records in the order of dependency, map record IDs when necessary, and verify the results. Establish a backup frequency based on acceptable data loss and test recovery capabilities frequently. … Continued