5-Minute Backup & Archive Health Verification

Summary

Ensuring your existing Salesforce backups are running, complete, and recoverable only takes five minutes. Follow our quick checklist to confirm you have a healthy backup.

Best Practice

Run this checklist:

• Monthly
• After major Salesforce releases
• After schema or permission changes
• Before audits or compliance reviews

5-Minute Checklist

1

Confirm the Last Successful Backup (1 minute)

• Open Flosum Backup & Archive → Backup Jobs / Status
• Verify that the most recent backup completed successfully
• Confirm the timestamp aligns with your expected schedule

Red flags to watch for:

• “Completed with warnings.”
• Gaps in expected backup frequency
• No recent successful run

2

Check for Exceptions or Skipped Records (1 minute)

• Review exceptions, warnings, or partial failures
• Validate no objects or records were skipped due to:

  • API limits
  • Permissions
  • Storage thresholds
  • Network / IP restrictions

Why it matters:

Silent skips are the #1 reason restores fail during incidents.

3

Validate Backup Coverage (1 minute)

• Confirm all business-critical objects are included:

  • Core objects (Account, Contact, Case, Opportunity)
  • Custom objects
  • Managed package objects
  • Child relationships
• Spot-check any recently added objects or fields

Compliance note:

Coverage drift is common after schema changes.

4

Verify Restore Readiness (1 minute)

• Use a Full or Partial Copy Sandbox to create a Restore Preparation Job
• Ensure restore targets (org, scope) are clearly defined
• Run a Restore Job on your data in the sandbox

Ask yourself:

If we had to restore data today, do we know who would do it and how?

5

Confirm Retention & Audit Alignment (1 minute)

• Verify retention periods meet business and regulatory requirements
• Confirm backups are searchable and reportable
• Ensure restore actions are logged and auditable

For Compliance & Security:

Evidence matters more than configuration.

What “Healthy” Looks Like

If all five checks pass, you can be confident that:

• Backups are running
• Coverage is complete
• Exceptions are visible
• Restores are possible
• Compliance posture is defensible

That’s resilience, not just automation.

Why This Matters

Salesforce data protection isn’t a one-time setup. It’s an operating discipline.

Flosum Backup & Archive is designed to make backup health:

• Visible (not assumed)
• Auditable (not anecdotal)
• Recoverable (not theoretical)