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Frequently Asked Questions
Consulting
Backup and Recovery
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General
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We support a wide range of export formats to fit your business and analytics needs. Data can be delivered as flat files (CSV, TSV, or custom-delimited), relational database tables, cloud object storage (S3, Azure Blob, Google Cloud Storage), or directly into data warehouse destinations like Snowflake, BigQuery, or Amazon Redshift. Custom formatting and schema mapping are also available.
Yes. We ensure that your exported data is compatible with leading reporting and analytics platforms. Data can be structured and formatted to import seamlessly into tools such as Tableau, Power BI, Snowflake, or Looker. Flat files can be customized with your preferred delimiters, headers, and encoding for smooth integration with your existing workflows.
Our migration process is designed for speed, transparency, and control:
Connect & Configure: Use our intuitive interface to connect your endpoints, define mappings, and set export parameters.
Extract & Structure: We securely extract your data—preserving metadata, relationships, and history—and organize it into your chosen format or destination.
Automate or Export: Run a one-time migration or schedule recurring syncs. Every export is secure, auditable, and fully configurable for your ongoing data needs.
Check out our videos


Can You Rely on Salesforce to Backup and Recover Your Data?
What is Salesforce Backup and Restore? Salesforce Backup and Restore, earlier known as Data Recovery Service, is a paid service to help customers recover their lost data and can be useful for customers who don’t have an alternative backup strategy. This service enables customers to create backup copies of Salesforce data natively, set retention policies for those copies, etc.
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How to Strengthen Your Salesforce Zero Copy Strategy with Backup & Recovery
Discover why Salesforce Zero Copy still needs backup and how Sesame Software protects your Salesforce data with automated backup and recovery tools.
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Demystifying Metadata: A Must-Have for Salesforce Backup Solutions
Learn why Salesforce metadata matters and how the best Salesforce backup solutions protect both data and metadata for safer deployments and faster recovery.
Feb 234 min read


Salesforce Backup and Recovery Solutions Guide
Backing up your Salesforce data isn’t just a precaution—it’s a core part of any resilient data strategy. Whether you're preparing for accidental deletions, data corruption, or compliance audits, having a reliable backup solution can save you time, money, and stress. Sesame Software offers a powerful platform that simplifies Salesforce backup and recovery.
Feb 233 min read


Salesforce Einstein Activity Capture: The Move to Native Records and Its Impact on Data Storage
For years, Einstein Activity Capture (EAC) emails were 'ghost records'—visible on your timeline but invisible to your reports and storage limits. That just changed. With Salesforce moving emails to native records, your reporting gets a massive upgrade, but your data storage is about to take a hit. Here’s how to unlock the insights without the storage overage fees.
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Salesforce Backup Solutions Comparison: Native Tools vs Enterprise Platforms
A modern Salesforce backup solution ensures you can restore your data, meet compliance requirements, and keep your business running — no matter what happens inside your Salesforce org.
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Best Salesforce Backup Solutions: How to Recover Deleted Records in Salesforce
Accidentally deleting records in Salesforce can happen to anyone, but the good news is that Salesforce provides a built-in mechanism to recover these records within a specific timeframe. Whether it's a crucial account entry, an important contact detail, or a vital opportunity record, Salesforce's Recycle Bin feature can often save the day.
Feb 64 min read


How to Connect Salesforce to Snowflake in 2026
Salesforce holds your business relationship data. Snowflake is where that data becomes useful for analytics, reporting, and AI. Getting it there without custom code, without burning through Salesforce API limits, and without routing sensitive CRM data through a vendor's shared infrastructure is the integration challenge enterprise IT teams are solving in 2026. This guide covers the architecture decisions, replication patterns, and selection criteria that make the difference i
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Salesforce Metadata Backup for Change Management
Salesforce data backup gets the attention. Salesforce metadata backup gets the incidents. When a deployment goes wrong, a workflow fires incorrectly, or an admin deletes a configuration that took months to build, the recovery path is not in your data — it is in your org configuration. This guide explains how enterprise IT teams back up Salesforce metadata for compliant change management and what native tools cannot do when you actually need them.
Feb 413 min read


Does Salesforce Back Up Your Data Automatically in 2026
Salesforce protects its platform. It does not protect your data. Under the shared responsibility model that governs every major SaaS platform, accidental deletions, bad data imports, corrupted records, and user error are your organization's problem to solve — not Salesforce's. This guide explains exactly where native Salesforce coverage ends, what the recycle bin and Field History Tracking actually give you, and what enterprise backup planning needs to cover.
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Backup Scheduler for Salesforce Data Recovery Automation
Salesforce gives you a 15-day recycle bin and a weekly CSV export. For mid-sized enterprise IT teams managing live customer data, compliance obligations, and the daily reality of user error, that is not a recovery strategy. Sesame Software's Backup Scheduler automates continuous Salesforce backup and point-in-time restore at the record, field, and value level — so your team can recover anything, in minutes, without touching the rest of the org.
Jan 318 min read


Salesforce Audit Trails for Compliance in 2026
Sesame Software gives mid-market IT teams the infrastructure to capture, store, and control audit data on your own terms. Your data stays in your environment, with full visibility into every change.
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How to Restore Salesforce Records Without Native Backups
Salesforce holds your customer relationships, revenue data, and operational records—but a single deletion, corruption event, or sync error can wipe out months of work in seconds. Sesame Software helps mid-sized enterprise IT teams build granular restore workflows that go far beyond what native Salesforce backup tools can offer. This guide walks you through exactly how to restore Salesforce records at the field, object, and metadata level when standard platform options fall sh
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HIPAA and GDPR Salesforce Backup in 2026
Salesforce doesn't back up your data. That single fact creates a compliance risk most enterprise IT teams don't fully appreciate until an incident happens. Regulations like HIPAA and GDPR require you to demonstrate data integrity, retention, and recoverability on demand — capabilities Salesforce's native platform doesn't deliver out of the box.
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Sync Salesforce to a Data Warehouse in 2026
This guide walks you through how to sync Salesforce data to a data warehouse efficiently, focusing on batch design, change data capture (CDC), and controlled sync architecture. You'll learn how to reduce API pressure, maintain data freshness, and keep your replication infrastructure under your control.
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How to Recover Deleted Salesforce Records in 2026
Deleted Salesforce records don't always stay gone — but getting them back isn't always straightforward. Whether a critical account vanished due to human error, a workflow misfired, or a bulk operation wiped out months of activity, you need a clear recovery path that preserves your data relationships.
Jan 119 min read


Granular Salesforce Restores With Automated Recovery
This guide walks you through how to design granular Salesforce restore workflows, establish automated disaster recovery processes, and integrate data archiving into a recovery strategy that minimizes complexity for your IT team.
Jan 613 min read


Build a Salesforce and NetSuite Data View in 2026
For mid-market enterprise IT teams, this fragmentation creates more than operational headaches. It blocks your ability to deliver the unified business intelligence that drives revenue forecasting, customer retention, and operational planning. Sesame Software helps you unify Salesforce and NetSuite data into a trusted data view that gives you full visibility across both platforms.
Jan 413 min read


What Salesforce Backs Up Automatically in 2026
Salesforce doesn't back up your data the way most IT teams expect. Yes, the platform includes disaster recovery infrastructure to protect against system-wide failures. But when an admin accidentally deletes critical records, a bad import overwrites thousands of contacts, or a misconfigured automation corrupts your pipeline data — Salesforce's native protection offers limited help.
Jan 110 min read


Sesame Software Offers Stability Amid Rising Backup and Recovery Costs
As data protection costs continue to rise across the enterprise software landscape, Sesame Software stands apart with a commitment to stable, predictable pricing for its Salesforce Backup and Recovery solution.
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