6 Best Salesforce Backup and Recovery Tools for IT Teams in 2026
- Jan 8
- 10 min read
Salesforce holds your customer records, revenue data, and operational workflows — but it doesn't protect them the way you might expect. Most organizations discover this gap only after an accidental deletion, a failed integration, or a compliance audit that demands historical data retention. Sesame Software gives mid-sized enterprise IT teams the automated Salesforce backup and recovery infrastructure they need to close that gap and take back control of their data.
This guide ranks the top Salesforce backup tools for 2026, evaluating each against the criteria that matter most to IT directors, data architects, and database administrators: automation reliability, compliance readiness, scalability, and restore confidence.

Quick guide: 6 best Salesforce backup tools for IT teams
Sesame Software: The best Salesforce backup solution for enterprise IT teams requiring automated recovery, compliance support, and high-volume data protection
OwnBackup: A data protection platform with sandbox seeding and archiving capabilities
Odaseva: An enterprise-focused platform with GDPR and data residency features
Spanning: A cloud-to-cloud backup option with daily automated snapshots
Grax: A data archiving tool that stores Salesforce records in your own cloud storage
Rubrik: A broader data management platform that includes Salesforce protection
How we chose the best Salesforce backup tools for IT teams
Finding the right Salesforce backup tool means looking beyond marketing claims and examining how each platform performs under real enterprise conditions. We evaluated these tools based on the operational requirements mid-sized IT teams face daily — from automated scheduling to compliance documentation.
Automated backup frequency: How often can you capture data without manual intervention? More frequent backups mean less data loss during recovery.
Point-in-time recovery: Can you restore records to a specific moment, or only to the most recent backup? Granular recovery options reduce the risk of overwriting good data.
Compliance framework support: Does the tool help you meet GDPR, HIPAA, CCPA, or SOX requirements with audit trails and data retention policies?
Scalability for large data volumes: Will performance degrade as your Salesforce org grows to millions of records? Enterprise tools need to handle scale without slowdowns.
Data ownership and storage control: Where does your backup data live? Keeping data in your own environment simplifies compliance and reduces vendor dependency.
Metadata and schema protection: Does the tool back up your custom objects, workflows, and configuration alongside your records? Losing metadata can be more disruptive than losing data.
Restore reliability: How consistently does the recovery process work, and how long does it take to get your data back into production?
6 best Salesforce backup tools for IT teams in 2026
1. Sesame Software: Best overall Salesforce backup tool for enterprise IT teams
Sesame Software's Backup Scheduler delivers automated Salesforce backup and recovery built specifically for mid-sized enterprise environments. With 30+ years of enterprise data infrastructure experience and 15 proprietary patents powering the replication engine, Sesame Software gives IT teams the confidence to recover from any data loss scenario — whether it's an accidental deletion, a corrupted integration, or a ransomware event.
The platform replicates your Salesforce data as frequently as every 5 minutes, capturing records, attachments, and metadata in near real-time. This frequency matters when you're calculating recovery point objectives: the difference between losing 5 minutes of data and losing 24 hours can be measured in revenue, compliance penalties, and operational disruption.
What sets Sesame Software apart is the customer-hosted architecture. Your backup data stays in your storage environment — your AWS bucket, your Azure blob, your on-premises data warehouse. Sesame Software never stores customer data on its servers. This architecture simplifies compliance audits, reduces vendor lock-in, and keeps you in full control of your data protection strategy.
Sesame Software features
Near real-time replication: Capture Salesforce data changes as frequently as every 5 minutes, reducing your recovery point objective and minimizing data loss during incidents.
Customer-hosted storage: Keep your backup data in your own cloud or on-premises environment, maintaining full ownership and simplifying compliance documentation.
Full metadata protection: Back up custom objects, workflows, validation rules, and configuration alongside your records so you can restore your entire Salesforce environment — not just the data.
Compliance framework support: Built-in audit trails and retention policies help you meet GDPR, HIPAA, CCPA, and SOX requirements with documented evidence for auditors.
No-code configuration: Set up backup schedules, retention policies, and recovery workflows without writing scripts or managing infrastructure. No coding required.
Scalable architecture: Handle hundreds of millions of records without performance degradation, powered by Sesame's patented hyper-threaded replication technology.
Sesame Software pros and cons
Pros:
Near real-time backup frequency (every 5 minutes) minimizes data loss exposure
Customer-hosted architecture keeps data in your environment and under your control
Enterprise-proven at scale with named customers including P&G and the U.S. Government
Cons:
Designed for enterprise requirements, so smaller organizations with minimal data volumes may find more than they need
Customer-hosted model requires you to manage your own storage infrastructure, though this is often preferred for compliance
Initial configuration takes time to align backup policies with your specific compliance frameworks
2. OwnBackup: A data protection platform with sandbox seeding capabilities
OwnBackup has built a presence in the Salesforce ecosystem with backup, recovery, and sandbox seeding features. The platform captures daily snapshots of your Salesforce data and stores them in OwnBackup's cloud infrastructure. IT teams can use these backups to seed sandbox environments for development and testing.
The restore process allows you to recover individual records or perform bulk restorations. OwnBackup also includes data archiving features for organizations looking to move older records out of production Salesforce while maintaining access for reporting.
OwnBackup features
Daily automated backups: Scheduled snapshots capture your Salesforce data once per day without manual intervention.
Sandbox seeding: Use backup data to populate development and testing environments with production-like records.
Data archiving: Move older records out of Salesforce production to reduce storage consumption while retaining access.
OwnBackup pros and cons
Pros:
Sandbox seeding feature helps development teams work with realistic data
Native Salesforce AppExchange installation for familiar deployment
Includes data archiving alongside backup capabilities
Cons:
Daily backup frequency means up to 24 hours of potential data loss in recovery scenarios
Backup data is stored in OwnBackup's infrastructure rather than your own environment
Recovery of large data volumes can require extended processing time
3. Odaseva: An enterprise-focused platform with data residency features
Odaseva targets large enterprise Salesforce deployments with a focus on data governance and regional compliance. The platform includes data residency controls that let organizations specify where backup data is stored geographically, which matters for GDPR compliance and data sovereignty requirements.
The platform also includes data masking capabilities for creating sanitized copies of production data. Organizations operating across multiple regions may find these governance features relevant to their compliance programs.
Odaseva features
Data residency controls: Specify geographic storage locations for backup data to meet regional compliance requirements.
Data masking: Create anonymized copies of production data for development and testing environments.
Multi-org management: Manage backup policies across multiple Salesforce organizations from a central console.
Odaseva pros and cons
Pros:
Data residency controls address geographic compliance requirements
Multi-org management consolidates administration for complex Salesforce environments
Data masking supports development workflows with sanitized data
Cons:
Primary focus on governance features means backup frequency options are not as granular as dedicated replication tools
Implementation complexity increases for organizations with less mature data governance programs
Multi-org features add administrative overhead for single-org environments
4. Spanning: A cloud-to-cloud backup option with daily snapshots
Spanning, now part of Kaseya, offers cloud-to-cloud backup for Salesforce alongside backup solutions for Microsoft 365 and Google Workspace. The platform captures daily backups and stores them in Spanning's cloud infrastructure with encryption in transit and at rest.
The restore interface allows administrators to search for specific records and recover them individually or in bulk. Spanning includes automated backup scheduling and retention policy configuration through its administrative console.
Spanning features
Daily automated backups: Scheduled snapshots run automatically once per day across your Salesforce org.
Cross-platform backup: Single vendor for Salesforce, Microsoft 365, and Google Workspace backup if you need multi-platform coverage.
Record-level restore: Search and recover individual records without restoring entire datasets.
Spanning pros and cons
Pros:
Cross-platform backup consolidates vendors if you also need Microsoft 365 or Google Workspace protection
Record-level search simplifies finding specific items during recovery
Retention policies allow customization of how long backups are stored
Cons:
Daily backup frequency leaves a 24-hour recovery point gap
Backup data is stored in Spanning's cloud rather than customer-controlled infrastructure
Metadata backup coverage is not as complete as dedicated Salesforce protection tools
5. Grax: A data archiving tool that stores records in your cloud storage
Grax positions itself as a data value platform that combines backup with long-term archiving and data lifecycle management. The platform stores Salesforce records in your own cloud storage (AWS, Azure, or Google Cloud), giving you direct access to your historical data outside of Salesforce.
This architecture appeals to organizations that want to run analytics on historical Salesforce data or maintain long-term archives for compliance without keeping all records in production Salesforce.
Grax features
Customer-owned cloud storage: Backup data is stored in your AWS, Azure, or Google Cloud account rather than vendor infrastructure.
History stream: Access historical versions of records for compliance reporting and trend analysis.
Data archiving: Move older records out of Salesforce while maintaining them in queryable cloud storage.
Grax pros and cons
Pros:
Data stored in your own cloud account gives you direct access and control
Historical record versioning supports compliance and audit requirements
Archiving features help manage Salesforce storage limits
Cons:
Primary focus on archiving and data lifecycle rather than rapid disaster recovery
Restore processes are designed for selective record recovery rather than full org restoration
Requires cloud storage infrastructure management on your side
6. Rubrik: A broader data management platform that includes Salesforce protection
Rubrik is a data management platform that spans on-premises, cloud, and SaaS workloads — Salesforce backup is one component of its broader offering. Organizations already using Rubrik for data center or cloud backup may find value in adding Salesforce to their existing Rubrik deployment.
The platform applies Rubrik's policy-based approach to Salesforce protection, with automated backups and retention policies managed through the same console as other workloads.
Rubrik features
Unified data management: Manage Salesforce backup alongside on-premises and cloud workloads in a single platform.
Policy-based protection: Apply consistent backup and retention policies across multiple data sources.
Ransomware detection: Anomaly detection features identify potential ransomware activity across protected data.
Rubrik pros and cons
Pros:
Unified console if you're already using Rubrik for other workloads
Policy-based approach applies consistent protection across data sources
Anomaly detection adds a layer of ransomware awareness
Cons:
Salesforce protection is part of a broader platform rather than a dedicated Salesforce tool
Organizations not already using Rubrik face a larger deployment scope
Salesforce-specific features are not as deep as purpose-built Salesforce backup tools
Comparison table: The best Salesforce backup tools for IT teams
Tool | Backup Frequency | Customer-Hosted Storage | Full Metadata Backup |
Sesame Software | Every 5 minutes | ✓ | ✓ |
OwnBackup | Daily | ✗ | ✓ |
Odaseva | Daily | ✗ | ✓ |
Spanning | Daily | ✗ | Partial |
Grax | Scheduled | ✓ | Partial |
Rubrik | Policy-based | ✗ | Partial |
What happens when Salesforce data is lost without a backup strategy?
Salesforce's native recycle bin retains deleted records for 15 days, but it has significant limitations. Bulk deletions, data loader errors, and integration failures can exceed recycle bin capacity. Once records are permanently deleted, Salesforce's data recovery service is the only option — and it's expensive, time-consuming, and not guaranteed to recover everything.
The real cost of data loss extends beyond the recovery effort. Sales teams lose pipeline visibility. Service teams lose case history. Finance teams lose audit trails. According to IBM's Cost of a Data Breach Report, the average cost of a data breach reached $4.88 million in 2024, with lost business accounting for a significant portion of that total.
A dedicated backup strategy eliminates the scramble. When you can restore to a point-in-time backup, you're measuring recovery in hours rather than weeks — and in complete data rather than partial recoveries.
How do compliance requirements affect Salesforce backup decisions?
Regulations like GDPR, HIPAA, CCPA, and SOX impose specific requirements on data retention, access controls, and audit documentation. Your Salesforce backup tool needs to support these requirements operationally, not just theoretically.
GDPR's "right to erasure" means you need to be able to locate and delete personal data across all backup copies — not just production Salesforce. HIPAA requires access controls and audit trails for any system storing protected health information. SOX mandates retention of financial records with documented chain of custody.
This is where data ownership matters. When backup data lives in your own infrastructure, you control access, retention, and deletion. You can produce audit evidence without depending on a vendor's compliance documentation. Sesame Software's customer-hosted architecture is built for this reality — your data stays in your hands, and compliance documentation stays under your control.
Why Sesame Software is the best Salesforce backup tool for IT teams
Salesforce backup isn't just about preventing data loss — it's about maintaining operational confidence. When an integration goes wrong, a user makes a mistake, or a compliance audit demands historical records, you need infrastructure that delivers reliable recovery without vendor dependency.
Sesame Software gives mid-sized enterprise IT teams that infrastructure. Near real-time replication (every 5 minutes) minimizes your recovery point objective. Customer-hosted storage keeps data in your environment and under your control. Built-in compliance controls support GDPR, HIPAA, CCPA, and SOX requirements with documented audit trails.
At Sesame Software, we've spent over 30 years helping enterprises protect, govern, and recover their most critical data. With 20+ pre-built connectors and 15 proprietary patents powering our replication engine, we've proven this approach at scale with customers including P&G and the U.S. Government.
If you're ready to take back control of your Salesforce data protection strategy, talk to a Sesame Software data expert today.
FAQs about Salesforce backup and recovery tools for IT teams
How often should you back up Salesforce data?
The right backup frequency depends on your recovery point objective — how much data loss your organization can tolerate. Daily backups mean up to 24 hours of potential loss. Sesame Software replicates Salesforce data as frequently as every 5 minutes, reducing that exposure to near real-time.
Does Salesforce back up your data automatically?
Salesforce does not include automatic backup and recovery as part of its standard offering. The recycle bin retains deleted records for 15 days, but it has capacity limits and doesn't protect against bulk deletions or integration errors. Third-party tools like Sesame Software fill this gap.
What is the difference between Salesforce backup and data export?
Salesforce's native data export creates periodic snapshots you can download, but it's manual, incomplete (limited metadata), and not designed for rapid recovery. A backup tool like Sesame Software automates the process, captures complete metadata, and delivers point-in-time recovery capabilities.
Can you recover deleted Salesforce records after they leave the recycle bin?
Once records are permanently deleted from Salesforce's recycle bin, your options are limited to Salesforce's paid data recovery service — which is expensive and not guaranteed. With Sesame Software, you can restore from your own backup archives without depending on Salesforce support.
What compliance requirements affect Salesforce backup?
GDPR, HIPAA, CCPA, and SOX all impose requirements on data retention, access controls, and audit documentation. Sesame Software's customer-hosted architecture simplifies compliance by keeping backup data in your infrastructure, where you control access and can produce audit evidence directly.
How long does it take to restore Salesforce data from a backup?
Restore time depends on data volume and the backup tool's architecture. Sesame Software's patented hyper-threaded technology handles large-scale restorations efficiently, and the customer-hosted model means data doesn't need to transit from vendor infrastructure to your environment.

If you're ready to take back control of your Salesforce data protection strategy, talk to a Sesame Software data expert today.
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