SALESFORCE RESTORE AUDIT
When an incident strikes, every dependency matters.
We work with you to prepare for restoring your Salesforce data, from audit to testing.
What matters: getting your business back up and running.
The details of your Salesforce org shape the restoration process. We examine them with you to turn identified obstacles into concrete actions.
01 / RESTORE READINESS AUDIT
Permissions, automation, relationships, rejected values… Over forty technical checks to identify obstacles to restoring your Salesforce data.
We review the findings with your teams to define the actions needed and prioritize fixes.
02 / TAILORED RESTORE PROCEDURE
A restore procedure tailored to your backup solution, with the manual actions specific to your org and the findings agreed for action.
Your teams have a sequence to follow as they prepare, carry out and track the operations.
03 / RESTORE TEST · OPTIONAL
An agreed scenario, carried out with your teams in a test environment. The observed outcome is compared with the expected outcome.
You receive a report documenting the outcome, any discrepancies and the scenario’s limitations.
DELIVERABLES YOU CAN ACT ON
The risks identified in your Salesforce org.
The actions to take, in order of priority.
The procedure to follow to restore your data.
AUDIT & PREPARATION
The blockers identified, the actions needed and their priority.
The steps to follow in your backup solution and the manual operations to plan for.
The scenario carried out, the outcomes and any discrepancies observed. Testing is optional.
WITH YOUR TEAMS, EVERY STEP OF THE WAY
Your Salesforce org, critical objects and backup solution: the engagement starts with your context.
Findings are reviewed against your business practices. Exclusions and coverage limitations are made explicit.
Access arrangements and the handover of deliverables are agreed with you. The restore scenario is carried out in a test environment.
COMPLIANCE & OPERATIONAL RESILIENCE
For financial entities in scope, our work supports the restoration aspect of your DORA compliance efforts, within the agreed Salesforce scope.
Document the restore procedure and the actions tailored to your Salesforce org.
Support your periodic exercises with an agreed scenario, carried out with your teams and documented.
Optional restore test.Plan consistency checks, compare expected and observed outcomes, then document any discrepancies.
AN INITIAL CONVERSATION TO DEFINE THE SCOPE.
Your backup. Your constraints. Your priorities.
Let’s discuss an engagement tailored to your needs.
