DevOps Diaries

065 — Aga Peryie: The truth about Salesforce backup, recovery & archiving!

Jack McCurdy

"Data loss" is a phrase that strikes fear into the heart of every Salesforce professional. But what if you could face a data incident with calm and confidence?

Jack speaks with Aga Peryie, Senior Product Manager at Gearset, about building a solid data management strategy. They discuss the vital role of understanding customer needs, the challenges of data backup, and why so many teams are vulnerable to simple user errors.

This conversation is a masterclass in shifting from anxiety to control.

Tune in to learn:
- Why most teams are unprepared for the most common cause of data loss: user error.
- The key to reducing anxiety: regularly testing your recovery process before you need it.
- Practical strategies for archiving data to manage Salesforce storage limits effectively.
- How to build a backup solution truly tailored to the complexities of Salesforce.
- Why a "set it and forget it" backup plan is a recipe for disaster.

About DevOps Diaries: 
Salesforce DevOps Advocate Jack McCurdy chats to members of the Salesforce community about their experience in the Salesforce ecosystem. Expect to hear and learn from inspirational stories of personal growth and business success, whilst discovering all the trials, tribulations, and joy that comes with delivering Salesforce for companies of all shapes and sizes. New episodes bi-weekly on YouTube as well as on your preferred podcast platform.

Podcast produced and sponsored by Gearset. Learn more about Gearset: https://grst.co/4iCnas2

Subscribe to Gearset's YouTube channel: https://grst.co/4cTAAxm
LinkedIn: https://www.linkedin.com/company/gearset
X/Twitter: https://x.com/GearsetHQ
Facebook: https://www.facebook.com/gearsethq

About Gearset: 
Gearset is the leading Salesforce DevOps platform, with powerful solutions for metadata and CPQ deployments, CI/CD, automated testing, sandbox seeding and backups. It helps Salesforce teams apply DevOps best practices to their development and release process, so they can rapidly and securely deliver higher-quality projects. Get full access to all of Gearset's features for free with a 30-day trial: https://grst.co/4iKysKW

Chapters:
00:00 Introduction to Product Management at Gearset
02:52 The Importance of Customer-Centric Product Management
05:15 Understanding Customer Needs and Asking 'Why'
08:00 Data Backup Solutions: Common Practices and Misconceptions
10:54 Assessing the Importance of Data and Trust
13:35 Identifying Data Loss and Recovery Strategies
16:16 Best Practices for Data Restoration
19:09 Archiving Strategies for Salesforce Data
21:47 The Role of Data in AI and Customer Experience
24:39 The Benefits of Backup and Archiving Solutions
27:28 Creating a Culture of Data Awareness
29:58 Final Thoughts on Data Backup and Recovery