Salesforce Metadata Backup lets you keep track of any change in your Salesforce instance, see real-time history, and revert in just a few clicks. Blue Canvas backs up your Salesforce Metadata on a minute-by-minute basis, giving you an all-encompassing view of dev & admin's activities.
To start backing up your Salesforce Metadata all you need is a Blue Canvas account. No need for any dedicated Git setup, no need to modify your deployment pipeline. You current setup remains! Next steps:
Salesforce metadata encompasses the configurations, custom objects, page layouts, workflows, Apex code, and other structural elements that define how Salesforce functions for an organization. Just as you would backup your organization's data to protect it from accidental deletions or modifications, metadata backup is equally crucial. It ensures that you have a historical record of your Salesforce setup, so if undesired changes or errors occur, you can restore to a prior state. With a diverse group of stakeholders like developers, admins, product managers, and business analysts often making changes, backing up metadata provides an extra layer of security and assurance against potential disruptions.
Frequent snapshots of metadata provide several key benefits:
Blue Canvas simplifies and automates metadata backups through source control. Whenever there's a change in metadata on your Salesforce Orgs, Blue Canvas automatically backs it up at regular intervals using Git. This includes changes made both by developers and non-developers. For instance, if an admin makes a declarative change through the Salesforce UI, Blue Canvas picks it up and commits it to your Git history. This provides a comprehensive backup solution that integrates changes made throughout the organization.
Git maintains a detailed commit history of all changes made, allowing you to revert to any specific state of your application. With Blue Canvas, the process is streamlined. The platform takes automatic Git commits for all changes, be it Apex code or declarative metadata like Workflow Rules and Custom Fields. You can use the Blue Canvas interface to selectively return to a previous state based on this commit history. Blue Canvas offers the flexibility to rollback an entire org to a previous snapshot, restore an org from a different sandbox, or perform partial rollbacks on specific components.
Salesforce, being mission-critical for many organizations, can cause significant disruptions and losses if there's downtime or if unintended changes impact its functionality. A rollback mechanism:
Having a robust rollback and backup strategy, like what Blue Canvas offers with its Git foundation, can be a game-changer in ensuring business continuity and fostering innovation in the Salesforce environment.