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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Creating a complete CRM backup before mass deletion is critical for data recovery and compliance, but Salesforce’s native backup tools are limited and don’t provide easily accessible Excel formats for quick restoration.
Here’s how to create a comprehensive backup of your entire Salesforce database in Excel format for immediate accessibility and selective data restoration.
Create a comprehensive database backup using Coefficient
Coefficient provides a systematic data extraction solution that captures all your Salesforce data in Excel format. You can backup all standard objects, custom objects, and maintain relationships between objects for complete data preservation.
How to make it work
Step 1. Create separate imports for all major object types.
Connect Coefficient to Salesforce and set up individual imports for Leads, Contacts, Accounts, Opportunities, Cases, Tasks, Events, and Users. Use the “From Objects & Fields” method to ensure you capture all available fields for each object type.
Step 2. Include all custom objects specific to your organization.
Identify and export all custom objects your organization has created. These appear in the Objects & Fields selection alongside standard objects. Include all custom fields and any unique data structures your team has built.
Step 3. Capture related data through lookup fields.
When setting up each object import, include related object information through lookup fields. For example, when exporting leads, include Account.Name and Contact.Email to maintain relationships that would be lost in separate exports.
Step 4. Verify backup completeness before proceeding with deletion.
Compare record counts between Salesforce and your backup exports to ensure nothing was missed. Validate critical field data for key records and test your ability to identify specific records in your backup files.
Step 5. Set up historical preservation with snapshots and append features.
Use Coefficient’s Snapshots feature to create timestamped backups and the Append New Data feature to maintain historical versions. This creates multiple recovery points in case you need to restore data from different time periods.
Ensure quick recovery with accessible Excel backups
The advantage over Salesforce’s native backup is immediate Excel accessibility for data verification and selective restoration. If deletion errors occur, you can quickly identify and restore specific records. Start creating your comprehensive backup today.
