XCavate: Creating a Searchable Backup of Salesforce Records

Overview

Salesforce admins and developers are all too familiar with the limitations of traditional Salesforce backups. When Salesforce records are deleted, they stay in the recycle bin for 15 days. After that time period elapses, they are gone permanently.

There are so many scenarios where data can be accidentally deleted or compromised: an HR professional accidentally deletes an employee’s record, the integration of a new accounting app overwrites critical data about last year’s earnings, or someone in the IT department delpoys untested code and it breaks something in the org.

Our team at CloudWave developed a solution called XCavate so that one of our long-term Salesforce clients could always recover lost records and easily search for the specific information they needed. Then, we made this technology available to other Salesforce users in AppExchange.

Project

First and foremost, we wanted to solve the problem of losing access to crucial Salesforce data after the 15-day window in the recycle bin elapses.

Our team built a system that backs up records as frequently as necessary and stores them for as long as you need them. Users can customize backups in XCavate to only include specific objects and categories so that the storage is allocated to the most important and relevant records. You can choose a specific time to back up your data daily or run an immediate backup on demand. You can also determine how many days each backup will be stored and adjust according to your business needs and cloud storage availability.

XCavate can also back up event log files: the records for actions people took within Salesforce, interacting with objects and features. Since this data is normally only accessible to Salesforce users on an external website for a very limited time, this addition was crucial for improving data security for our client. Within XCavate, you can easily discern which users clicked on objects, shared files, edited text fields, posted or deleted messages in chatter, and more. XCavate can make your logs accessible and auditable at a moment’s notice.

XCavate uses the client’s own elastic backend storage so that each client can manage their data needs accordingly. Using this framework, our team included advanced elastic search capabilities that help users narrow down results and recover the exact records they need more quickly. We call this “digging your data.”

Results

XCavate is available now in the Salesforce AppExchange.

Key Features Include:

About CloudWave

CloudWave Inc. is an information technology consulting firm based in Virginia that provides end to end services from architecture to development in niche cutting-edge cloud technologies. CloudWave specializes in application development, integration, and cloud offerings - SaaS, PaaS, IaS, machine learning/artificial intelligence, analytics/business intelligence, microservices, and enterprise document management. Since 2012, the company has developed classified/unclassified, innovative, cost-saving, low-risk solutions to federal and commercial customers both within the United States and globally. Our team members have more than 30 years of exceptional systems and architectures experience managing complex and compliant projects.

With CloudWave on your side, you can feel peace of mind knowing that you are working with an official Salesforce Consulting Partner. Our team has the expertise and experience to determine your organization’s vision, and then design a powerful solution to meet those needs.

For more information, get in touch with us here.