Backup and Recovery

How to Centralize Backup Operations for Salesforce Centers of Excellence with Own Recover

Christie Clements
Product Content Marketer Specialist, Own Company
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Using Salesforce, a Center of Excellence is critical to unify efforts across your organization. And, just as the name suggests, a Center of Excellence isn’t built to support sub-par or ok outcomes; it’s striving for the best– a standard that should extend to backups and recovery services, too. In this article, we’ll explore the importance of Centers of Excellence and how Own centralizes backup and recovery services for this important division. 

A Center of Excellence overview 

A Center of Excellence (CoE) is a group of specialized, cross-functional individuals that progress and support how work gets done. A Salesforce CoE will typically include security, admins, developers, applications, data, and more, who manage and execute all processes and decisions related to the platform. With its unique blend of people, knowledge, resources, and tools, CoEs provide a birds-eye view of what’s going on within the entire organization. For enterprise-level companies with complicated CRM environments or global organizations, it’s best practice to have a CoE or work toward building one. 

CoE as a best practice 

As your company grows, so does your dependence on your Salesforce orgs (or other preferred CRM SaaS). And, with different types of orgs, applications, and regional instances, it can be hard to keep track of what is going on where. As a result, many organizations have adopted CoEs as a best practice. With a CoE, you can create standardized processes that ensure consistency for the entire organization. This way, different teams will have clear-cut directions instead of creating their own system processes to achieve the same objectives. A CoE also operates as a unified place for user feedback and informed communication, which can shine a light on workload redundancies and inefficiencies. It can also help boost and maintain user adoption, which is the mainstay of any successful program. 

Fewer clicks, more insight 

If you’re an organization that has a complicated CRM environment or multiple orgs, you’ll want to simplify the number of actions it takes to perform certain tasks, like protecting your data. But that can feel easier said than done, especially if you don’t have the right solution. 

For example, if you're a global company with a presence in multiple continents, you’re apt to have multiple Salesforce orgs with separate orgs for different geographical divisions (NSA, EMEA, etc). As a  result, you can have 30+ backup services between all of the orgs, from sandboxes to production environments to testing environments. That’s a lot of backups and potential 3rd-party vendor applications (assuming each geo division has its own backup vendor) to keep track of–not to mention clicks to find the backup and what you’re looking for. The easier it is to see and manage all the backups, the faster you can address any problems they may have and ensure data across all orgs is protected.

That’s where centralizing access to all backup and recovery services comes in handy. Own Recover’s optimized Services Screen helps CoEs facilitate work across multiple platforms into one unified area. We’ll unpack how below: 

All of your backups in one place

Recover’s Services Screen provides a central view of all backups, orgs, and any active backup and recovery services across different SaaS applications. Accessible with a single login, this approach takes the guesswork out of understanding the operational and protection efforts across different teams, which is paramount for a CoE. With a ‘one’ centralized backup solution at their fingertips, CoEs can experience the same level of organization they provide for the rest of the company on how they approach protecting their SaaS data with backups.

Easy-to-navigate interface 

Set in a table view with a sortable column, the Services Screen enables users to easily locate a specific backup service. Column headers include Provider, Status, Service Name (and org Id), Service Type (Data/Metadata), Org Type (Production/Sandbox), Business Unit and a Last Backup Timestamp. With this level of detail, CoE’s can have a comprehensive understanding of what is connected, which helps inform decisions that will ultimately impact the entire org. And, the optimized service table makes it easy to identify which services need attention right away. This is done through a quick look at the services ‘status icon.’ 

Know the status of your backups 

A CoE is responsible for being in the know with the organization’s SaaS data. Shouldn’t they have the same awareness when it comes to their backup status? In the Services Screen, they can. The Services Screen shows all backup statuses, and can be sorted by status in the same single pane view with no additional clicks. This level of transparency is critical for a CoE, allowing for a comprehensive view of their protection level in real-time. 

Take action with ease

Seeing your backups, orgs, and active services in one place is a significant organizational benefit for a CoE. But, being able to make changes in the same place for all your backups across different SaaS applications closes the gap between awareness and action. In the Services Screen, you can address backup issues and warnings right when you find out about them, without the manual legwork. For CoEs, the peace of mind that comes with knowing you can recognize and remediate an issue before it escalates (or goes unnoticed at all) is priceless. 

Get started with Own Recover 

Want to see Recover for yourself? Request a demo today, or click below to start your free trial.

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