Salesforce

The Quote-to-Cash Deployment That Almost Lost My Company Its Data

Atida Bakst
|
Digital Marketing Specialist
November 15, 2018

The “Reimagining a Data Disaster with OwnBackup” series tells anonymized stories of real life OwnBackup customers.

Has there ever been a time in your life where you wish you could press the “refresh button” and go back to the way things were? This is the anonymous story of a Salesforce Admin who experienced a serious, consequential data loss and thought he was completely out of options.

I am a Salesforce Admin for a global healthcare company. I am one of many who constantly monitors critical data of the over three million trial subjects on our Salesforce platform. My company recently decided to implement a large-scale Quote-to-Cash (QTC) migration to help simplify payment processes for our user-base.

Given the magnitude of the migration from a legacy system to Salesforce, the migration proved to be more complex than anticipated. A few hours after kicking off the Salesforce users began complaining that certain clinical trial subject data was missing. Jump into Salesforce to investigate, I noticed significant amounts of pre-existing code now missing.

My mind raced. I had just participated in a massive, irreversible data corruption. I attempted to manually compare the data from a previous export to identify changes, but due to the lengthy processing time and the enormity of the initial migration, there was no way I could compare, connect, and manually restore all the changes that had been made. Restoring the data and relationships would be impossible.

Now, what if I told you that there is a “refresh-button” to restore lost or corrupted Salesforce data?

Let's replay the above scenario and I’ll show you what I mean...

I am a Salesforce Admin for a global healthcare company. I am one of many who constantly monitors critical data of over 3 million trial subjects. My company recently decided to implement a large-scale Quote-to-Cash (QTC) migration to help simplify payment processes for our user-base.

Prior to the Quote-to-Cash deployment, I wanted to ensure every data component was successfully relocated to Production during the large-scale migration. To protect our data, my boss and I purchased OwnBackup, a prominent backup and recovery vendor on the Salesforce Appexchange.

The migration from a legacy system to Salesforce proved to be more complex than anticipated. A few hours after kicking off the migration, Salesforce users began complaining that certain clinical trial subject data was missing. Investigating in Salesforce, I noticed significant amounts of pre-existing code now missing. A massive, seemingly irreversible data corruption has just occurred, and I had initiated it.

Luckily, we had OwnBackup. We could innovate on the Salesforce platform without worrying about the ramifications of data loss. With OwnBackup, we were able to identify and recover all of the missing data and complete our QTC deployment on time.

Additionally, OwnBackup has helped us expand beyond our QTC deployment project by providing us with a rapid recovery solution for user-inflicted data loss and metadata disasters, with the added ability to quickly align our dev and test environments.

Stories like the above, are solid proof that what OwnBackup does is not only efficient and effective, but it also changes the way people backup their data. With OwnBackup, companies can transform, migrate, and integrate their data on the Salesforce platform with data protection peace of mind that any accidental data loss or corruption can be reversed.

 

If you missed the previous “Reimagining Data Disaster Scenario” posts check them out on our blog:

Reimagining a Data Disaster with OwnBackup: I Almost Lost My Salesforce Admin Job Today

Reimagining a Disaster with OwnBackup Part 2: I Almost Violated GDPR within my Salesforce Backups

Reimagining a Data Disaster Scenario with OwnBackup: I Almost Made 20,000 New Leads Disappear from Salesforce

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