4 Reasons to Backup Salesforce to Box
Salesforce is a flexible, powerful, web-based CRM that many companies use to manage and achieve sales forecasting and customer service. While highly effective for managing contacts, generating reports, and maintaining a customer base, performing regular backups of this critical information is a little lacklustre.
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Enter cloudHQ.
cloudHQ is a service you can use to create a real-time backup to an alternative platform such as Box. By using cloudHQ to backup Salesforce data to another cloud application, you are able to avoid complications such as:
*You can also set up archive folders so that you can see previous activity from earlier in the day and compare it to later in the day.
cloudHQ is a service you can use to create a real-time backup to an alternative platform such as Box. By using cloudHQ to backup Salesforce data to another cloud application, you are able to avoid complications such as:
- Access Issues or Service Interruptions.
With Box’s Salesforce integration, you’re stuck if Box goes down because the documents in Salesforce are hyperlinked out to Box. This leaves you vulnerable. With cloudHQ, you have the exact same information in both cloud platforms, so you can use either one if one of them goes down. - Lost Data Due to Accidental Deletion or Malicious Attacks.
Over 86% of deletions are accidental; the rest are intentional. If you do a Salesforce backup once a week (I.e. on Friday), and someone deletes files midweek (I.e. Wednesday), you will lose half a week of work! With cloudHQ, just restore it to the previous second, and nothing is lost. It is the ultimate failover solution. - File sharing.
Do you wish that you could easily share Salesforce reports and other Salesforce documents easily? Sync it to Box, and share your link with whomever you see fit. No extra Salesforce licenses are needed, and SVPs usually like this option because they can view reports in Excel. - Conflicting File Versions.
Because of how cloudHQ syncs your files, you’ll always have the most current Salesforce information in Box, so there are no conflicting file versions.
*You can also set up archive folders so that you can see previous activity from earlier in the day and compare it to later in the day.