8 Top Salesforce Backup Apps You Should Explore

Salesforce Backup Apps – Read about 8 top apps you should definitely explore

Salesforce is a powerful tool that allows you to improve sales productivity and increase conversions, and with the AppExchange Marketplace you can extend Salesforce even further with a wide variety of 3rd party apps. Here are eight of our favorite Salesforce Backup Apps.

What this article is about:

#1 Conga Composer (Category – Sales)

This app was released by Conga in 2009 and allows you to create presentations, proposals, and other important sales documents.

It enables you to transform fields and objects data into plans, contracts, and documents. All this is done using Word, Excel, and PowerPoint. You can use this tool to create quotes and invoices through PDF forms and emails (HTML-based) as well. To generate and distribute reports, you can integrate this app with Salesforce workflow using existing rules.

Also, you can deliver completed reports through SpringCM and Google Drive, apart from Salesforce. You may even send them in e-signatures using Sertifi, DocuSign or EchoSign. Conga Composer boosts your productivity through functions such as triggering events and scheduling solutions.

#2 FunnelSource: Modern Forecasting and Pipeline Analytics (Category – Analytics)

FunnelSource is one of the top-rated analytics applications on the AppExchange. This app was built and released in 2009 to increase sales effectiveness, and offers effective pipeline analytics to track performance.

It leads to modern and straightforward forecasting, with improved accuracy. It can help you in maximizing data integrity. You will even get the entire team together in a self-policing work environment. In the true sense, FunnelSource serves as Salesforce automation software in real-time. It automates the process, thus driving more sales and revenue.

#3 ClickTools (Category – Customer Service)

In 2006, the first survey tool got integrated with Salesforce. This tool was ClickTools. Within the Salesforce AppExchange, ClickTools is one of the most effective survey applications. ClickTools can get customer feedback through web forms, customer survey, and call scripts. This tool will get responses from the customers. Then, it integrates the responses in the CRM by providing appropriate relevancy and context. It enables you to respond to customer feedback through a personalized communication with the customers. No wonder, ClickTools is one of the most popular customer service apps in AppExchange.

#4 Apsona (Category – IT & Administration)

Apsona is a great time saver for admin tasks by making it easy to create and handle dashboards, pivot tables, charts, etc. Out of its many features, support for cross-object searches and multi-object reporting stand out.

Apsona allows you to carry out data entry tasks at a rapid pace and enables you to carry out mass updation and deletion of objects. You can also use CSV to import, export, or update objects. It also supports grid editing, and offers a calendar view for all date fields.

Apsona also makes it possible to generate documents via Word, Excel, PDF, and email merge.

#5 Accounting Seed Financial Suite (Category – Finance)

This finance app was launched in 2011. It has evolved as the only native Salesforce Backup App that combines General Ledger, ERP, and Project Accounting and let you handle cash receipts, disbursement, billing, job costing, and project profitability on one platform.

It is a complete financial solution that helps you take control of inventory, sales order management, and manufacturing capabilities. Key features include:

  • Support for construction and government contracting
  • Core financial report layouts (user-defined)
  • Non-profit fund accounting
  • Material costing to project
  • PSA management
  • Work breakdown structure
  • Deferred expense / revenue in various configurations
  • Automatic service billings through timecards
  • Hourly resource allocations per project

#6 SalesGenius (Category – Marketing)

This marketing application was released in 2006 to meet the needs of marketing. SalesGenius offers solutions for marketing automation, demand generation, and email marketing.

You can market through various online (email, social media, etc.) and offline marketing channels, and you can create automated marketing campaigns to target prospects and leads.

As soon as the prospects show any readiness to buy, SalesGenius notifies the sales reps in your team via the Genius Engagement Alerts window.

#7 JobScience (Category – Human Resources)

It is one of the top staffing and recruitment apps in the Salesforce AppExchange. It was launched in 2007, and gives a 360-degree view of your recruitment business, irrespective of the organization size. The app lets you streamline back office activities, staffing performance analytics, and lead generation. Key features include:

  • Social integration (including LinkedIn integration)
  • Parser included
  • Job board integration
  • Visual resume or CV
  • Modern Sourcing tools
  • Sales and marketing tools for staffing as well as recruitment

#8 TaskRay Project Management (Category – Collaboration)

This tool is an ideal collaboration application for your team. TaskRay enables your teams to stay organized and in sync, despite geographical boundaries.

Some of the key tasks are cloning, full chatter integration for notes and conversation, drag-and-drop actions, file sharing, etc. This app also provides complete support for Salesforce1. Some other advanced features involve repeating tasks, private projects, bulk actions, etc.


So that’s our list of top Salesforce Backup Apps, thanks for reading! Feel free to sign up for a 15-day free trial.

Now that you know more about the best Salesforce backup apps to explore, you might want to have a look at what we created for you…


Salesforce Vs Microsoft Dynamics

Salesforce Versus Microsoft Dynamics CRM – Five Important Things to Consider including Salesforce Backup Solutions

You definitely want your business to grow, which is why you are looking for ways to offer more to your customers by opting for a reliable CRM vendor.  Salesforce backup solutions are also essential to consider.

But, which are the top CRM solutions in the market that you have been keeping an eye on?

There is a strong likelihood that Salesforce and Microsoft Dynamics feature at the top of your list of popular CRM software solutions.

There are few other good CRM vendors apart from Salesforce and Microsoft Dynamics. But, businesses often end up comparing these two to make an appropriate choice.

The reason for this is that both solutions are quite similar in their features and both target similar types of businesses while offering similar end-user experiences.

So, if you are also confused between these two top CRM solutions, then you should probably continue reading.

In this article, our aim is to do an honest comparison of Microsoft Dynamics and Salesforce. This will help you choose the appropriate CRM solution based on your existing systems, your budget and the features you need.

Comparison of Salesforce and Microsoft Dynamics

Platform or Deployment Model

On the one hand, with, you can only get the software deployed on a remote server, namely on the cloud.

This CRM software is a browser-based one that cannot be deployed on your company servers or on-premises. So, there is a clear lack of flexibility with Salesforce.

On the other hand, Microsoft Dynamics CRM software can easily be deployed on the cloud (SaaS) or on-premises.

You can get this solution hosted privately on your company servers. It thus offers a more flexible platform and you can choose the deployment model that best suits your business.

Extensibility and Integration

Salesforce has a large number of applications in the Salesforce AppExchange. Based on the type of your industry, these give your business the flexibility to build your CRM or optimize it.

In comparison, Microsoft Dynamics has fewer applications, even though the count is growing steadily.

Yet, Microsoft Dynamics offers a lot of customization options, using innovative configuration tools. It also supports complex customizations with easy integration into your CRM.

It further offers slightly better freedom and flexibility with the availability of private hosting and on-premises options for integrating custom apps or third-party apps into your CRM.

Similarly, Salesforce offers you the ability to get custom solutions built on the Salesforce1 platform, through its partner program that connects businesses with developers.

So, it is clear that both these CRM software solutions offer unique ways to get customization done as per your needs.


To use Salesforce, your developers need to be aware that it has its own programming code named “Apex”. This code is exclusively used for creating business applications for your on-demand environment on the platform.

Since Apex is a non-universal programming language, working with it does somewhat get you locked in with Salesforce.

For example, it would not be easy to get your Salesforce solution extended to a new solution for customizations done using Apex.

The exit costs will thus be higher for you. It is true that Java and .Net applications can be integrated with this solution, but it is only possible if you pay an additional amount or enroll for the Salesforce Enterprise plan.

In comparison, Microsoft Dynamics CRM is quite flexible as far as the development or programming language is concerned. Be it Java, .Net, HTML or so on, this software solution is open to all web development standards.

You can use any of these to build apps and manage processes for your business.

Pricing and Contract

This is indeed one of the parameters that should feature in a comparison of Salesforce and Microsoft Dynamics. To start with, you should know that Salesforce is a bit pricier than Microsoft Dynamics.

If you opt for the cloud deployment model with either of the two CRM software, then you need to pay a monthly subscription fee for every user login.

For Microsoft Dynamics, you also have the option of the on-premise model, for which a perpetual license fee has to be paid upfront for every user.

For cloud deployment with Salesforce, you need to enter into a year-long contract that will be renewed on an annual basis.

For cloud deployment with Microsoft Dynamics, you need to subscribe and renew your subscription on a monthly basis.

For on-premises deployment with Microsoft Dynamics, you further need to sign a license agreement upfront to get ownership of the CRM software. You can then have a separate contract for premium support and varied terms.

The pricing model for the various packages with Microsoft Dynamics CRM is listed below:

  • Professional – $65 per user per month
  • Sales Productivity – $85 per user per month
  • Enterprise 360 Promo – $150 per user per month

The pricing model for the various packages with Salesforce CRM is listed below:

  • SalesforceIQ or Group – $25 per user per month
  • Professional – $65 per user per month
  • Enterprise – $125 per user per month
  • Unlimited – $250 per user per month


If you choose Microsoft Dynamics as your CRM software, then you need to ensure the backup of all important information and you must maintain a copy off-site.

For this purpose, a backup plan has to be executed for all the Microsoft Dynamics CRM components and services to ensure the maximum data can be recovered in the event of any failure or data loss.

The backup plan should be as follows:

  • All the Microsoft Dynamics CRM program files can be backed up (a copy to be stored off-site) from their default location at C:\Program Files\Microsoft CRM\
  • All the Microsoft Dynamics CRM website files need to be backed up (a copy to be stored off-site) from their default folder location at C:\Inetpub\wwwroot
  • For the backup of all Microsoft Dynamics CRM customizations, you can make use of the Exports Customization tool. Also, before you make any changes to these customizations, make a backup.
  • You also need to make a backup of all the Microsoft Dynamics CRM server database files.

With, you still need to make backups of your data locally to be able to recover your data, instead of only relying on Salesforce for the data recovery (If you rely on Salesforce support for the data recovery, then you have to pay additional fees).

The problem with the above is the manual effort required for local backups and the limited frequency of data export with Salesforce.

This increases the risk of data loss for your business. To avoid loss of data, you need to make backups more frequently with a third-party alternative.

Such backups happen automatically on a daily basis with unlimited storage available for use. Thus, you need not spend additional money for the storage of your enterprise data, even if it grows continuously in the future.

As the third-party backups take place on a daily basis, the risk of data loss between any two backups is considerably reduced.

We hope that the above comparison of the features of Salesforce and Microsoft Dynamics proves useful to you and help you make an informed decision.

How to Recover Salesforce Data

How to Recover Salesforce Data with CloudAlly?

Your business may have moved to the cloud environment with Salesforce for various reasons related to saving costs and time. But, your enterprise still needs to ensure the sound protection of the data that you deal with regularly, especially if you need to know how to recover Salesforce data.

What’s in this article:

As more Salesforce users like you deal with large volumes of data, the associated risk of any data being lost or accidentally deleted is high. If you are under the impression that Salesforce will be able to handle the complete data recovery process, then you may have to rethink your strategy.

You will learn the reasons for this by reading this article, as we discuss the various methods or options to recover Salesforce data. We will discuss the option that Salesforce provides you to recover data, this option’s disadvantage as well as other third-party solutions for recovery of Salesforce data.

So, let’s take a look at them.

The Need for Salesforce Data Restoration or Recovery

You may wonder why you will ever need to recover any data that you deal with. Well, there are many situations that may arise with Salesforce that will fuel the need to initiate a data recovery process.

For example, while you are making certain changes to your custom field to convert it, it may happen that you permanently delete the data. Similarly, even when you accidentally delete a custom field, you may have deleted the data permanently.

It is important to note that Salesforce is flexible enough to make any data changes or deletions as instructed by you. Salesforce simply does the task for you, without knowing whether you really want to delete the data or whether you are doing it accidentally.

Any unwanted changes to a field definition could significantly impact the manner in which your business gets measured or how your company’s results are reported. In fact, it may even affect the way your customers get billed. Thus, a change to a very small field definition type can have an adverse impact on your business.

Plus, you also need to take to consideration the human error factor. User can delete by mistake (or by intention) data without the possibility to ever recover it. Read more about it.

Different Ways to Recover Salesforce Data

Salesforce Data Recovery Service

Salesforce offers a data recovery service and offers you the option to restore your data using the Salesforce Data Recovery Service.

This is the last possible option offered by Salesforce to attempt to recover lost data if you do not have a regular data backup system in place. Some key features of this data recovery service are listed below:

  • Data recovery (complete backup of lost data) at a specific point in time (only up to three months
  • The process may take several weeks.
  • It would cost you at least $10,000 and the costs are dependent on the manual effort required from the Salesforce side.
  • There is no recovery of metadata (reports, list views, and workflows).
  • You are responsible for importing the recovered data back into Salesforce.

Salesforce Weekly Data Export or Backup

Salesforce offers another option to protect your data with weekly backups and exports. Some salient features of this weekly data export alternative are discussed below:

  • It is a manual process and may require a lot of effort.
  • You need to download all your weekly export files (zipped files).
  • The download of the enormous amount of large-sized files requires more storage, which increases the storage costs, and more time.
  • You cannot recover metadata and you may have to manually rebuild any customizations, such as dashboards and reports, which are accidentally changed or lost.

An important thing to note is that your Salesforce data is subjected to change around 26,000 times a day. So, you can expect a lot of data to change between any two weekly data exports. This increases the possibility of data being lost between any two such export processes. You thus need to back up the data more frequently.

Third Party Backup

Since the risk of data loss is greater with the above two options, Salesforce suggests that you make more frequent backups with any third-party.

For this, they recommend that you visit AppExchange and opt for some partner backup and restore solution.

The best part with such a solution is the considerably higher frequency of data backups. With such backups happening on a daily basis, you reduce the risk of data being lost between any two backups.

You can confidently say that the risk of data loss associated with this process is significantly less than the risk associated with the weekly export option. There is no manual effort required to download any files or to back them up. Also, you need not have to worry about the error-free download of Weekly Export files.

There is no regular monitoring required for these weekly exports of data which further saves a lot of time. As unlimited storage is available for this daily backup solution, your enterprise need not account for any additional costs for storage.

Your organization will continue to expand in the future, which will eventually lead to a stupendous rise in the amount of data that gets added to your Salesforce.

For example, you will see considerable growth in the number of reports, support documents, customer contracts, proposals, and so on. As data grows exponentially, it increases the chances of some data getting lost.

For such a scenario, the automatic daily backup solution from cloud to cloud reduces your worries about data loss. It would ensure that you are able to recover your Salesforce data in the event of any accidental changes or deletions.

In a nutshell, you need to make a backup of your data before you make any kind of changes within your organization. With the third-party backup alternative, you can ensure this gets done frequently which allows you to make changes on a regular basis.

Once the most recent data is backed up, you can make the changes that you wish to do. Even if any data loss does occur, it will be extremely easy to restore it from the most recent backup that you have made.

It is Easy to Recover Your Salesforce Data with CloudAlly

  • a. Log in to your account in CloudAlly dashboard.
  • b. Go to “Restore & Download” and choose the Salesforce account you would like to restore.
  • c. Choose the type of data you would like to restore (by date or item search), search for it and click on the “continue” button.
  • d. Choose the data you would like to restore and click on export.
  • c. Get your recovered data to your desktop.

It’s really simple and easy to restore lost online with CloudAlly automated backups for Salesforce. Read more about “how to backup Salesforce” HERE. Or start to backup your Salesforce account with a Free 14 day trial.

Now that you know how to recover Salesforce data, you might want to have a look at what we created for you…


Anthem Security Breach – A Wake Up Call

Healthcare Security Breach

The security breach at Anthem is the largest health care breach to date as pointed out by Mandiant, and we believe it’s in the top 5 security breaches of all times across any industry. This and recent breaches such as Home Depot and of course Sony Pictures Entertainment, is a clear sign that even companies with extremely robust IT infrastructure are at risk of potential attacks and malicious destruction or theft of personal data, especially for healthcare security breach.

Health care data is extremely sensitive and the issue of protection is already very important and governed under HIPAA rules.  The fact that so many dollars have already been invested in HIPAA compliance are proof that protecting this data has been taken very seriously. But keep in mind that today’s attack was not about health care or financial information, it was clearly aimed at getting personal data. We believe the big story here is that this represents 80 million potential identify thefts.

All of the major players including Amazon, Microsoft, Google, Apple and Samsung have world class IT infrastructure and  security systems firmly in place. Apple surely deserves a credit for trying to limit the use of personal information for data mining, but that really addresses the marketing and spam issues, not these types of sophisticated attacks. Unfortunately it’s a never ending battle as new systems and new features will almost always introduce new vulnerabilities that can be exploited by sophisticated hackers.

It’s unlikely that these types of attacks will stop regardless of how tight a security system is, but the key take away is that security is an ongoing process that needs to continually be refined and improved over time. Companies of all sizes need to take security seriously, have the necessary software, people and processes in place, and make sure that each employee understands these processes and their individual role in securing the company’s data. And it’s no longer just companies with large data centers that are at risk. As companies move to cloud based services such as Microsoft Office 365, Salesforce and Box, they need to ensure that the data stored in these services is secure and available for recovery in the event of accidental or malicious destruction of data.

Read more on data loss in the cloud and why do we need to backup online data

Read CloudAlly’s comment featured on the Fast Company article about the Anthem Breach