This white paper outlines the essential capabilities required to protect Salesforce data across complex environments. It emphasizes that native retention alone is insufficient and that organizations must adopt comprehensive backup strategies featuring automated protection, rapid recovery, and immutable copies. It highlights threats such as human error, integration failures, corruption, and ransomware. The paper details how IT teams can improve resilience, maintain compliance, and guarantee business continuity through policy-driven backups, granular recovery, and long-term retention aligned with governance needs.

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