This paper outlines critical scenarios where Salesforce data is at risk due to human error, integration changes, sync failures, corruption, and cyberattacks. It explains how native tools fall short for long-term retention and granular restores, making third-party backups essential. It highlights the importance of automated policies, sandbox seeding, metadata recovery, and compliance-ready retention. The paper guides organizations on protecting mission-critical CRM data, ensuring integrity during development cycles, and maintaining business continuity across Salesforce environments.

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