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Why Do I Need to Protect My Salesforce Metadata?

Metadata must be as enthusiastically protected as any other type of system data. Here are 8 reasons to protect your Salesforce metadata.

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Why Do I Need to Protect My Salesforce Metadata?

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  1. Click to d text Why Do I Need to Protect My Salesforce Metadata? www.autorabit.com

  2. Here are 8 reasons you need to protect your Salesforce metadata: ▪ Metadata is a Frequent Target ▪ Accidents Happen All the Time ▪ Retain Functionality ▪ Consistent User Interactions ▪ Minimizing Redundant Work ▪ Improper Data Relationships Create Problems ▪ Regulatory Compliance ▪ Reliable Metadata Backups Are Essential 7/15/2022 www.autorabit.com 2

  3. 1. Metadata is a Frequent Target • Your Salesforce system is likely making notes of customer behaviors. These notes help your system to make beneficial inferences about their behavior and trigger useful functionality. And of course, these notes are all types of metadata. 2. Accidents Happen All the Time ▪ Accidental deletions are one of the most common factors in data loss events. Salesforce Metadata is accessible by a variety of team members, and it only takes a small mistake to wipe out connected functionality and customer information. 7/15/2022 www.autorabit.com 3

  4. 3. Retain Functionality ▪ We’ve discussed a couple scenarios that can lead to loss of metadata, now let’s dig a little deeper into the consequences of this loss. Metadata can be used to create relationships between various objects within your Salesforce environment. 4. Consistent User Interactions • Retaining functionality ensures your system continues to operate properly. And while there are many benefits on the backend of the system, possibly the most important benefit is how it affects those on the front end. 7/15/2022 www.autorabit.com 4

  5. 5. Minimizing Redundant Work • Metadata can be created through performed functions or designed with the goal of customizing your Salesforce environment. These customizations can include customized components, Lightning pages, and more. 6. Improper Data Relationships Create Problems • The customizations and existing functionality of your Salesforce system is largely dictated by metadata. We’ve discussed the dangers of these functions becoming lost or damaged, but another danger exists if they were to misfire. 7/15/2022 www.autorabit.com 5

  6. 7. Regulatory Compliance • The rules and stipulations relating to how an institution handles data will largely depend on the industry in which they operate. Some industries—such as healthcare and financial industries—have a much higher likelihood of working with sensitive customer information. 8. Reliable Metadata Backups Are Essential • Data security—including that of metadata—requires a certain level of preparation. Companies must be aware of all types of sensitive information and data as well as the guidelines for handling it. 7/15/2022 www.autorabit.com 6

  7. Contact us or Request a demo https://www.autorabit.com/request-a-demo/ info@autorabit.com +1 925 500 1004 548 Market Street PMB 98272 San Francisco CA 94104-5401 www.autorabit.com Click to add text Click to add text Source: Why Do I Need to Protect My Salesforce Metadata? 7/15/2022 www.autorabit.com 7

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