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July 20, 2016
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How do you backup your leads?

  • July 20, 2016
  • 1 reply
  • 3353 views

Hi all,

I know you're probably bussy with catching Pokemons. Even though I'd like to know if and how you backup your leads?

Do you export your full lead database frequently or are there any other ways to "undo" something, bring leads back to another "version".

Let's say, for whatever reasons, leads get deleted or a smart campaign overwrites attributes of leads etc.

I think it really makes sense to figure out a solution for these scenarios BEFORE they happen so you know what to do in case it ever happens.

Thanks for sharing your knowledge.

Regards,

Axel

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Best answer by Josh_Hill13

SFDC handles this for you.

Marketo does run backups, but a restoration is hard to get them to do.

Companies that can afford it, will build a marketing data warehouse to pull data into. If you're mostly concerned with accidents, setup a better process to avoid errors and to use field blocking.  I've written about this on my site and here too if you check the Content section.

1 reply

Josh_Hill13
Josh_Hill13Accepted solution
New Participant
July 20, 2016

SFDC handles this for you.

Marketo does run backups, but a restoration is hard to get them to do.

Companies that can afford it, will build a marketing data warehouse to pull data into. If you're mostly concerned with accidents, setup a better process to avoid errors and to use field blocking.  I've written about this on my site and here too if you check the Content section.

July 20, 2016

Hi Josh,

Thanks for your answer

I like the idea of setting up a data warehouse! Since we're a data warehouse company, it shouldn't be that tough.

Field blocking and better processes are definitely important. But you know, I want to have a backup plan. It can always happen something unexpected.

Best,

Axel

SanfordWhiteman
New Participant
July 20, 2016

I like the idea of setting up a data warehouse! Since we're a data warehouse company, it shouldn't be that tough.

lol

You haven't worked with the API yet.