Course introduction
The Salesforce Backup Certification is designed to help Salesforce professionals safeguard data, minimize risk, and ensure business continuity across the Salesforce platform. Whether you’re refining your current backup policy or starting from scratch, this course offers a practical and strategic deep dive into the world of Salesforce data protection.
You’ll explore the most common causes of data loss, understand how to build a compliant and resilient backup strategy, and gain confidence in your ability to respond to incidents with a plan that works.
Who is the Salesforce Backup Certification for?
Admins, Developers, Team Leaders
This certification track is suitable for individuals and teams looking to improve the security and management of their Salesforce data. If you’re responsible for data integrity, compliance, or day-to-day operations within a Salesforce environment, this course will help you implement effective backup policies and recovery strategies.
What you’ll achieve in the Salesforce Backup Certification
- Discover the key threats to data held on the Salesforce platform
- Learn how to build and configure a resilient Salesforce backup policy
- Understand best practices for restoring data after loss to ensure business continuity
- Gain the skills to drive data protection and compliance across your organization
What the Salesforce Backup Certification includes
Salesforce backups are no longer optional — they’re essential. The Salesforce Backup Certification equips you with the practical skills and strategic mindset to protect your organization’s most valuable asset: its data. Through this certification, you’ll:
- Understand the real risks of data loss on the Salesforce platform — Learn how data can be lost, altered, or compromised — and how to proactively protect against it. You’ll explore the full lifecycle of Salesforce data and metadata, from capture to retention, through the lens of data protection and platform resilience.
- Develop a robust Salesforce backup policy that fits your business — Discover how to configure policies that are not only secure but compliant. Learn what to back up, how often, how to manage retention, and how to build policies that stand up to audits and real-world disaster scenarios.
- Gain confidence in restoring Salesforce data after an incident — Backups are only useful if they work when you need them. You’ll explore how to restore data quickly and effectively — from logs and records to full org recoveries — to ensure business continuity with minimal disruption.
- Make the business case for better data protection — Understand the cultural and financial blockers that hold teams back from proper backup. You’ll be equipped with practical strategies to communicate value, overcome objections, and align your backup strategy with enterprise goals.
- Choose the right backup solution for your Salesforce environment — Not all backup tools are created equal. You’ll review key features to look for — such as encryption, automation, and restore capabilities — so you can select a solution that balances compliance, usability, and security.
- Validate your expertise with a recognized Salesforce backup certification — Complete the final assessment to prove your understanding of security best practices and gain a credential that highlights your ability to safeguard Salesforce data in any organization.
Whether you’re responsible for implementing a backup policy, responding to a data loss event, or leading data management initiatives, this certification gives you the clarity and tools to protect, restore, and secure Salesforce data with confidence.
Salesforce Backup Certification content
The importance of Salesforce backups
Learn why backups are important for any companies using Salesforce and who in an organization should take responsibility for them.
Salesforce data loss on the Salesforce platform
Understand that data loss can be a risk for Salesforce and learn the different categories of data loss for Salesforce.
Backing up and restoring Salesforce orgs
Get to grips with the unique requirements of backups for Salesforce, what you should and shouldn’t back up, and how to restore from a backup.
Incident response and disaster recovery planning
Understand the importance of incident response and disaster recovery plans and learn how to make and execute these plans with key planning concepts.
Security, compliance and retention
Learn how to keep backup data secure and what to consider when it comes to compliance.
The business case for backup
Understand the potential costs of data loss to businesses and the benefits of a backup solution. This course will help you build a business case for backup in your organization.
Salesforce backup options
Discover the different options for backing up Salesforce orgs and how to choose the option that is right for you and your organization.
Salesforce Backup Certification — final assessment
Test your Salesforce backup knowledge with a final assessment and prove your expertise with a certificate you can share on your social media and your CV.
What our students say about the Salesforce Backup Certification
“The Backup Certification laid a robust technical foundation, empowering me to implement best practices confidently across our CI/CD processes.”
Sipra Sahu, Senior Salesforce Developer
DevOps Launchpad courses you might also be interested in
FAQs
What is DevOps Launchpad?
DevOps Launchpad is a free training platform packed with courses and resources for anyone in the Salesforce ecosystem looking to upskill in Salesforce DevOps.
The certifications, courses, and quizzes on DevOps Launchpad are curated by experts in the field from Gearset, the leading DevOps platform for Salesforce. But the majority of content on DevOps Launchpad is all vendor-neutral, and useful for anyone learning more about Salesforce DevOps.
Who is DevOps Launchpad for?
Anyone involved in any aspect of the build, test and release cycle for Salesforce – it doesn’t matter if you’re brand new to the ecosystem or more experienced in Salesforce development.
Our courses are designed to upskill everyone in DevOps, regardless of role. Whether you’re an admin, a developer, an ISV partner or a technical architect, there’s something here for you.
How do I complete courses and get certificates?
DevOps Launchpad courses are broken down into modules. To finish a module, you usually complete a quiz to test your knowledge with multiple-choice questions. Once you finish all the modules in a course, you’ll earn a certificate which can be downloaded and saved to your resume, or shared on your social profiles.
Our certification tracks provide the opportunity to earn official certifications to demonstrate your DevOps prowess, by completing a number of courses in a guided learning pathway. You can learn more about certification tracks below.
How do I navigate the platform?
Click the Courses tab to see the courses and certification tracks that you’ve enrolled for. This page will be blank until you choose courses in the library. If you want to return to a course in progress or one that you’ve previously completed, head to this page.
The Results tab shows your progress through the courses you’ve completed, including any certifications and test results. It’s a great way to track your learning journey and see the skills you’re building.
The Library is where you can browse courses and enrol to continue building your skillset. Once you enrol for a course, it’ll be added to your courses page and you can start working through it.
How do I access my account?
You can access DevOps Launchpad in different ways:
- The DevOps Launchpad homepage
- Direct login
- For Gearset users: click the DevOps Launchpad icon in the Gearset app
How are certifications different from other courses?
Certifications are guided learning pathways which are made up of a set of DevOps Launchpad courses. For some certification tracks, you can choose to take courses individually or as part of a track, but you’ll only earn the track certificate if you’ve completed all the component courses.
I’ve signed up to the Salesforce Backup Certification but I can’t see all the component courses
Courses will appear one by one on your Courses page, with a rosette icon top left to indicate that they’re part of a certification track. Once you’ve completed a course, the next one will appear, and so on until you reach the final assessment. You’ll need to pass the final assessment to complete the certification.
Do I have to complete the Salesforce Backup Certification all in one go?
No, you can take modules and courses in your own time. Your progress will be saved, so you can come back whenever suits your schedule!
Do I get certificates for individual courses?
You will receive a certificate for each course that you complete. After you have completed all the courses and the final assessment, you will be awarded the official final certification.
What if I’ve already completed some of the courses on the Salesforce Backup Certification?
DevOps Launchpad will register that you’ve already completed the course and jump to the next course in the track. If you’ve already completed all the component courses, you’ll jump straight to the final assessment. Even if you’ve completed all the component courses, you’ll need to pass the final assessment before gaining your certification.