Cohesity Cloud Services for Salesforce

Overview

Salesforce contains highly valuable business data, making protection and recovery a priority for organizations of any size. Accidental record deletion, malicious insiders, failed integrations, and ransomware can all result in permanent loss of the CRM data your business depends on every day.

Cohesity Cloud Services for Salesforce delivers a fully managed, enterprise-grade backup and recovery solution for Salesforce data and objects through Cohesity Cloud Services on AWS. No infrastructure to deploy. No agents to maintain. Just reliable, automated protection that works.

As part of the broader Cohesity Cloud Services portfolio, Cohesity Cloud Services for Salesforce also gives organizations with Microsoft 365 a unified approach to protecting both M365 and Salesforce data, all within a standard Cohesity Cloud Services SaaS model.

What are the common use cases?

Use Case	Challenge	How Cohesity Helps
Accidental Deletion	A rep permanently deletes key account records beyond native recycle bin recovery.	Granular record-level restore to any recovery point—without disrupting live data.
Integration Failure	A failed ETL pipeline overwrites or corrupts Salesforce records at scale.	Roll back to a clean, validated state with advanced query-based filtering.
Cross-Org Recovery	Teams need to restore records into a different org or seed a sandbox for testing.	Cross-org restore and sandbox seeding built into the platform.
Metadata & Schema Changes	Config drift or schema changes break object relationships or downstream integrations.	Granular metadata restore with schema compatibility support keeps relationships intact.
Compliance & Audit	Regulated industries must demonstrate data protection controls and recovery capability.	Audit logging, retention policies, and documented recovery workflows satisfy compliance requirements.

Key Benefits

Automated backup for structured and unstructured Salesforce objects, records, and metadata, helping organizations consistently protect critical CRM data without added operational burden.
Point-in-time recovery to reduce data loss and accelerate restore times when issues occur.
Options for full, incremental, and schedule backups• Options for granular records or object restores, full org restores, cross-org restores, and sandbox seeding with relationship aware logic to preserve dependencies.
Protection for both Salesforce production and sandbox environments, making it well suited for day-to-day operations as well as development and testing scenarios.
Accurate point-in-time recovery by ensuring integrity of cross-object relationships

Built for Enterprise Salesforce Environments

Cohesity Cloud Services for Salesforce is designed for organizations that require enterprise-grade data protection across their SaaS estate:

Enterprise Salesforce environments with production and sandbox deployments requiring consistent protection.
Organizations already using Cohesity Cloud Services for Microsoft 365 looking to consolidate SaaS data protection under one platform.
Regulated industries – including financial services, public sector, and retail—where data integrity and recoverability are non-negotiable.
IT and security teams that need to close the Salesforce backup gap without adding operational complexity.

Why Cohesity

Cohesity is your trusted enterprise data security and management platform protecting thousands of organizations worldwide. Cohesity Cloud Services for Salesforce extends that same enterprise-grade protection to your SaaS applications—with the operational simplicity, security controls, and commercial terms you expect from Cohesity.

Unified SaaS Protection: Single vendor for Microsoft 365 and Salesforce backup—reducing management overhead, operational costs, and vendor sprawl.
No Infrastructure Required: Delivered as a fully managed SaaS service—no appliances to deploy or maintain.
Enterprise security built-in: Built on a proven cloud data protection platform with enterprise security and compliance capabilities.