Resilient - Continuity Planning

Learn more about Well-Architected AdaptableResilientContinuity PlanningBuilding Backup and Restore Capabilities

Where to look?
Product Area | Location
What does good look like?
Pattern
Platform | Company✅ Test plans and test logs show data restores are tested in a full or partial copy sandbox at least two times each year
Platform | Company✅ Backups are stored in a secure location accessibly by only authorized users
Platform | Documentation✅ A backup and restore strategy exists for both data and metadata

Learn more about Well-Architected AdaptableResilientContinuity PlanningBusiness Continuity

Where to look?
Product Area | Location
What does good look like?
Pattern
Platform | Business✅ A "recovery first" mindset is adopted with a focus on bringing the highest priority business functions and capabilities out of impact as soon as possible
Platform | Business✅ There is a maintenance schedule for the review of BCP test plans
Platform | Documentation✅ A BCP exists containing: steps to continue processing or triage data if Salesforce becomes unavailable, a list of events that can trigger the use of the BCP, steps and intervals for BCP testing
Platform | Documentation✅ Your BCP includes upstream and downstream systems and dependencies

Learn more about Well-Architected AdaptableResilientContinuity PlanningTechnology Continuity

Where to look?
Product Area | Location
What does good look like?
Pattern
Platform | Business✅ You have evaluated if you need to build intentional redundancy or fail-over systems
Platform | Business✅ Incident recovery tactics are automated wherever possible
Platform | Documentation✅ Your BCP accounts for additional resources or break-glass procedures teams might need to respond to incidents effectively
Platform | Test Plans✅ The areas of your BCP related to processes and people are accounted for

Learn more about Well-Architected AdaptableResilientContinuity PlanningBuilding Backup and Restore Capabilities

Where to look?
Product Area | Location
What to avoid?
Anti-Pattern
Platform | Company⚠️ There is no data restoration process or the data restoration process is untested
Platform | Company⚠️ Backups are not human readable
Platform | Company⚠️ Backups are stored in locations that unauthorized business users can access
Platform | Documentation⚠️ A backup and restore strategy does not exist or the strategy is incomplete (it applies to only data or metadata, not both)

Learn more about Well-Architected AdaptableResilientContinuity PlanningBusiness Continuity

Where to look?
Product Area | Location
What to avoid?
Anti-Pattern
Platform | Business⚠️ A "fix-the-problem" mentality is the only approach to incident management
Platform | Business⚠️ BCP test plans are not refreshed at regular intervals
Platform | Documentation⚠️ Your BCP only includes Salesforce
Platform | Documentation⚠️ A BCP does not exist or is incomplete

Learn more about Well-Architected AdaptableResilientContinuity PlanningTechnology Continuity

Where to look?
Product Area | Location
What to avoid?
Anti-Pattern
Platform | Business⚠️ You have not evaluated the need for intentional redundancy or fail-over systems
Platform | Business⚠️ Incident recovery tactics are all manual
Platform | Documentation⚠️ Your BCP does not include operational support needs
Platform | Test Plans⚠️ The areas of your BCP related to processes and people are not accounted for