GoCardless Achieves Peace of Mind with Salesforce Backup & Recover

Ensuring critical data safety and business continuity for a complex Salesforce ecosystem.

Products Used

After a past data loss scare, online payment solution GoCardless implemented Backup & Recover for its complex Salesforce instance. This protects data integrity, supports ongoing transformation, and provides vital peace of mind.

About GoCardless

GoCardless is a global online fintech company based in London, United Kingdom. Its platform allows businesses to collect payments directly from customer bank accounts across more than 30 countries, offering a cost-effective alternative to traditional card payments.

The Challenge for GoCardless

Having experienced the deletion of thousands of accounts at a previous company, Graham Redway, Salesforce Ecosystem Manager, recognized the critical need for a reliable backup solution. GoCardless's current Salesforce instance, having evolved over a decade, is highly customized and complex. With 80 integrated systems, each capable of modifying or deleting data, plus ongoing data migration during a major transformation, the risk of data corruption is exceptionally high. A robust solution was essential to prevent critical business fallout.

Ensuring the security and integrity of our Salesforce data is a top priority. Backup and Recover has been a game-changer, providing robust, automated protection with minimal administrative overhead. No business of any size should exist without a backup solution. Because your CRM is your business, in essence.

Graham Redway

Salesforce Ecosystem Manager, GoCardless

How Salesforce Helps GoCardless

Salesforce is central to GoCardless' operations, supporting 450 employees across Sales Cloud, Marketing Cloud, Revenue Cloud, CPQ, RCS, and CSM. It delivers a complete 360-degree customer view, managing everything from new customer acquisition to offboarding. As the company’s CRM, Salesforce stores critical accounts, contacts, and prospecting data — any loss of which could halt sales and result in enormous revenue loss. Protecting this vital data, especially amid transformation and integration with 80 connected systems, is paramount to maintaining business continuity and customer excellence.

The Salesforce Difference

Backup & Recover gives GoCardless critical security and peace of mind by serving as an essential repository for recovery within their evolving, complex system. GoCardless regularly relies on its history tracking and find/compare tools to monitor data changes. This "ultimate insurance policy" works seamlessly in the background, safeguarding data and freeing up resources for more critical priorities.

The Results

Enhanced Data Protection: Backup & Recover acts as a reliable repository, safeguarding against data loss and corruption, especially given GoCardless' complex and evolving Salesforce environment.
Operational Insight: The ability to track data history and use find/compare tools helps users understand who changed data and how, strengthening data governance.
Business Continuity & Revenue Protection: By preventing data loss of accounts, contacts, and prospecting data, the solution allows uninterrupted sales operations, protecting GoCardless from enormous potential revenue loss.
Resource Efficiency: With a reliable backup solution in place, resources are freed from costly, time-consuming recovery efforts during critical data events.

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