GoCardless Achieves Peace of Mind with Salesforce Backup & Recover

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.

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.

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.

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.

• 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.