The transformation began when a previous team member, frustrated with the complexity of restoring records, championed Salesforce as the foundation for better backup, recovery, and operational continuity.
While Lightedge thankfully never suffered an actual disaster, Michael says that the company has conducted readiness exercises with external auditors to comply with ISO 22301 for business continuity and disaster recovery. “That required us to perform a much more detailed business impact assessment on all of our core systems,” he clarifies.
Lightedge hosted live data and had multiple redundancies and air gap solutions for retention of that data. However, in the back office, Michael admits that “there wasn't much of a thought process around disaster recovery and business continuity.” And while it was technically possible to recover data, doing so required a manual, labor-intensive process that wasn’t sustainable, especially as the business scaled.
That manual effort wasn’t just inefficient; it could be costly. With Salesforce’s Backup & Recover capabilities, Lightedge has saved weeks, if not months, of effort by enabling granular, record-level recovery instead of having to restore entire datasets. This shift has dramatically improved recovery speed and reduced resource strain across the business.
Now Lightedge can stay focused on more strategic growth initiatives—with fewer worries about data loss or recovery. Salesforce helps Lightedge ensure end-to-end protection, control, and recoverability across critical sales data and internal service workflows, while eliminating the need for time-consuming manual exports or imprecise mass restores. The team can quickly locate and restore exactly what’s needed—whether it’s a single record, a specific data object, or data tied to a compliance request. This not only improves precision, but also drastically reduces downtime and resource strain.
Lightedge explored off-the-shelf solutions to eliminate the need for managing backups through their own internal platforms. Backup & Recover stood out for its automated protection and ability to deliver fast, reliable recovery without added infrastructure or complexity—making it the ideal fit for their security-first approach.
Today, Salesforce supports a wide range of processes for Lightedge, including:
- Account creation and opportunity management
- Quoting and pipeline management
- Support ticketing and customer service workflows
- Configuration management and infrastructure visibility
- Billing system transitions and reporting
Much of this data is dynamic, interdependent, and regulated. “If we lost that data, we wouldn’t just be redoing manual work—we’d be losing critical insights, audit trails, and system configurations that took weeks or months to build,” says Michael. “It would set us back in ways that go far beyond time.”
Salesforce plays a vital role in creating a reliable and compliant foundation for Lightedge’s growth and customer service. “These platforms are integral to our growth plan and data processing,” Michael adds.
