CRM EXPORT & BACKUP CHECKLIST

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--- PRE-BACKUP PLANNING ---
[ ] Scheduled Backup Date
[ ] Scheduled Backup Time
[ ] Estimated Backup Size (GB)
[ ] Scope of Backup (e.g., all records, specific objects)
[ ] Backup Method (Native CRM Tools, Third-Party Solution, API Integration)
[ ] Backup Purpose (e.g., Compliance, Disaster Recovery)

--- DATA SELECTION ---
[ ] Select Modules to Backup (Accounts, Contacts, Leads, Opportunities, Custom Objects)
[ ] Backup Scope (All Records, Specific Date Range, Specific User Records)
[ ] Start Date (if applicable)
[ ] End Date (if applicable)
[ ] Record Limit (if applicable)
[ ] Include Attachments? (Yes, No)

--- BACKUP METHOD SELECTION ---
[ ] Choose Primary Backup Method (Native CRM Backup Tools, Third-Party Backup Solution, API-Based Backup)
[ ] Data Export Format (CSV, Excel, XML, JSON)
[ ] Number of Concurrent Exports (if applicable)
[ ] Justification for Chosen Method
[ ] Encryption Method (AES-256, SSL/TLS, None)

--- BACKUP EXECUTION ---
[ ] Backup Start Date
[ ] Backup Start Time
[ ] Estimated Backup Duration (minutes)
[ ] Backup Command/Script Used
[ ] Backup Method Used (Native/Third-Party/API) (Native CRM Tools, Third-Party Solution, API)
[ ] Any Error Messages Encountered

--- BACKUP VERIFICATION ---
[ ] Backup Completed Successfully? (Yes, No, Partially)
[ ] Number of Records Verified
[ ] Detailed Verification Notes
[ ] Data Integrity Check Passed? (Yes, No, N/A)
[ ] Verification Log File (if applicable)
[ ] Verification Completion Date

--- STORAGE & SECURITY ---
[ ] Encryption Key Length (bits)
[ ] Storage Location Type (On-Premise, Cloud Storage (Specify Provider), Hybrid)
[ ] Access Control List (ACL) Description
[ ] Data Residency Compliance (Not Applicable, GDPR, CCPA, Other (Specify))
[ ] Last Security Audit Date

--- RETENTION POLICY ---
[ ] Number of Backups to Retain
[ ] First Backup Retention Start Date
[ ] Retention Policy Type (Daily, Weekly, Monthly, Annual)
[ ] Detailed Explanation of Retention Policy
[ ] Date of Last Policy Review
[ ] Legal/Compliance Requirements (GDPR, CCPA, HIPAA, Other)

--- DISASTER RECOVERY TESTING ---
[ ] Last DR Test Date
[ ] Estimated Test Start Time
[ ] Test Type (Full Restore, Partial Restore, Data Validation)
[ ] Test Scenario Description
[ ] Data Restored (GB)
[ ] Test Results
[ ] Test Status (Successful, Partial Success, Failed)
[ ] Remediation Actions (if failed)

--- END OF TEMPLATE ---
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