Case Study: Conga achieves secure, compliant Salesforce data protection and rapid recovery with OwnBackup

Conga’s Salesforce Data Protection Weapon

Conga, a provider of contract, document and sales automation used Salesforce across sales, marketing, customer success and integrations, and had grown through acquisitions that required merging three separate Salesforce Orgs. The consolidation created complex data and metadata challenges—preserving relationships, avoiding overwrites—and elevated security and regulatory concerns for its finance and healthcare customers because Conga lacked an enterprise backup and recovery strategy.

Conga implemented OwnBackup across all three Orgs to run automated daily backups, compare data, and enable selective recovery. OwnBackup Compare identified 3,000 overwritten records during post-merge deduplication, and OwnBackup Recover restored just those records from the prior day in a few clicks—protecting custom objects, attachments and metadata, maintaining compliance, and giving the team a fast, reliable safety net.

Conga

Reese Bernier

Salesforce Systems Manager