4.4: Data Administration – Protect and Restore Your Data

This is a really important topic that could save you a mass of time and anguish, in the event that you need to restore your CRM data. First shared in December 2024, this MasterClass is a little over 27 minutes’ duration. It delivers the following key learning objectives:

  1. Understand how to protect your CRM data using Roles, Profiles, Sharing Rules and Backups.

  2. Learn how to monitor data changes with Audit Logs.

  3. Gain an overview of data restoration options in Zoho CRM, including the Recycle Bin and Backups

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