Financial

Fortune 500 Financial Firm Simplified Their Complex Salesforce Org with an Optimized Storage & Performance

Customer Overview

The customer is a top financial solution provider having multiple flagship products. Their offered solutions are being used by big enterprises, small businesses, and even by individuals. Intuit employs over 9000 employees worldwide while having a presence in over 19 locations in 9 countries.

Challenges

  • The customer has one of the most complex Salesforce systems which has over 90 Objects with 30+ levels of Object relationships and 500+ complex data relationships, 20+ AppExchange solutions & a lot of customizations considering the size of the Org.
  • This highly complex Salesforce system was generating a massive amount of data from over 20 different sources. A few of the major data growth sources were profiles, contacts, activities, accounts, cases, tasks, transaction records, addresses, leads, etc. 
  • The massive data growth resulted in data storage enigma and extremely slow application performance.
  • Recurring data storage cost was mounting rapidly & poor application performance started impacting their productivity. 
  • Archived data security was one of the biggest concerns considering the sensitive nature of the data.

Solutions

  • DataArchiva with its innovative data archiving features best met our customer’s complex data management requirements. 
  • By periodically archiving the historical data, DataArchiva reduced massive recurring data storage costs & improved overall app performance.
  • Data governance was improved as DataArchiva eliminated the risk of a regulatory compliance violation with long-term data retention & 100% data accessibility within Salesforce.
  • Schedule archiving helped Intuit auto-archive their historical data with zero business interruption.
  • DataArchiva seamlessly supported other AppExchange solutions & other custom applications and made sure the entire business system works perfectly. 
  • Included additional archived data protection via encryption.
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DataArchiva is the ONLY Native Data Archiving Solution for Salesforce using Big Objects that help Salesforce application users archive their historical data without losing data integrity.

For more info, please get in touch with us  [email protected]