Relevant business data is your “ace of spades”. To use it for achieving competitive edge & business visibility, you need to first have it in your deck. Data is crucial for organizations to make business decisions based on facts and for more accurate targeting.
Unmanaged Salesforce data growth can take you into multiple challenges including poor performance, high additional storage costs, manage compliance, and much more. However, with a strategic archiving plan these can be mitigated. Here are the top five best practices that top Salesforce enterprise customers are adopting in order to drive an efficient data archiving approach.
Relevant business data is your “ace of spades”. To use it for achieving a competitive edge & business visibility, you need to first have it in your deck. Data is crucial for organizations to make business decisions based on facts and for more accurate targeting. One of the most significant ways of operating a business today is by managing the large data volume and identifying less used data that can be archived to a safe and secure storage location for future use.
If you are a Salesforce user, you have always the option to archive your data, which can be used in the future to meet compliance & audit demands, and run analytics. Data archival reduces storage costs and also enhances application performance. Many enterprises eventually run into data storage limitations within Salesforce, and purchasing additional Salesforce data storage space is not economical when you add the operational burden. An effective data archival strategy is an essential part of every progressive business and needs to be planned properly for the long-run.
Why do you need to Archive your Data?
Data Archival requires an efficient strategy and a clear roadmap. Below we have discussed a few best Salesforce Data Archive Practices.
A Long-term Archival Strategy
Before starting the data archival process, you must consider two things.
Below are a few insights:
Consider Storage Space & Limits
It is important to figure out how much storage your organization has and how much storage you are currently using. Though Salesforce offers storage space, it is limited by edition. You can even view your total storage in Salesforce divided by data and file storage.
When it comes to archiving the data, understanding the data usage metrics is very imperative. You must have relevant tools to evaluate the data volume and track trends. You can create re-usable dashboards to determine which data to archive.
It is always advisable to consult with your organization’s legal team before deleting any business data. There could be data integrity implications like Parent-Child relationships and Field Removal. Once you are done with your data archival framework, always monitor your data usage.
Though Salesforce offers some data backup & archiving, it is not necessary that it will archive the data your organization needs. The type of data that is important might differ from business to business. It is important to find a tool which can successfully archive the data you want. The tool or application must be user-friendly, cost-effective, agile, and efficient. Your selected app must target the kind of data to be archived, the ability to retain data as long as you want, the ability to access the archived data without any hassle, an option to restore whenever required, and must offer you seamless user experience.
DataArchiva is a flawless, digital, and optimum application that will archive your unused data intelligently within the Salesforce platform at a native level. It saves more than 85% of your data storage costs as well as secures your data inside the Salesforce platform and allows the compliance team to search any data at any time. For more information, you can visit www.dataarchiva.com or can get the App Here.
If you are looking to archive your data outside of Salesforce, then DataConnectiva offers you an option to integrate any external database (Redshift, Postgres, Oracle, SQL server) with your Salesforce app for seamless archival. Check the app here.
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]