Salesforce Archiving Best Practices

Odaseva

Nov 23, 2017

Vast amounts of data are being collected by organizations today, especially through Salesforce implementations, which can lead to exponential data increase. Managing and archiving Salesforce data it is no small feat, as organizations of all sizes struggle with the growing complexities of data archiving.

So why is data archiving important with Salesforce? Large volumes of data can result in slower query and search performance, which in turn impacts user experience. By consolidating your data, you can improve your user’s proficiency. Archiving helps reduce your storage costs and keeps your data safe.

Yet Salesforce data archiving needs to be planned and analyzed carefully. The following are the top three things organizations need to plan for when archiving.

Storage and Limits

It’s important to understand how much storage your organization has and how much is being used. Salesforce provides storage but it is limited by edition. You can learn more here. 

Usage Trends

Understanding the data usage metrics in your Salesforce is also important when it comes to archiving. First, be sure to have the necessary tools to evaluate your volume of data and track trends. You can use API like Odaseva Cockpit, built on Salesforce Einstein Analytics, to provide multiple dashboards and monitor your data usage and trends. The app also helps you to identify misuse or unusual events.

Implications

Whenever considering deleting data from Salesforce, first consult with your organization’s legal team. There could be data integrity implications, such as Parent-Child Relationships and Field Removal.

Use the Best Tool

While Salesforce does provide some data backup and archiving, a common misunderstanding of Salesforce users is that Salesforce provides all the backup and archiving each organization needs. The fact is, each organization is primarily responsible for its own data.

When selecting a data backup and archiving tool for Salesforce, it’s important to find a tool that is certified by Salesforce and has a proven track record of successful backup and archiving. It should be intuitive, easy to use and most of all: effective.

It should provide four key features when it comes to data archiving including :

1. The ability to target the type of data to be archived.
2. The ability to extract data and guarantee retention for as long as you need it.
3. Replication and deletion of data from your Salesforce.
4. A virtualization layer through Odaseva that provides the same Salesforce user experience with your archived data, even though the data has been deleted from Salesforce.