Welcome to the first blog of our series, where we tech-splain how, when, and why you should archive Salesforce data using AWS cloud efficiently and securely.
Among the most comprehensive and widely adopted cloud providers, Amazon Web Services (AWS) offers 200+ fully featured services across multiple Salesforce data centers worldwide. Whether it’s storage, computing, or analytics, AWS delivers scalable, reliable, and cost-efficient infrastructure, making it a go-to platform for enterprises working on Salesforce vs AWS data strategies.
If you’re an AWS user struggling with Salesforce data storage limitations and wondering how to archive data in Salesforce, this blog is for you.
When Salesforce data growth becomes unmanageable, DataArchiva helps bridge the gap. It’s a data storage management application built to address complex Salesforce data challenges, such as AWS data archiving and long-term storage optimization. DataArchiva offers two archiving options:
- External Archiving – archives Salesforce data to third-party clouds like AWS, storing it in databases such as MySQL, MS SQL, Redshift, or Postgres.
Why Archive Salesforce Data to AWS?
Salesforce excels in agility and performance, but isn’t designed as a long-term data warehouse. As data volumes grow, so do storage costs, and when you reach storage limits, each additional GB can significantly impact your budget.
Archiving Salesforce data to AWS helps organizations scale efficiently. It offers several benefits:
- Enhances org performance by keeping your active Salesforce data lean.
- Meets compliance goals with audit-ready retention.
- Enables analytics using AWS tools like Amazon Redshift for Redshift Salesforce data management and insights.
With AWS’s global infrastructure and Salesforce data cloud AWS integration, organizations can even choose where their archived data resides, supporting regional compliance and data sovereignty.
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Key AWS storage services for archiving Salesforce data include:
- Amazon S3: For moderately active archived data requiring periodic access.
- Amazon S3 Glacier/Deep Archive: For long-term, rarely accessed archive storage of AWS data at minimal cost.
- Amazon Redshift: For analytical storage and large-scale reporting on archived Salesforce datasets.
These AWS archival solutions enable a scalable, compliant, and cost-effective AWS data archive strategy tailored to business needs.
How to Archive Salesforce Data to AWS (Step-by-Step)
Step 1: Integrate Salesforce with AWS
Salesforce-AWS integration creates a secure bridge between your Salesforce org and AWS environment. Traditionally, organizations use APIs, AWS Salesforce connectors, or middleware tools for this, but these can be costly and complex.
DataArchiva simplifies integration by connecting Salesforce directly with your AWS infrastructure, no third-party connectors required. With minimal configuration, it securely links Salesforce with your AWS S3, RDS, or Redshift, ensuring a compliant integration for AWS Salesforce data cloud users.
Step 2: Choose the Right Archive Destination
Once connected, decide where your archived data should reside within AWS.
Amazon RDS, Redshift, or private Amazon S3 buckets provide enterprise-grade control, ownership, and compliance alignment.
With DataArchiva, you can directly utilize your AWS infrastructure. Simply select the storage class, S3 Standard, Glacier, or Redshift, and DataArchiva will automatically push the Salesforce data to your chosen database or object store.
This ensures data sovereignty, secure retention, and alignment with internal IT frameworks across Salesforce to AWS workflows.
Step 3: Define What to Archive and Automate the Rules
Next, identify which Salesforce objects consume the most storage and define archiving criteria. For example:
- Closed Cases older than 5 years.
- Leads inactive for over 3 years.
- Attachments older than 7 years.
With DataArchiva’s no-code configuration, admins can easily set filters, policies, and triggers without writing SOQL queries. It maintains parent-child relationships and ensures high-speed AWS archiving, even for large datasets.
Step 4: Automate and Schedule Data Archival
Manual archiving can be time-consuming. DataArchiva’s auto-scheduler allows you to automate AWS archive jobs hourly, daily, weekly, or quarterly.
Additional capabilities include:
- Policy-based archiving aligned with compliance rules.
- Parallel archiving jobs to handle large data loads simultaneously.
- Background automation for zero business disruption.
Automation ensures consistent performance while keeping Salesforce storage optimized.
Step 5: Validate and Monitor
Once archiving begins, ongoing monitoring ensures accuracy and reliability.
DataArchiva provides detailed logs, dashboards, and alerts for tracking. Integration with Amazon CloudWatch Salesforce integration enables extended visibility into all AWS Salesforce data cloud operations.
Periodic restore tests help confirm that archived data remains intact and recoverable when needed.
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Step 6: Enable Smart Restoration
Archiving isn’t just about storage; it’s about retrieval.
With DataArchiva, users can:
- Restore individual records instantly.
- Perform bulk restores for audits or reporting.
Restoration maintains original relationships and field structures, preserving integrity across the AWS Salesforce connector ecosystem. AI-based recommendations further optimize restoration for Salesforce to AWS operations.
Step 7: Continuous Optimization with X-AI
AI-driven automation makes AWS data archiving smarter. Tools like X-AI can:
- Detect unused or rarely accessed Salesforce data.
- Recommend optimized archive Salesforce data to AWS schedules.
- Predict data growth and suggest the most cost-efficient AWS data archive tiers.
Why Choose DataArchiva for Salesforce–AWS Archiving
Organizations trust DataArchiva because it:
- Offers 100% native AWS SFDC integration.
- Enables automated, policy-based AWS archiving.
- Reduces Salesforce storage costs by up to 80%.
- Ensures fast, secure access to archived data.
By integrating DataArchiva with AWS, enterprises achieve long-term retention, compliance, and cost savings without sacrificing performance.
Final Thoughts
As Salesforce data volumes grow, managing storage efficiently becomes crucial. Archiving Salesforce data to AWS provides scalability, compliance, and cost efficiency, and with DataArchiva, the process becomes automated, secure, and future-ready.
Let DataArchiva Take Care of All Your Salesforce Data Archiving Challenges!
