Salesforce Data Archiving: Best Practices
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. One of the most significant ways of operating a business today is by managing its data volume and placing less used data which 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 future. Data archiving reduces storage cost and also keep your sensitive data safe. Many enterprises eventually run into data storage limitations within Salesforce, and purchasing additional Salesforce storage space is not economical when you add the operational burden. An effective data archiving strategy is an essential part of every progressive business and needs to be planned properly.
Why you need to Archive your Data?
- Growing data volume can result in poor application performance.
- Archiving allows your business to have more control over your data.
- Archiving manage risk & compliance.
- Archiving reduces storage cost.
Data Archiving requires certain analysis and strategy. Below we have discussed few best Salesforce Data Archive Practices.
- An Archiving Strategy
Before start archiving your data, you must consider two things. a) a smart data archiving policy and, b) inputs of all the relevant stakeholders in your company. Below are few insights:
- Only archive when you have an excess of business data and you don’t want to lose them. You must communicate with all the departments of your organization in order to understand which data is important for whom.
- Make an order for archiving. There are several objects which can be archived as attachments, notes, tasks, chatter files etc. You need to figure out the order suited for your business.
- While archiving any record, always archive it’s dependent records. It will help you to understand the relevance of the record in future.
- You should archive older data first.
- 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.
- Usage Trends
When it comes to data archiving, 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.
- Legal Implications
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.
- Tool Selection
Though Salesforce offers some data backup & archiving, it is not necessary that it will archive the data your organization need. The type of data which is important might differ from business to business. It is important to find the 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, ability to retain data as long as you want, and will offer you a seamless user experience.
DataArchiva is a flawless, digital and optimum application which will archive your unused data intelligently within the Salesforce platform. It saves more than 80% of your data storage cost as well as secure your data inside Salesforce platform and allows compliance team to search any data at any time. For more information, you can visit www.dataarchiva.com or can get the App Here .