Salesforce Data Management Trends for 2023

Data collected at each step of your brand interaction can intricately document the brand value you repay to your customers. 

Any corporation that follows a strict product design matrix has an affixed data management protocol. They ensure that every complaint need is met with the coveted data management strategy. Achieving the core three goals in data management, viz.

  • Data Storage & Security 
  • Data Availability  &
  • Data Resiliency 

If you are using a power-CRM system like Salesforce, data management is central. And how you want your Salesforce data to manage, depends on how you want to store, arrange, share, and/or archive, viz a viz it again depends on compliance permissions on how you can use your customer data, collected from Salesforce. 

Further in discussing the ROI in Salesforce data management, here are the benefits that businesses orbit around while revolving these strategy core –

  • Save more on storage costs 
  • Gain a strategic hold to align data with compliance
  • Bail out possibilities of hefty penalties for careless handling of sensitive customer data 
  • Earning better CRM efficiency resulting in better digital productivity
  • Obtain a 360-degree view of business
  • Protect sensitive data with an appropriate backup strategy

Having a clear management strategy for your Salesforce data is enough to wheel your customer’s success compass, therefore a must-have to step up your businesses in 2023.

Keeping your productivity in mind, team DataArchiva has come up with a perfect 6-step updo, to make your Salesforce systems data-ready. And, to go trending, you are following this way ?

Trend #1 Being Cloud-Native 

When you are working on Salesforce,  data mapping can be of real trouble, if you do not have automation in place. Let’s say, you desperately need to move your Salesforce data from the primary storage systems to a preferred external cloud location, but could not settle the data as per the field types. This happens as the field types vary from one application to another. The best way to harbor your data is to bank right at Salesforce BigObjects.

The best way to head the cloud-native way is to use BigObjects to store and manage your data at Salesforce. It can have billions of data records without compromising performance. It allows you to source massive data sets from your primary storage spaces, without messing up the field types of the assigned objects to archive or store. As your data doesn’t move from your Salesforce systems, hence native storage ensures security, control, and more authority if you are preserving the data for a long time. Furthermore, BigObject spaces can drastically reduce your cloud cost, spacing out options to store managed data in the most Mary-kondo ways. 

Trend #2 Having an Integrated Data Fabric 

If you opt to store your data in a native or external storage cloud, make sure it has an integrated data fabric in place. To summarize, data fabrication talks about a particular data architecture that can support end-to-end data management. It means, data-availability in real-time, irrespective of the storage environments, procedures, and usage.

Data Fabric is critical for business using a BigObject facility. Instead of writing multiple lines of queries to call the data from BigObjects, a data fabric provides a set of services that allows you to access your archived data with zero hassles of writing codes. It involves practices like automatic data discovery features, data governance, and visual data metrics on how the storage spaces you are filling in, daily. A useful transformation to your storage optimization application, in terms of Salesforce data management.

Trend #3 Driving AI for Metadata Management 

In a Salesforce org metadata is the data, responsible to describe the other data. It’s one of the most crucial elements of the Salesforce architecture which records the most intricate details of customer information. As the organizational processes grow, each Salesforce org collects a massive amount of metadata, slowing down the production instance while limiting the CRM performance for analytics or database queries. 

Therefore preserving the metadata structure ensures clean data infrastructure for seamless database queries and analytics. In a CRM system with a high data in-flow, manual maintenance is resource intensive. For automated metadata management tools, AppExchange provides you with an array of cloud-ready solutions to tally with your needs. Moreover, metadata management tools tag sensitive data automatically, enhancing regulatory compliance and minimizing defects during data audits.

Trend #4 Ensuring Data Governance & Compliance 

Data Protection and cloud security have been the high talk of the quinquennial in the tech industry. The concern for data loss/leakage had been the key pain point of cloud data management. In order to address this issue with cloud data security, one needs an appropriate key data management application that secures data to a destined cloud location and maintains compliance and maintains control over it.

Comparatively, Salesforce cloud security is the best of all cloud CRM systems. In Salesforce Systems the data loss concerns are pliable on security during incidences of data transfers while leveraging your own external Cloud (AWS, Azure, Heroku, GCP ) or On-premise platforms to any third-party database (MSSQL, MySQL, Postgres, Redshift, Oracle). This is often subject to poor data quality, leading to inconsistent information, duplicates, blank fields, and common data errors. The best practice to tackle the issue is to apply data governance strategies throughout your organization’s data lifecycle.

Additionally, data retention laws are enforced by the government to guarantee the security of sensitive client data. Therefore compliance management considerations while archiving Salesforce data will be top-notch this coming year. This makes it possible for enterprises to defend their data from internal data tampering and cyberattacks. They can also avoid audit errors and fines by doing this.

Trend #5 DataOps-As-Automation

Along with compliance data management, CRM-connected analytics is an additional data benefit to power data-driven solutions right in salesforce. If you are seeking Salesforce automation to accelerate the workflows, DataOps asserts a complete set of practices, processes, and technologies to transform your Salesforce data into BI-generating giants. 

DataOps-As-Automations helps your data to get self-disciplined into the established system and structure of your Salesforce Systems. Thereby opens wider possibilities to Einstein Analytics and takes deeper calls with Salesforce CRM Analytics with your Salesforce data, to ensure better data insights and accelerate the sales drive. This is definitely a higher take on the possibility of a business from a digital to a data-driven process in a rather shorter span of time. 

Trend #6 Cloud-Managed IoT Data 

If you are a business based on IoT-based automation, then here is your catch! The Salesforce IoT cloud has been a well-cooked platform for storing, managing, and processing data from various connected devices. IoT data management is fueled by the concept of data unification, which helps to compile the data residing in operational silos into usable, uniform, and standard data structures. 

As the business grows, the number of connected systems will eventually grow in numbers. If your business carries a complex Salesforce system, considering the size of the org you might have used ten other AppExchange solutions and customizations to orient the processes, collecting caches over time. A data unification app helps to clean the chaos, preventing deduplication, effective schema integration, and presenting the data how you would like it to be. Like reuniting the data into parent format, making it easy to access and comprehendible. 

Speaking of efficient data management, data archiving follows as an integral discipline. But it comes with challenges related to storage, data integrity, analytics, security, accessibility, and so on. So, to make your life easier here is your star solution – DataArchiva. Be it Salesforce cloud or IoT data management, it can tackle complexities and is applicable to various use cases. In short a perfect connecting link for device-to-platform in tracking and manipulating the internal assets. 

If you are managing the Salesforce system, this application is a must-have tool for 2023. Its exclusive cause is native archiving for Salesforce. Otherwise, you can have DataArchiva external archiving if you prefer external cloud or on-premise archiving. Moreover, it’s a US-gov cloud-approved application for Salesforce data archiving and can automatically archive your legacy data to Salesforce BigObjects. 

DataArchiva showcases beyond archiving capabilities and is a go-to application if you want data management in place. It ensures top-notch security with encryption at rest, along with seamless integration capabilities for your Salesforce org. Moreover, it has all the next-gen data management features mentioned above. Therefore don’t forget to visit us at DataArchiva.For a live demo of the product, contact us now!

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DataArchiva offers three powerful applications through AppExchange including Native Data Archiving powered by BigObjects, External Data Archiving using 3rd-party Cloud/On-prem Platforms, and Data & Metadata Backup & Recovery for Salesforce. For more info, please get in touch with us at [email protected]
CEPTES has been a pure-play Salesforce platform-focused company since 2010. We are product magicians as well as Salesforce consulting whizzes with 1000+ customers across the world. DataArchiva is CEPTES’s flagship application listed on AppExchange