Welcome to the series of blogs where we tech-splain how, when & why you should use your AWS cloud to archive old data from Salesforce.
Among the most comprehensive and widely adopted cloud service providers, Amazon Web Services (AWS) offers over 200+ fully featured products and services with multiple data centers worldwide. No matter what you want, from unlimited processing to storage capacity, AWS offers you a vast majority of cloud services, available at a minimal price and adopted by many. If you are an old AWS user but new to Salesforce and believe that AWS can finally put an end to your Salesforce data storage limitations, then this blog is for you.
If you think that you didn’t have the tools to address Salesforce data storage challenges, DataArchiva can help.
DataArchiva is a data storage management application to manage data growth in Salesforce. It’s built to meet your complex data needs, like data archiving in Salesforce. DataArchiva Native Archiving is how data is archived within the Salesforce system called BigObjects. Whereas DataArchiva External Archiving app uses third-party clouds like AWS, to archive Salesforce data within your databases like MySQL, MS SQL, Redshift, or Postgres.
Let’s understand how you can archive Salesforce data using AWS cloud & how DataArchiva plays its part.
Step 1: Integrating Salesforce with AWS
In simple terms, Salesforce-AWS integration is a way of connecting both clouds. This requires a connector/integration tool which can be anything between a custom-built API, Salesforce Connectors, or any 3rd party integrators. Building custom APIs can be time-intensive and Salesforce Connectors or 3rd party integrators can charge you a hefty subscription cost. For a smart choice, consider DataArchiva. It supports Salesforce-AWS Integration without any 3rd party apps, reducing dependencies and minimizing the cost of Salesforce data archiving.
Step 2: Select An Archive Location
Once Salesforce is connected to the AWS cloud, the next step is to determine the data’s archive destination. As far as good archiving practice is concerned, it’s better to create archives in self-owned repositories or databases. Enterprise-owned databases promise better compliance, compared to shared repositories, and promise complete ownership of your data. Instead of holding data in a shared library, DataArchiva leverages its user’s AWS cloud to archive data from Salesforce to any database assigned by the user.
Step 3: Set Up An Archive Process
After the initial configuration is complete, it’s time to set up an archiving process in Salesforce. Decide which objects are contributing the most to the org’s data growth and choose to archive. Archiving via AWS is an expert’s job. Therefore, DataArchiva comes with no-code flexibility in data archiving. It comes with accurate indexing of the record tables, maximizes query efficiency, and performs the archiving request with one click of a button.
Step 4: Schedule Data Archrivals
Data archiving has two ways – manual and automatic. For routine archival; connecting, locating, and setting up with AWS every time, to archive data from Salesforce, can be tedious. Whereas DataArchiva is uniquely configured for Salesforce to archive Salesforce data via AWS. Its auto-scheduler can set the data archiving process on an hourly, daily, weekly, quarterly, or monthly basis for a complete plug-and-play feel.
Users can also opt for policy-based archiving in DataArchiva to set up various archiving jobs based on their data retention policies. Most uniquely, customers can actively run multiple archiving jobs all at once. It’s feather-light to run any archiving job in the backend. In a nutshell, DataArchiva comes with all the capabilities to breeze data archiving automation in Salesforce.
This is all about how you can archive your Salesforce data using AWS cloud for the next in the series we have saved up the best.
If you are new to Salesforce data archiving and unsure about how having an archiving app could benefit you in running your business processes in Salesforce Cloud. We will take you through each one, in this blog series. If you need in-depth product knowledge on DataArchiva, schedule a demo today.