Webinar Digest: How to Ensure Compliance and Security in Salesforce Data Archive

Yet another webinar, another successful attempt!

Glad to hear that our webinar was a smashing hit! As they say, “All good things come to those who wait,” it seems like our much-awaited webinar on How to Ensure Compliance and Security in Salesforce Data Archive was no exception. In case you missed any part of it, fear not; we’ve got you covered with a quick rundown of all the highlights. So, sit back, relax, and get ready to relive the magic of our unforgettable session!

Before we start with the highlights, let’s take a moment to appreciate our speakers Ratish Kumar (AVP, Product Owner) and Sambit Samant (Principal Consultant, Products) for hosting such an outstanding live webinar for the enthusiastic audience. They nailed the event with their vim, vigor, and incredible insights.

Now, let’s get back to the highlights of the webinar. 

Salesforce Data Archiving: The Need of the Hour 

Sambit began the session by expounding on why businesses need data archiving in Salesforce and how they can achieve it easily with DataArchiva. He explained the reasons ranging from storage space optimization and cost-effectiveness to compliance and security standards that necessitate embracing a Salesforce data archiving strategy. 

Nextly, Sambit took a short walk through several ways to archive unused Salesforce data. He introduced a few options including Big Objects, external storage platforms, and On-premise systems that DataArchiva can use to keep the archived data as per the business preference. He also explained how to get the maximum ROI from Salesforce data archiving by bolstering a long-term data retention strategy, gaining data ownership, monitoring objects usage trends, etc. 

Why you need data archiving in Salesforce

The Role of Archiving in Compliance Management

Here comes the important part: data archiving and compliance. Sambit took a deep dive into how DataArchiva can buttress businesses’ compliance demands by meeting their long-term data retention needs, enabling the Right to be Forgotten, maintaining data integrity, etc, to make sure that the data archiving process never hurts their policies and business workflow.  

Role of Salesforce data archiving in compliance management

After that, Sambit handed it over to Ratish to lead the rest of the webinar session. Ratish began his part by explaining how DataArchiva can be an asset for businesses in terms of implementing a powerful data archiving strategy that helps them better manage the data, and gain ultimate data control over it by powering up the security standards. He also explained the platforms supported by DataArchiva to keep the archived data, which were Big Objects, AWS, Azure, GCP, and On-premises platforms.

How DataArchiva archives Salesforce data

Six Ways DataArchiva Ensures Security and Compliance

Seamlessly, Ratish entered into the crux of the conversation — how DataArchiva ensures compliance and security in Salesforce data archiving. Let’s briefly take a look into the key points on which he threw light;

  • Encryption: As data encryption is the first step toward data security, DataArchiva encrypts the users’ valuable information such as credit card details and security numbers that shouldn’t be exposed in the archived location. 
  • Native to Salesforce: With DataArchiva, the users have the option to archive their old records at a 100% native level within Salesforce using Big Objects, which helps the data stay within the CRM platform. 
  • Intelligence: The users will have plenty of advanced options such as the selection of the Objects, setting the archive scheduler, exclusion of the compliance data from the archive, and one-click restoration. 
  • Data Purging: In order to meet GDPR and other compliance needs, when a user raises a data deletion request, it needs to be deleted from the archived location as well. DataArchiva supports the purging of RTBF data.
  • Data Management: They can efficiently manage data by keeping their live data in the production org and old data in the archived location by gaining ultimate data ownership and eliminating costs associated with additional storage purchases.
  • Access Control: Be it Object level accessibility or Record level accessibility, you can set the criteria for data access even after the archiving process with DataArchiva.

Meanwhile, check for the complete presentation here

The Wrap-up

It was about to wind up the webinar. By the end of the live session, there were a lot of questions poured in from participants and our speakers managed to answer most of them. But within the time constraints, they concluded the session and promised that they would answer everyone’s queries via email. 

On that note, we’re also buttoning up this blog. You can check for the recorded version of the webinar or reach out to us for more details. 

See you in the next webinar! 

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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