Table of Contents
What is the best way to archive data in Salesforce?
The good thing is that Salesforce comes with a number of tools that can help you do that. Examples of such tools include the Data Storage Optimizer which was designed for Salesforce.org customers and Big Objects which helps Salesforce users to archive their data without the need for an external application.
What are the types of storage in Salesforce?
Salesforce has two types of storage i.e. Data storage and File storage. File storage includes attachments, items a user has uploaded into the Documents tab, and Salesforce CRM Content.
What happens when you reach the Salesforce data storage limit?
When you reach the Salesforce Data Storage limit, Salesforce will send an email to your administrator informing them that they must either: More Salesforce Data Storage should be purchased.
Are task Records taking up the bulk of storage?
On inspecting Storage Usage, I found that Task records were taking up the bulk of storage. There are around 100 K Task records. Also when I run the query – Select count () from Task – it returns zero records. So my assumption is that all of these tasks are archived. I need to delete these archived Tasks, but I ‘m running into road blocks.
How do I reduce storage usage in Salesforce?
Increase StoragePurchase more storage space, or add user licenses in Professional, Enterprise, Unlimited, and Performance Editions.Delete outdated leads or contacts.Remove any unnecessary attachments.Delete files in Salesforce CRM Content.
How do I mass delete archived tasks in Salesforce?
Option 2Click on the Export All button (the Export button will not work in this particular case)Select Tasks or Events.Select the Id field and other desired fields for export and set a condition filter: IsArchived Equals TRUE.Click on Add Condition.Finish.
How much storage does a Salesforce record take?
2KbFor most objects, the standard rule of thumb is that each record takes up 2Kb of storage space. That 2Kb is best thought of as a “total reserved size” for the record – the actual storage space used could be less if the full 2Kb isn’t used (because not all fields on a record are filled).
What is archive activity Salesforce?
Salesforce archives the activity again when it meets the criteria in the future. For example, imagine that a task was created 365 days ago with no due date. It was closed some time earlier and is archived today, 365 days after its creation.
Can you bulk delete tasks in Salesforce?
You can mass delete tasks via the Mass Delete Tool or by running a report or export, then delete the records with the Data Loader.
How long are activities stored in Salesforce?
In order to provide an optimal reporting system, Salesforce automatically archives activities Events with an end date greater than 365 days ago. For Tasks, Salesforce will archive anything with a due date greater than 365 days ago or anything with no due date created 365 days ago.
How is storage calculated in Salesforce?
They are a junction of two individual records, an Account and a Contact. For example, 500,000 Person Accounts will require around 2GB of storage. Storage needed = (500000 X 4KB)/1024 = 1953.125 MB which when further divided by 1024 = 1.9073 GB which is around 2GB.
How does Salesforce charge for storage?
You can buy extra storage. Using Salesforce, expect to pay as follows: Data storage in blocks of 50 or 500MB, at $125USD/month for 500MB. File storage at $5USD/month for each extra gigabyte.
What is considered as data storage in Salesforce?
Salesforce storage is divided into 2 categories – file storage and data storage. File storage is allocated space to store files (e.g., attachments, user photos, and documents). Data storage is allocated space used to store records (e.g., Accounts, Opportunities and Cases).
How do I query archived activities in Salesforce?
You can use queryAll() to query on all TASK and EVENT records, archived or not. You can also filter on the isArchived field to find only the archived objects.
How do I view archived activities in Salesforce?
Salesforce archives activities (tasks and events) that are over a year old. You can use queryAll() to query on all Task and Event records, archived or not. You can also filter on the isArchived field to find only the archived objects.
How do I unarchive a task in Salesforce?
Unarchive TasksUse the Salesforce global search to search for the archived task.From the search results, open the task.In the task details, click Edit.In the Edit dialog that comes up, uncheck the Archived checkbox.Click Save.
What is Salesforce data storage?
The term “ Salesforce Data Storage ” refers to the designated space for storing records (e.g., Accounts, Opportunities, and Cases).
How is the quantity of storage determined in Salesforce?
The quantity of storage you get for each storage type is determined by your Salesforce edition and the number of users you have (see the table below for a breakdown).
What are some examples of Salesforce tools?
The good thing is that Salesforce comes with a number of tools that can help you do that. Examples of such tools include the Data Storage Optimizer which was designed for Salesforce.org customers and Big Objects which helps Salesforce users to archive their data without the need for an external application.
How much does Salesforce Data Storage cost?
It offers 4 pricing editions – Essentials, Professional, Enterprise, unlimited. The Essential package will cost you $25 per user per month, which will give the basic access to Salesforce Data Storage.
Why do companies use Salesforce?
With Salesforce, companies are able to establish better connections with partners and potential customers. Companies also use Salesforce to market to customers, track customer activity, and perform many other activities. When using Salesforce, the amount of data that you’re handling may grow too big. Due to this, you need to come up …
How much storage does Contact Managers get?
The File Storage allocation per user license for Contact Managers, Groups, and Professionals gets 612 MB, Enterprise and Unlimited edition get 2 GB.
How to reduce the size of data?
Reduce the size of data by archiving it because reducing the volume of data cuts the cost of using Cloud Storage and also increases the performance.
What tool to use to schedule backups?
Use a tool like Data Loader to schedule backups.
Can advancement teams keep up with fundraising goals?
Advancement teams can’t keep up with fundraising goals without storing data for decades of graduates.
Can you access archived data without restoring it?
Ensure the location you choose to store archived data has its own reporting tools so you can directly access the data without restoring it.
Can institutions determine which data is being actively used in Salesforce?
Institutions often can’t determine which data is being actively used in their Salesforce orgs.
Should Salesforce backups be encrypted?
If data is encrypted in your Salesforce org for regulatory or other reasons, backup copies should be encrypted too.
Before you request an Archive Days increase
Limit increases will affect activity reporting and list view performance and even potentially cause them to time out as more records become available, especially if they are not correctly scoped by date ranges (For example, ‘Created Date’ equals ‘This Year’).
How to increase your Archive Days limit
Change the Archive Days limit by Creating a Support Case and selecting ‘Feature activation and limits’ as your topic. Please provide the following information in the description:
What is Salesforce storage?
Salesforce is one if the leading CRM platforms used across the globe. According to Girikon’s Salesforce Consultants it is one of the largest and widely used CRM software in the market. Salesforce has two types of storage i.e. Data storage and File storage. File storage includes attachments, items a user has uploaded into the Documents tab, and Salesforce CRM Content. Contact Manager, Group, Professional, Enterprise, Performance, and Unlimited Editions are allocated 10 GB of file storage per org. Essentials edition is allocated 1 GB of file storage per org. All other data, including activities is considered a record and counts towards your Data Storage allocation. Data Storage limits for every Contact Manager, Group, Enterprise, Professional and as well Performance editions are calculated at either 1 GB or on a per user limit (20 MB per user) whichever is required for production orgs. For a business keeping their expenses in check keeping an eye on storage limits is the main goal.
What happens when you click on archive?
When clicking on archive, the emails in the related list gets archived or gets stored as an attachment. Before sending or receiving the email. After sending the email. The email is showed in the email related list and the data storage is increased. When the archive button is clicked.
What does Visual Force ask you?
A visual force page pops up to ask you that “Are you sure you want to archive?”
Is email retrieval necessary after archived?
Email retrieving is also necessary after the user has archived as per the step above to be viewed at a future date. There is also an opportunity for the user to delete the emails.
Is Salesforce a good CRM?
We all agree that Salesforce is a great CRM but when it comes to licence pricing it can get very expensive when you consider licence per users etc. If the organisation’s concern is storage cost and the users are continually uploading data at an alarming rate, then it is important to apply Girikon’s strategy for managing the orgs data. Emails and Cases are very crucial pieces of information and they can take up a lot of space. Each email takes around 2Kb – 10Kb data (it varies on a case by case basis depending on the email content) and each attachment sent alongside the email can be up to 20Mb. Management of the orgs data can be more effective by managing by archiving and then restoring the emails when needed.
