Table of Contents
How can I archive my data outside of Salesforce?
If you are looking to archive your data outside of Salesforce, then DataConnectiva offers you an option to integrate any external database (Redshift, Postgres, Oracle, SQL server) with your Salesforce app for seamless archival. Check the app here.
What is data archiving in Salesforce and why is it important?
Therefore Salesforce enterprises are always on the lookout for effective data management strategies to ease this process. Data Archiving in Salesforce has proved to be one of the most adopted approaches when it comes to managing data growth & optimizing storage usage.
How to archive your data?
When it comes to archiving the data, 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.
How to manage data storage in Salesforce?
You can even view your total storage in Salesforce divided by data and file storage. When it comes to archiving the data, 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.
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Can you archive data in Salesforce?
Data Archiving in Salesforce has proved to be one of the most adopted approaches when it comes to managing data growth & optimizing storage usage. According to the recent Salesforce Data Archiving Trends, companies are actively looking for enterprise-level data archivers to keep their historical data.
What is the best way to archive data?
Method two: Grab two or three USB 3.0 external hard drives, back up your important data to them, write-protect them, then store one locally and put one in a safe deposit box, or send it to a trustworthy relative. Every couple of years, refresh the archive, i.e., copy it off, then copy it back again.
How do I archive accounts in Salesforce?
Want to improve this question?Create a checkbox ‘Archived’Create a workflow that will make the value true based on a criteria.Move the record with Archived value == true to a Custom Object called ‘Archived Accounts’
How do I create a data archive?
How to Create a Database DAT File in NotepadRight-click anywhere on the computer’s desktop and move your mouse cursor over the “New” option. … Type the fields that you want to be present in the DAT file in the Notepad document. … Click the “File” menu and select the “Save As” option.More items…
How is data archived?
Secure data archiving is the process of collecting older data and moving it to a protected location so that it can be retrieved if needed in a data forensics investigation. Archives are distinct from backups. With data archiving, the information is moved to free up storage resources.
What is difference between archive and backup?
Definitions: A backup is a copy of your current data that you use to restore original data if it’s ever damaged. An archive is historical data you must keep long-term retention reasons, such as compliance.
Can I archive contacts in Salesforce?
When archiving, the user can select an “Archive Reason” that is a custom pick-list. Then the contact will no longer show in the Account, but you will be able to “Show Archived Contacts” so you can see them and their activity again.
What is a Salesforce big object?
A big object stores and manages massive amounts of data on the Salesforce platform. You can archive data from other objects or bring datasets from outside systems into a big object to get a full view of your customers. From Setup, you can create a custom big object and define its fields and index.
Introduction
As your business grows, you’re going to be gathering more and more clients, which means you’re collecting more and more data about them as well – new Opportunities to do business with them, new Activities every time they send an email or give you a phone call, and new Cases to help them out on their journey with your business.
What Is Data Archiving?
Imagine it this way: you have a pig-shaped money box, like the one you likely had as a child. Every day, you diligently save your hard-earned coins by putting them in the moneybox. Eventually, there comes a point in time where your money box is full – which is great! The only problem is that you want to keep saving. You have a few options:
Data Archiving Solutions
There are a number of data archiving methods and best practices that you’ll need to consider when creating a data archiving strategy and selecting the right Salesforce data archiving tool for your business.
Differences Between Data Backup and Archive
The difference between a data backup and data archive is quite simple: when you backup your data, you’re taking a copy that can be accessed if things go wrong.
Summary
So, there you have it! Now you know all about Salesforce Data Archiving, methods of how to archive your Salesforce data off the platform, as well as some best practices in doing so. You’re also now aware of the difference between data backup and archiving, and how to put together a data archiving strategy that best suits your business.
What is archive360?
Archive360’s integrated archiving and information management platform deliver s integrated archiving and management for all your Salesforce data . Unlike other archiving products that only manage emails (and attachments) and Chatter, with Archive360 your can archive and manage your all Salesforce CRM data and communications – emails with attachments and Chatter.
Why is Salesforce so slow?
In addition to bumping up against your allocated storage limitations, growing volumes of data also cause Salesforce to become slow and unresponsive. Once again, you face the choice of buying additional storage, deleting data, or archiving it.
Does Archive360 work with Salesforce?
Archive360 for Salesforce ensure your Salesforce is infinitely scalable, so you don’t need to keep buying additional Salesforce storage. Automatically manage your Salesforce storage limitations and reduce costs by purging your Salesforce data.
Is Salesforce data stored in the cloud?
All Salesforce data is archived and stored in its native format, so you can secure it, search it, and leverage AI and ML once it’s archived in the cloud. Plus, you can extract it at any time, with zero data ransoming or additional charges.
Why is data important for business?
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 the large data volume and identifying less used data that can be archived to a safe and secure storage location for future use.
Does Salesforce have storage?
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.
Does Salesforce have data backup?
Though Salesforce offers some data backup & archiving, it is not necessary that it will archive the data your organization needs. The type of data that is important might differ from business to business. It is important to find a 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, the ability to retain data as long as you want, the ability to access the archived data without any hassle, an option to restore whenever required, and must offer you seamless user experience.
What is Salesforce data archiving?
Data Archiving in Salesforce has proved to be one of the most adopted approaches when it comes to managing data growth & optimizing storage usage. According to the recent Salesforce Data Archiving Trends, companies are actively looking for enterprise-level data archivers to keep their historical data. This also enables them to efficiently respond to legal discovery requests & data retention policies, ensure compliance with government policies, improve application performance & employee productivity, and most importantly reduce huge storage costs. For a Salesforce user, there are various data archiving options available & companies can opt for a solution that can fit into their data archiving needs.
Why is data management important in Salesforce?
Efficient Data Management techniques and analytics play a crucial role in shaping the success story of any progressive global enterprise. Therefore Salesforce enterprises are always on the lookout for effective data management strategies to ease this process.
What is an external object in Salesforce?
Custom External Objects – The external objects are similar to custom objects in Salesforce with the only difference that in external objects, the record data is stored outside the Salesforce Org. Each external object is associated with an external data source definition in the Salesforce organization which specifies how to access the external system. This solution works best for enterprises where data security is not a critical concern.
What are the challenges of Salesforce?
But this massive volume of data comes with plenty of challenges while residing in a Salesforce system such as high storage costs, poor application performance, security & scalability issues, data compliance, and governance. Things become a little more complicated if the business belongs to highly data-driven industries such as healthcare, financial, government, telecom, high-tech, and the education sector.
Is Heroku Connect archiving?
However, this is not purely built for archiving purposes. Heroku Connect is known for CRM Multi-Org Consolidation, Business Intelligence, etc. Data Extraction – Simple data extraction process can also be utilized for archiving the important Salesforce data.
What is Salesforce archive?
An archive includes historical, rarely-used Salesforce data located out of production. Upon archiving, the information moves to for future use. Archiving is about selecting subsets of data from production environments to move to external, long-term storage.
What is standard archiving in Salesforce?
Then standard archiving – That is really just about keeping that historical data archive – moving data off the standard Salesforce platform into cold storage where it is available if needed.
Why do you need a Salesforce backup?
You can use your data backup as a copy of your entire Salesforce production/sandbox environment to quickly restore in the event of accidental data loss or corruption caused by human error, bad code, or malicious intent.
Can Bing be used for Salesforce?
Bing your big data to Salesforce for custom Lightning apps with all of your data. This means leveraging big objects to store data from multiple applications, not just Salesforce, and then being able to create custom applications on the Salesforce Platform using that big data. Maybe for a 360 degree view of the customer or an operational risk management application.
Why do we need to archive Salesforce?
The most obvious requirement to archive Salesforce data is to reduce storage overheads. Salesforce doesn’t include a comprehensive archiving mechanism, instead industry experts recommend incorporating a third-party archiving application or delete aging data as needed. Many companies eventually run into Salesforce data storage limitations and face the need to either delete or archive data to free up space. Purchasing additional storage can cost $125 per month for 500 MB per year. For most organizations, this option isn’t economical, especially if email and other Salesforce group collaboration applications are used. However, the need to archive Salesforce data goes way beyond addressing inherent storage limitations.
Who is Bill from Archive360?
Bill is the Vice President of Global Compliance for Archive360. Bill brings more than 29 years of experience with multinational corporations and technology start-ups, including 19-plus years in the archiving, information governance, and eDiscovery markets. Bill is a frequent speaker at legal and information governance industry events and has authored numerous eBooks, articles and blogs.
Learning Objectives
See more on trailhead.salesforce.com
Retaining, Archiving, and Accessing Data
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Whether you’re using Sales Cloud, Service Cloud, Marketing Cloud, or you’ve built connected apps, a substantial amount of data is likely to be generated and pushed into your org at any given time. This presents some challenges. Data is gold, and deleting it can be out of the question because of its value. If you’ve ever encountered cases like these, implementing an archiving strategy may b…
Consolidating Multiple Salesforce Organizations
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Most users have multiple orgs. If you’ve ever tried to share the data between them, you may have had some difficulties attempting to merge. One way to mitigate these problems is to use Salesforce Connect and the hub-and-spoke model. In this model, all of the data flows from the hub org to all of the spokes, or secondary orgs. On the other hand, Heroku Connect also helps t…
Use Case: Consolidating Siloed Department ORG Data
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A large retail chain has come to Cloudy Consulting in need of a way to centralize customer data from two sales orgs and a service org they own. Meanwhile, they are also interested in creating an individual customer experience for each line of business (LOB) they offer. After reviewing the customers needs, Robert decides to use Heroku Connect, Salesforce Connect, and the add-on H…
One More Thing…
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Salesforce Connect can bring up to 100 tables of data from a single source integration. For example a customer is using multiple data sources for different objects. Although there is no maximum on the amount of connections that you can have, there are Salesforce Connect licenses that are needed for each source you’re integrating with. If you have multiple source systems an…
Resources
- Trailhead:Salesforce & Heroku Integration
- Salesforce Documentation:High Data Volume Considerations for Salesforce Connect
- Salesforce Documentation:OData Callout Rate Limit Considerations for Salesforce Connect
- Salesforce Documentation:Hub and Spoke Model
Introduction
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As your business grows, you’re going to be gathering more and more clients, which means you’re collecting more and more data about them as well – new Opportunities to do business with them, new Activities every time they send an email or give you a phone call, and new Cases to help them out on their journey with your business. It’s no secret that Salesforce doesn’t have the cheapest …
What Is Data Archiving?
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Imagine it this way: you have a pig-shaped money box, like the one you likely had as a child. Every day, you diligently save your hard-earned coins by putting them in the moneybox. Eventually, there comes a point in time where your money box is full – which is great! The only problem is that you want to keep saving. You have a few options: 1. Stop putting money in the moneybox. This isn’t i…
Data Archiving Solutions
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There are a number of data archiving methods and best practices that you’ll need to consider when creating a data archiving strategy and selecting the right Salesforce data archiving tool for your business. The first and biggest thing to consider is what data is taking up the most space in your Salesforce org, and what data could potentially be shi…
Differences Between Data Backup and Archive
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The difference between a data backup and data archive is quite simple: when you backup your data, you’re taking a copy that can be accessed if things go wrong. This will quite often be a full backup of all of your data within Salesforce that can be used to restore your org to a previous state, or allow users to access important data in the case of an outage. This is different to a dat…
What About Salesforce’s Backup and Restore Tool?
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Salesforce recently announced their own entry into the Backup and Restore space at Dreamforce 2021. Their new Platform Tool called Backup and Restore was recently made available for purchase. I haven’t yet had a chance to have hands-on experience with Salesforce Backup and Restore just yet, but I have done some research and discovered quite a bit about the new tool. A…
Summary
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So, there you have it! Now you know all about Salesforce Data Archiving, methods of how to archive your Salesforce data off the platform, as well as some best practices in doing so. You’re also now aware of the difference between data backup and archiving, and how to put together a data archiving strategy that best suits your business. Now, you are also aware of third-party tool…