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Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
5 Effective Salesforce Data
Management Tips
to Boost Sales & Streamline Operations
Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.
Set Clear Data Goals
1
● Establish guidelines for data retention
● Avoid unnecessary accumulation of irrelevant data
● Define specific timeframes for retaining different types of data
● Regularly purge or archive data that no longer serves a business purpose
● Focus more on relevance & improve system performance
● Adopt a backup strategy to safeguard your critical business data
Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.
Employ Data Archiving Strategies
2
- Implement data archiving
techniques to move older, less
frequently accessed data to
separate cheaper storage systems
- Make sure to keep the data
accessible for historical analysis if
needed
Benefits of Archiving
● Reduces data storage costs
● Optimizes data storage
● Enhances system performance
● Data Availability: now and for
decades to come
● Compliance management
Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.
Utilize External Data Storage Options while Archiving
3
Decide an archival destination
(MY SQL, MS SQL & Postgres
databases), connect Salesforce
with third-party clouds like
Heroku, Azure, AWS & GCP or
On-prem platforms to archive
Salesforce data externally
Benefits of Archiving Externally
● Frees up the space within
Salesforce
● Makes sure all business data isn't in
one place
● Ensure better data quality &
security
● Reduces additional data storage
costs in Salesforce
Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.
Implement Data Backup Processes
4
Incorporating robust backup
practices into your data management
strategy helps to safeguard
business's valuable information and
provides peace of mind knowing that
data can be effectively protected
and restored when needed
Benefits of Data Backup
● Protects mission-critical data
● Minimizes the risk of potential
data loss
● Reduces downtime
● Enables business continuity
● Plays a vital role in disaster
recovery planning
● Meets compliance requirements
Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.
Monitor and Optimize Data Usage
5
● Monitor data usage patterns
● Analyze data utilization reports within Salesforce
● Identify objects that contribute to data growth
● Optimize data models
● Streamline process flows to align with actual business needs
Level up your Data
Management Experience in
Salesforce & Drive Growth with
DataArchiva
Thank You
Get
in
Touch
www.dataarchiva.com
sales@dataarchiva.com
+1 (347) 571 9700
Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.

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5 Effective Salesforce Data Management Tips to Boost Sales & Streamline Operations

  • 1. Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved 5 Effective Salesforce Data Management Tips to Boost Sales & Streamline Operations
  • 2. Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved. Set Clear Data Goals 1 ● Establish guidelines for data retention ● Avoid unnecessary accumulation of irrelevant data ● Define specific timeframes for retaining different types of data ● Regularly purge or archive data that no longer serves a business purpose ● Focus more on relevance & improve system performance ● Adopt a backup strategy to safeguard your critical business data
  • 3. Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved. Employ Data Archiving Strategies 2 - Implement data archiving techniques to move older, less frequently accessed data to separate cheaper storage systems - Make sure to keep the data accessible for historical analysis if needed Benefits of Archiving ● Reduces data storage costs ● Optimizes data storage ● Enhances system performance ● Data Availability: now and for decades to come ● Compliance management
  • 4. Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved. Utilize External Data Storage Options while Archiving 3 Decide an archival destination (MY SQL, MS SQL & Postgres databases), connect Salesforce with third-party clouds like Heroku, Azure, AWS & GCP or On-prem platforms to archive Salesforce data externally Benefits of Archiving Externally ● Frees up the space within Salesforce ● Makes sure all business data isn't in one place ● Ensure better data quality & security ● Reduces additional data storage costs in Salesforce
  • 5. Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved. Implement Data Backup Processes 4 Incorporating robust backup practices into your data management strategy helps to safeguard business's valuable information and provides peace of mind knowing that data can be effectively protected and restored when needed Benefits of Data Backup ● Protects mission-critical data ● Minimizes the risk of potential data loss ● Reduces downtime ● Enables business continuity ● Plays a vital role in disaster recovery planning ● Meets compliance requirements
  • 6. Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved. Monitor and Optimize Data Usage 5 ● Monitor data usage patterns ● Analyze data utilization reports within Salesforce ● Identify objects that contribute to data growth ● Optimize data models ● Streamline process flows to align with actual business needs
  • 7. Level up your Data Management Experience in Salesforce & Drive Growth with DataArchiva Thank You Get in Touch www.dataarchiva.com sales@dataarchiva.com +1 (347) 571 9700 Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.