The document discusses 5 tips for effective Salesforce data management: 1) Set clear data goals for retention, purging, and archiving. 2) Employ data archiving strategies to move older data to cheaper storage while keeping it accessible. 3) Utilize external storage options like clouds or on-premise platforms to archive Salesforce data and free up space. 4) Implement robust data backup processes to safeguard information and enable restoration in case of data loss or disaster. 5) Monitor and optimize data usage by analyzing utilization reports to identify growth areas and streamline processes accordingly.

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

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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

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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

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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

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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

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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
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