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A Next-gen Salesforce Data Management Strategy
From Smart Storage & Performance Management to Compliance & Security Brilliance
Barun Kumar
AVP, Chief Architect
Ratish Kumar
AVP, Product Owner
Key Takeaways
● The Evolution of Salesforce
● Salesforce Data Management: Types & Usage
● Data Archiving with DataArchiva
● Customer Success [RACV & NRL]
● File Management with XfilesPro
The Evolution of Salesforce
Data Management in Salesforce
Customer
360
Security
Accessibility
Compliance
Key Focus
Storage
Costs
Impact on
Productivity
Challenges
Types of Data in Salesforce
Business
Records
Daily
Business
Activity
Integrations
Managed
Package
Application
Files
Email
Attachments
Chatter
3rd-party
Doc Gen
Apps
Do You Really Use All These Data Everyday?
Compliance
Long-term Retention
to Meet Data Policies
Easy Access to the Data
Security
Secure Data Access
Based on User & Profiles
Encryption of PII
Information
No Data Movement Out
of Secured Network
Protocols
Security Management
03
● Own your data & Infrastructure
● Secure data transfer
● Encryption
● Access Management
Compliance Management
02
● Long-term Data Retention
● Seamless Accessibility & View
● Ability to Restore
● Maintain Data Integrity
● GDPR
Storage Management
01
● Big Objects or External RDBMS System
● Manual, Schedule, Policy-based Archive
● Preserved Complex Object Relationships
● Enhanced App Performance
Data Archiving with DataArchiva
Customer Success
File Management Best Practices
Move files to a
centralized location
Arrange files in a
proper folder structure
Segregating files
based on their
business needs
Tag files for
reporting & search
Syncing files from
various systems
Share files
seamlessly
Advanced File Management with XfilesPro
Tagging
05
● Apply tag on exported files
● Easy access and generate reports using tag from both the sides
04
Bidirectional Sync
Component
03
● Upload files from Salesforce or External file storage
● View and manage them from both the ends
● Smart Syncing of files from external storage to Salesforce
02
● Any complex folder structure
● Conditional folder structure
Centralized Location
01
● Bring your external file storage: SharePoint, Amazon S3, OneDrive,
Google Drive
● Integrate with Salesforce
Custom Folder Structure
Template Folder Structure
● Helps business to set a common folder across all records under an
object
● Auto create template folders on record creation
Customer Success
Q&A
To know more about DataArchiva & its capabilities,
please get in touch with us
sales@dataarchiva.com

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Next-gen Salesforce Data Management Strategy: Storage, Performance, Compliance, and Security Brilliance

  • 1. A Next-gen Salesforce Data Management Strategy From Smart Storage & Performance Management to Compliance & Security Brilliance Barun Kumar AVP, Chief Architect Ratish Kumar AVP, Product Owner
  • 2. Key Takeaways ● The Evolution of Salesforce ● Salesforce Data Management: Types & Usage ● Data Archiving with DataArchiva ● Customer Success [RACV & NRL] ● File Management with XfilesPro
  • 3. The Evolution of Salesforce
  • 4. Data Management in Salesforce Customer 360 Security Accessibility Compliance Key Focus Storage Costs Impact on Productivity Challenges
  • 5. Types of Data in Salesforce Business Records Daily Business Activity Integrations Managed Package Application Files Email Attachments Chatter 3rd-party Doc Gen Apps
  • 6. Do You Really Use All These Data Everyday?
  • 7. Compliance Long-term Retention to Meet Data Policies Easy Access to the Data Security Secure Data Access Based on User & Profiles Encryption of PII Information No Data Movement Out of Secured Network Protocols
  • 8. Security Management 03 ● Own your data & Infrastructure ● Secure data transfer ● Encryption ● Access Management Compliance Management 02 ● Long-term Data Retention ● Seamless Accessibility & View ● Ability to Restore ● Maintain Data Integrity ● GDPR Storage Management 01 ● Big Objects or External RDBMS System ● Manual, Schedule, Policy-based Archive ● Preserved Complex Object Relationships ● Enhanced App Performance Data Archiving with DataArchiva
  • 10. File Management Best Practices Move files to a centralized location Arrange files in a proper folder structure Segregating files based on their business needs Tag files for reporting & search Syncing files from various systems Share files seamlessly
  • 11. Advanced File Management with XfilesPro Tagging 05 ● Apply tag on exported files ● Easy access and generate reports using tag from both the sides 04 Bidirectional Sync Component 03 ● Upload files from Salesforce or External file storage ● View and manage them from both the ends ● Smart Syncing of files from external storage to Salesforce 02 ● Any complex folder structure ● Conditional folder structure Centralized Location 01 ● Bring your external file storage: SharePoint, Amazon S3, OneDrive, Google Drive ● Integrate with Salesforce Custom Folder Structure Template Folder Structure ● Helps business to set a common folder across all records under an object ● Auto create template folders on record creation
  • 13. Q&A
  • 14. To know more about DataArchiva & its capabilities, please get in touch with us sales@dataarchiva.com