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LIVE WEBINAR
Learn External Archiving with DataConnectiva & Explore Significant Benefits it Providers to Enterprise Customers
NAME TITLE EMAIL ID
Harish Kumar Poolakade Co-Founder & Chief Architect harish@ceptes.com
Rakesh N Rao Senior Manager Product Sales rakesh.rao@ceptes.com
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
Hosted By
An External Data Archiving Solution for Salesforce
Presenters
#DataArchiva2020WebinarSeries
Learning Objectives
01
02
03
04
05
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
Salesforce Storage: Data Growth Pattern & Storage Management Options
External Storage : Challenges, Drawbacks, Expectations
DataConnectiva : Capabilities
Use Cases
Native Vs External: Differences & Similarities
#DataArchiva2020WebinarSeries
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
1
February 2020 April 2020 May 2020 June 2020 July 2020
6 Episodes
LIVE
3 4 5 62
March 2020
The Role of Data in the
Era of Digital
Transformation on
Salesforce
Unravel the Importance of
Governance with Data
Archiving
Salesforce Data
Archiving Strategies
Adopted by Healthcare
& Financial Enterprises
#DataArchiva2020WebinarSeries
Learn how Salesforce
Service Cloud &
DataArchiva has helped
businesses grow without
impacting data growth
Learn external
archiving with
DataConnectiva &
explore significant
benefits it provides to
enterprise customers
Salesforce Data Storage: An Overview
Data Growth Pattern Available Options
Option
Option
Option
1
2
3
● Review Storage
● Delete unwanted data
● Buy Additional Storage
● Using Big Objects
● Store Externally
● Cold Storage
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
Drawbacks
● Can't see the archived data
● Data security & roles
● Data integrity
● Restoring specific data
Challenges
● Setting up configurations
● Taking care of complex relations
● Setting policies
● Scheduling the process
● External data management
Expected Solution
● Store externally - View internally
● Search external data
● View archived & live data together
● View data as per rules or
permissions
● Query specific records
● Restore specific records
Storing Data Externally
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
800K
Installations
per year
Telecom
Solutions
1300+
Customers
DataConnectiva Architectural Diagram
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
DataConnectiva Capabilities
Salesforce
External
Archiving
With DC
Own your
Database
Integrates
Seamlessly
Schedule
Archiving
Leverage
Infrastructure
Schema
Changes
‘No Issues’
Set-up
Archiving
Policies
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
Use Case 1
Technology
Company
Salesforce
Service
Cloud AWS
Postgres800K
Installations
per year
Energy
& Telecom
Solutions
1300+
Customers
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
Salesforce Data Management Strategy - Archive
Value Proposition
Storage Cost Savings
Over 85%+
Archived Data View
Could view the archived data right within
their Salesforce system
Performance
Enhanced application performance
Uninterrupted customer service
Analytics
Quality data sets to run analytics
Challenges
Data Growth
30+ Standard & Customer objects configured Data
Growth : Cases
High Data Storage Costs
Reached 93% in the data storage & additional
storage cost was very high.
Data Retention
Wanted to retain data with 100% accessibility to
run analytics
Data Management Solution
Inhouse solution: Highly Expensive
External archiving: Postgres
Solutions
Data Archiving
50GB of historical data
Integration with Heroku Postgres
Implemented DataConnectiva
Initial Data Offload
50GB of historical data archived with initial
data offload
Auto-schedule
Scheduled the archiving job monthly
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
DEMO
Watch how DataConnectiva
addressed the challenges &
executed the data management
strategies?
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
Use Case 2
Top Educational
Service
Provider
Founded in 1976
Largest in North America &
offers 20+ Educational
Programs
150k+ Students
Across Various Online &
Offline Educational Courses
Salesforce System
Extensively using Salesforce
to offer their services
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
Salesforce Data Management Strategy - Archive
Value Proposition
Storage Cost Savings:
Over 85%+
Archived Data View:
Could view the archived data right within
their Salesforce system
Performance:
Enhanced application performance
Console App:
They could see the archived data using a
console app
Challenges
Data Growth:
Cases, Emails & History
High Data Storage Costs:
Reached the limit of their data storage &
additional storage cost was huge
Field History Data:
Looking to archive field history data as it was
eating up most of the storage
Data Security:
Dealing with sensitive data
External Storage:
Already AWS Postgres Infrastructure, so looking to
leverage that
Console App:
Wanted to view archived data using a Console App
Solutions
Initial Data Migration:
Over 200 GB of Field History Data
Integration with AWS Postgres:
Implemented DataConnectiva & integrated
Salesforce System with AWS Postgres
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
DEMO
Watch how DataConnectiva
addressed the challenges &
executed the data management
strategies?
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
Archiving Options : Differences & Similarities
Native Storage
Global Search - Not Possible
Einstein Analytics
No External Infrastructure Required
Big Data
Big Objects External Storage
External Database - Cloud/On-premise
Global Search - Possible
All types of Analytics
External Infrastructure Required
Relational Database
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
● Archiving features are same
● More Flexibility to Customers
● Data Storage Cost Savings
● Long-term Data Retention
● 100% Data Accessibility
● Enhanced CRM Performance
#DataArchiva2020WebinarSeries
03
01
04
02
05
08
06
09
07
10
External
Storage
Auto
Scheduler
Archiving
Policy
Data
Integrity
Auto Metadata
Sync
Encryption
at Rest
Complex Data
Relationship
FAT & SAT
Archiving
Restore
Import/Export
● Platforms - AWS, Google, Azure,
Heroku etc.
● Databases - Postgres, Redshift,
SQL, Oracle etc.
● Schedule the archiving job on
an hourly, daily, or weekly
basis
● Set custom archiving policy
● View archived data right
from the Salesforce system
● Supports encryption.
● Data will be encrypted in Big
Objects
● Takes care of complex data
relationships of any level
without losing data & integrity
● Supports Field Audit Trail &
System Audit Trail data
archiving
● Restore all the archived
records with a click
● Move DataArchiva configuration
from one Org to another Org
● Takes care of synchronizing
schema changes e.g
addition/removal of fields & data
types
Top Features
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
#DataArchiva2020WebinarSeries
1
February 2020 April 2020 May 2020 June 2020 July 2020
6 Episodes
NEXT
3 4 5 62
March 2020
The Role of Data in
the Era of Digital
Transformation on
Salesforce
Unravel the
Importance of
Governance with
Data Archiving
Salesforce Data
Archiving
Strategies Adopted
by Healthcare &
Financial
Enterprises
Learn how Salesforce
Service Cloud &
DataArchiva has
helped businesses
grow without
impacting data growth
Learn external
archiving with
DataConnectiva &
explore significant
benefits it provides to
enterprise customers
Data & File
Storages are
limited in
Salesforce. Learn
how Data and File
archiving can
transform your
storage needs.
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
Q&A
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
Write to us at
contact@dataarchiva.com
Thank
You
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries

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Salesforce Data Management: How Salesforce Data Can be Archived to Various External Databases

  • 1. LIVE WEBINAR Learn External Archiving with DataConnectiva & Explore Significant Benefits it Providers to Enterprise Customers NAME TITLE EMAIL ID Harish Kumar Poolakade Co-Founder & Chief Architect harish@ceptes.com Rakesh N Rao Senior Manager Product Sales rakesh.rao@ceptes.com Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved Hosted By An External Data Archiving Solution for Salesforce Presenters #DataArchiva2020WebinarSeries
  • 2. Learning Objectives 01 02 03 04 05 Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved Salesforce Storage: Data Growth Pattern & Storage Management Options External Storage : Challenges, Drawbacks, Expectations DataConnectiva : Capabilities Use Cases Native Vs External: Differences & Similarities #DataArchiva2020WebinarSeries
  • 3. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries 1 February 2020 April 2020 May 2020 June 2020 July 2020 6 Episodes LIVE 3 4 5 62 March 2020 The Role of Data in the Era of Digital Transformation on Salesforce Unravel the Importance of Governance with Data Archiving Salesforce Data Archiving Strategies Adopted by Healthcare & Financial Enterprises #DataArchiva2020WebinarSeries Learn how Salesforce Service Cloud & DataArchiva has helped businesses grow without impacting data growth Learn external archiving with DataConnectiva & explore significant benefits it provides to enterprise customers
  • 4. Salesforce Data Storage: An Overview Data Growth Pattern Available Options Option Option Option 1 2 3 ● Review Storage ● Delete unwanted data ● Buy Additional Storage ● Using Big Objects ● Store Externally ● Cold Storage Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries
  • 5. Drawbacks ● Can't see the archived data ● Data security & roles ● Data integrity ● Restoring specific data Challenges ● Setting up configurations ● Taking care of complex relations ● Setting policies ● Scheduling the process ● External data management Expected Solution ● Store externally - View internally ● Search external data ● View archived & live data together ● View data as per rules or permissions ● Query specific records ● Restore specific records Storing Data Externally Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries
  • 6. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries
  • 7. 800K Installations per year Telecom Solutions 1300+ Customers DataConnectiva Architectural Diagram Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries
  • 8. DataConnectiva Capabilities Salesforce External Archiving With DC Own your Database Integrates Seamlessly Schedule Archiving Leverage Infrastructure Schema Changes ‘No Issues’ Set-up Archiving Policies Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries
  • 9. Use Case 1 Technology Company Salesforce Service Cloud AWS Postgres800K Installations per year Energy & Telecom Solutions 1300+ Customers Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries
  • 10. Salesforce Data Management Strategy - Archive Value Proposition Storage Cost Savings Over 85%+ Archived Data View Could view the archived data right within their Salesforce system Performance Enhanced application performance Uninterrupted customer service Analytics Quality data sets to run analytics Challenges Data Growth 30+ Standard & Customer objects configured Data Growth : Cases High Data Storage Costs Reached 93% in the data storage & additional storage cost was very high. Data Retention Wanted to retain data with 100% accessibility to run analytics Data Management Solution Inhouse solution: Highly Expensive External archiving: Postgres Solutions Data Archiving 50GB of historical data Integration with Heroku Postgres Implemented DataConnectiva Initial Data Offload 50GB of historical data archived with initial data offload Auto-schedule Scheduled the archiving job monthly Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries
  • 11. DEMO Watch how DataConnectiva addressed the challenges & executed the data management strategies? Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries
  • 12. Use Case 2 Top Educational Service Provider Founded in 1976 Largest in North America & offers 20+ Educational Programs 150k+ Students Across Various Online & Offline Educational Courses Salesforce System Extensively using Salesforce to offer their services Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries
  • 13. Salesforce Data Management Strategy - Archive Value Proposition Storage Cost Savings: Over 85%+ Archived Data View: Could view the archived data right within their Salesforce system Performance: Enhanced application performance Console App: They could see the archived data using a console app Challenges Data Growth: Cases, Emails & History High Data Storage Costs: Reached the limit of their data storage & additional storage cost was huge Field History Data: Looking to archive field history data as it was eating up most of the storage Data Security: Dealing with sensitive data External Storage: Already AWS Postgres Infrastructure, so looking to leverage that Console App: Wanted to view archived data using a Console App Solutions Initial Data Migration: Over 200 GB of Field History Data Integration with AWS Postgres: Implemented DataConnectiva & integrated Salesforce System with AWS Postgres Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries
  • 14. DEMO Watch how DataConnectiva addressed the challenges & executed the data management strategies? Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries
  • 15. Archiving Options : Differences & Similarities Native Storage Global Search - Not Possible Einstein Analytics No External Infrastructure Required Big Data Big Objects External Storage External Database - Cloud/On-premise Global Search - Possible All types of Analytics External Infrastructure Required Relational Database Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved ● Archiving features are same ● More Flexibility to Customers ● Data Storage Cost Savings ● Long-term Data Retention ● 100% Data Accessibility ● Enhanced CRM Performance #DataArchiva2020WebinarSeries
  • 16. 03 01 04 02 05 08 06 09 07 10 External Storage Auto Scheduler Archiving Policy Data Integrity Auto Metadata Sync Encryption at Rest Complex Data Relationship FAT & SAT Archiving Restore Import/Export ● Platforms - AWS, Google, Azure, Heroku etc. ● Databases - Postgres, Redshift, SQL, Oracle etc. ● Schedule the archiving job on an hourly, daily, or weekly basis ● Set custom archiving policy ● View archived data right from the Salesforce system ● Supports encryption. ● Data will be encrypted in Big Objects ● Takes care of complex data relationships of any level without losing data & integrity ● Supports Field Audit Trail & System Audit Trail data archiving ● Restore all the archived records with a click ● Move DataArchiva configuration from one Org to another Org ● Takes care of synchronizing schema changes e.g addition/removal of fields & data types Top Features Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries
  • 17. #DataArchiva2020WebinarSeries 1 February 2020 April 2020 May 2020 June 2020 July 2020 6 Episodes NEXT 3 4 5 62 March 2020 The Role of Data in the Era of Digital Transformation on Salesforce Unravel the Importance of Governance with Data Archiving Salesforce Data Archiving Strategies Adopted by Healthcare & Financial Enterprises Learn how Salesforce Service Cloud & DataArchiva has helped businesses grow without impacting data growth Learn external archiving with DataConnectiva & explore significant benefits it provides to enterprise customers Data & File Storages are limited in Salesforce. Learn how Data and File archiving can transform your storage needs. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries
  • 18. Q&A Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries
  • 19. Write to us at contact@dataarchiva.com Thank You Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries