When it comes to archiving the data in Salesforce, not every enterprise has a clear vision in mind, which in turn makes them commit some common data archiving mistakes. Check out some of the most recurrent mistakes here & understand how DataConnectiva can help you overcome them. To know more about the solution, please reach out to us at sales@dataconnectiva.com.
2. Data Archiving solves a lot of issues related to
e cient data management in Salesforce, BUT ONLY
if performed correctly…..
Here are some common mistakes Salesforce users
make while archiving data
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3. MISSING A LONG-TERM DATA GOAL
╸ Not having a fixed long-term data goal for your enterprise
will cost you later
╸ Give due attention to which data is useful, which needs to
be retained/archived, & its retention period
╸ Think of different business uses for that data & properly
plan out the data management lifecycle
╸ Don’t forget to predict the future data growth before
planning for archiving the Salesforce data
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4. LACK OF A FUTURE-READY DATA ARCHIVAL FRAMEWORK
╸ Not creating a robust, future-ready Salesforce data
archival framework will set you up for failure
╸ Pay proper attention to where the data will be archived &
plan ahead if any external systems have to be integrated
with Salesforce
╸ Don’t forget to give much-needed attention to the
archival system’s data security & scalability capabilities
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5. NEGLIGENCE REGARDING DATA OWNERSHIP
╸ Users must have 100% control over their Salesforce data,
both live & archived, at all times
╸ Users must be able to view, access, search, & restore the
archived data whenever they require to do so
╸ Failure to perform any of the above makes for a
poorly-designed data archival model which won’t have
any tangible benefit
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6. FAILING TO PREDICT THE ROI
╸ Neglecting to plan for boosting your enterprise’s ROI
defeats the entire purpose of Salesforce data archiving
╸ Presence of lots of manual processes, high TCO, hefty
system maintenance costs, etc negatively impact the ROI
╸ Plan ahead to use archived data for running data
analytics, making better-informed business decisions &
boosting ROI
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7. USING ARCHIVES & BACKUPS INTERCHANGEABLY
╸ NEVER think archiving & backup for the data in
Salesforce are the same thing or use them
interchangeably
╸ Not understanding the difference between archiving &
backup always has detrimental effects
╸ Use archives for long-term data retention & safekeeping
and backups for disaster recovery ONLY
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