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THE 5 WORST
DATA ARCHIVING MISTAKES
IN SALESFORCE
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
1
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
2
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
3
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
4
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
5
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
6
7
RESOLVE THE DATA
ARCHIVING
MISTAKES WITH
DATACONNECTIVA
LEVERAGE YOUR
INFRASTRUCTURE:
AWS, HEROKU, AZURE, GCP,
ON-PREMISE
8
CHOOSE YOUR DATABASE:
POSTGRES, REDSHIFT, MYSQL,
ORACLE, MSSQL
╸ 10X Improved Salesforce Performance
╸ 100% Data Accessibility, Integrity,
Security & Easy Restore
╸ Better Search Experience & Easy
Reporting
╸ Meet Compliance & Data Policies
9
10X+
ROI From Archived Data
1M/100 mins
Fastest Ever Data Processing Speed
150 TB+
Data Archived So Far….
10
For more information about the app, get in touch!
sales@dataconnectiva.com
11

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The 5 Worst Data Archiving Mistakes in Salesforce

  • 1. THE 5 WORST DATA ARCHIVING MISTAKES IN SALESFORCE
  • 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 1
  • 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 2
  • 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 3
  • 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 4
  • 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 5
  • 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 6
  • 9. LEVERAGE YOUR INFRASTRUCTURE: AWS, HEROKU, AZURE, GCP, ON-PREMISE 8 CHOOSE YOUR DATABASE: POSTGRES, REDSHIFT, MYSQL, ORACLE, MSSQL
  • 10. ╸ 10X Improved Salesforce Performance ╸ 100% Data Accessibility, Integrity, Security & Easy Restore ╸ Better Search Experience & Easy Reporting ╸ Meet Compliance & Data Policies 9
  • 11. 10X+ ROI From Archived Data 1M/100 mins Fastest Ever Data Processing Speed 150 TB+ Data Archived So Far…. 10
  • 12. For more information about the app, get in touch! sales@dataconnectiva.com 11