The document discusses the challenges of aligning Salesforce with data goals, highlighting issues such as data complexity, compliance, and lack of governance strategies that hinder organizations from meeting regulatory requirements. It emphasizes the importance of selecting appropriate data management tools and implementing a unified governance strategy to ensure data safety and optimization. The 'one-app approach' is proposed as a solution to streamline Salesforce data management processes while maintaining compliance and enhancing customization capabilities.

1. Tips to Align with Your Salesforce Data Goals
Highlights
Probable Bottlenecks to Align Salesforce to Meet Data
Goals
Salesforce Data Complexity Vs Struggles to Improve Data
Goal
Industries at stake → Probable Hopes
Layers to Plan & Choose the Right Data Management Tools
On-Boarding the Right Tools for Salesforce
The One-app Approach for Salesforce Data Management

2. Strategic Alignment is The Key to Successful Customizations
"Successful customization is not about bending the business to fit
the software; it's about aligning the software to support the
business."
~ Marc Benioff, CEO of Salesforce

3. Salesforce Data Complexity Vs Struggles to Improve Data Goals
Managing Salesforce data
complexity can pose
significant challenges when
striving to enhance data
goals like archiving for
long-term data retention or
backups for data
protection. Addressing
these struggles ensures
optimal utilization of
Salesforce so that the
efforts are not in vain.

4. Probable Bottlenecks to Align Salesforce to Meet Data Goals
79% of companies surveyed
post-GDPR say they are either
failing to meet regulations or
having trouble staying current
79%
Organisations were
unable to meet
legal/regulatory
requirements:
Based on a study by Pragmatic
Works states that 20-30% of
operating expenses are due to
bad data.
25%
Businesses face
loss in revenue due
to inappropriate
data management:
According to MIT Tech Review
& Databricks study, 87% of
companies don't have a formal
strategy for data usage.
87%
Organizations Face
Process Disruptions for
Lacking Data Governance
Strategy:

5. Probable Bottlenecks to Align Salesforce to Meet Data Goals :
The Cause & Effect
Complexity
of
Regulations
Missing
Data
Governance
Framework
Increased
compliance
Burden
Scalability
Issues
Integration
Challenges
Lack
of
Right
Tool
Cause Effect
Data
Goals
Not
Met!
Complexity
of
Regulations
Missing
Data
Governance
Framework
Increased
compliance
Burden
Scalability
Issues
Integration
Challenges
Lack
of
Right
Tools
Cause Effect
Data
Goals
Not
Met!

6. Industries at stake → Probable Hopes
Compliance-driven industries are most vulnerable to regulatory complexity to handle customer
data and how it’s stored outside Salesforce, here is how we can address that -
Compliance-driven Industries
Getting a data backup plan for
data safety & business continuity
Having a data archival strategy
for long term data retention
Getting a unified governance
strategy
Probable Hopes

7. Layers to Plan & Choose the Right Data Management Tools to Meet
Business Needs
Tiering &
Distribution
Data Segregation,
Access Controls,
Data Archiving
Data Protection
Data Masking,
Field-Level
Encryption,
Anonymization
Data Quality &
Relevance
Data Cleansing, Data
Standardization, Data
Deduplication
Data Hygiene Practice
Data Governance Policies, Security Health Check, Revisiting BCDR
(Business Continuity and Disaster Recovery) Plans in Salesforce

8. On-Boarding the Right Tools to Customize Salesforce Data Goals
Customization Strategy + Responsive Tools = Successful Salesforce Customization
“One Size Fits All' Doesn't Actually Fit Anyone”
To successfully align your Salesforce data goals you would need
technology to support them. Hence we have come up with a flexible
approach to address your challenges, a unified platform for Salesforce
data management without counting any compliance fines.

9. The One-app Approach for Salesforce Data Management
Top-notch Features to grease your hinges on the process complexity
Can maintain complex
parent child relationships
Experience zero
exposure data processes
Get full access & control
over data processes
Seamless accessibility &
better data discovery
Schedule data processing
jobs in one click of a button
Perform data processes
without disturbing the data
integrity
Employ scalability without worrying about data compliance challenges

10. A Pureplay Salesforce Data Management
Tool with 15+ Futuristic features
to customize Salesforce Data Archiving
needs across the Salesforce value chain
Want to Tame Your Complex Data Processes in Salesforce?
Protect, store, or manage data with DataArchiva!
Get
in
Touch
www.dataarchiva.com
sales@dataarchiva.com
+1 415 671 6259