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Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
Top 5 Strategies in Mastering
Compliance with Salesforce Data Archiving
Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.
Understand Compliance Requirements
1
Gain a comprehensive understanding of your
industry-specific compliance regulations, data retention
policies, and legal requirements. This knowledge will help
you tailor your Salesforce data archiving strategy to
ensure compliance with relevant guidelines.
Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.
Having A Well-Planned Archiving Strategy
2
Archiving objectives should align with your
compliance requirements. Therefore:
- Determine criteria for data retention,
such as timeframes, data types, and
access permissions to effectively
identify and archive your Salesforce data
Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.
Prioritize Data Segmentation
3
It is very important to have a clear understanding
between active and inactive data within Salesforce.
- Try classifying based on its relevance, usage
frequency, and legal obligations
- This ensures that only the necessary data is archived
keeping the primary data storage relevant
Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.
Selecting an Appropriate Archiving Application
4
Choose a robust and reliable Salesforce data archiving
application that caters to your compliance needs.
- Look for features such as security of the archived
data, encryption, and granular access control
-The chosen solution should seamlessly integrate with
Salesforce, ensuring a smooth implementation process.
Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.
Testing the Archiving App For Salesforce
5
Perform sandbox testing of the archiving application
under review, prior to moving it to the production
environment. Check whether the archiving app meets your
data security needs & can actively monitor the archiving
task without much intervention, allowing 100% control
view & access to the data within your familiar
Salesforce environment.
A pureplay Salesforce Data Management
Tool with 15+ Futuristic features
to customize Salesforce Data Archiving
needs across the Salesforce value chain
If you want to make your Salesforce data compliance ready,
then Archive with DataArchiva
Get
in
Touch
www.dataarchiva.com
sales@dataarchiva.com
+1 (347) 571 9700
Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.

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Top 5 Strategies in Mastering Compliance with Salesforce Data Archiving

  • 1. Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved Top 5 Strategies in Mastering Compliance with Salesforce Data Archiving
  • 2. Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved. Understand Compliance Requirements 1 Gain a comprehensive understanding of your industry-specific compliance regulations, data retention policies, and legal requirements. This knowledge will help you tailor your Salesforce data archiving strategy to ensure compliance with relevant guidelines.
  • 3. Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved. Having A Well-Planned Archiving Strategy 2 Archiving objectives should align with your compliance requirements. Therefore: - Determine criteria for data retention, such as timeframes, data types, and access permissions to effectively identify and archive your Salesforce data
  • 4. Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved. Prioritize Data Segmentation 3 It is very important to have a clear understanding between active and inactive data within Salesforce. - Try classifying based on its relevance, usage frequency, and legal obligations - This ensures that only the necessary data is archived keeping the primary data storage relevant
  • 5. Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved. Selecting an Appropriate Archiving Application 4 Choose a robust and reliable Salesforce data archiving application that caters to your compliance needs. - Look for features such as security of the archived data, encryption, and granular access control -The chosen solution should seamlessly integrate with Salesforce, ensuring a smooth implementation process.
  • 6. Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved. Testing the Archiving App For Salesforce 5 Perform sandbox testing of the archiving application under review, prior to moving it to the production environment. Check whether the archiving app meets your data security needs & can actively monitor the archiving task without much intervention, allowing 100% control view & access to the data within your familiar Salesforce environment.
  • 7. A pureplay Salesforce Data Management Tool with 15+ Futuristic features to customize Salesforce Data Archiving needs across the Salesforce value chain If you want to make your Salesforce data compliance ready, then Archive with DataArchiva Get in Touch www.dataarchiva.com sales@dataarchiva.com +1 (347) 571 9700 Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.