The document presents a live webinar focused on efficient data management practices for Salesforce, including the importance of archiving and backing up data. It outlines challenges in data management, introduces solutions like DataArchiva and DataBakup for archival and backup needs, and emphasizes benefits such as improved performance and long-term data retention. It aims to educate participants on how to optimize Salesforce data management strategies.

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The ONLY 100% Native Salesforce Data Archiving Solution
Master the ABC of Efficient Salesforce Data Management
[Archive & Backup]
Copyright © 2021 CEPTES Software Pvt. Ltd. All Rights Reserved
Sambit Samanta
Lead Data Analyst
Anand Barai
Cloud Business Analyst

2. Copyright © 2021 CEPTES Software Pvt. Ltd. All Rights Reserved
Learning Objectives
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Data in Salesforce: How it Gets Generated & Related Challenges
Unlocking the 'A' of Efficient Salesforce Data Management
Unlocking the 'B' of Efficient Salesforce Data Management
Unlocking the 'C' of Efficient Salesforce Data Management
The ABC of Salesforce Data Management: An Integrated Approach

3. About Salesforce
$21.25 Billion in 2021 Fiscal Year
221.3X increase since its inception in 2004
#1 CRM
For 8 consecutive years
19.8% CRM Market Share
More than 4 leading competitors combined
7000+ Applications
Listed on the AppExchange,
world’s #1 B2B app marketplace
150,000+
Customers Worldwide
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4. The Era of Cloud 3.0
Adoption
DATA
Process
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5. Data in Salesforce
Salesforce Apps
Apps Built on
Force.com Platform
3rd-Party Applications
How it gets generated?
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6. 02
03
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Salesforce
Apps
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7. 02
03
04
01
05
Force.com
Solutions
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8. 02
03
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01
05
3rd-party
Solutions
Custom ERP
Sales apps
Marketing apps
Internal apps
External
Integrations
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9. Data Management Challenges
1
Increase in Data Volume
10% per year to 60% per
year - From GB to TB
Data Security
Secure access of data
within the system
2
Compliance Management
Need to retain for at
least 7-10 years
3
Disaster Management
At least two sets of
backup copies of the data
4
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10. Industry-wide Data Goals
Financial Healthcare Government
Tech Manufacturing Internet
Data
Security
Data
Compliance
Data
Retention
Policies
Data
Accessibility &
Performance
Data
Analytics
Optimized Data
Costs
One-Fit-All
Data Management
Strategy
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11. Best-in-class Data Management in Salesforce
ARCHIVE BACKUP
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12. Why Archive
& Backup?
100% Control
on your Data
Performance
Management
Cost
Management
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13. Unlocking the ‘A’ of Efficient Salesforce Data Management
ARCHIVE
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14. Challenges in Data Archive
Identifying which data to archive
Setting up the retention policies & archival process
Where to keep the archived data - Secondary storage
Ability to access, view, & restore the archived data
1
2
3
4
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15. Archival Options
Within Salesforce Outside Salesforce
On-premise
System
Big Objects
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16. Introducing - DataArchiva
100% Native 85-90% ROI
50+ Customers from
10+ Industries
100K+ Million
Records Archived
Aligned with Salesforce & Big
Objects
The ONLY Native Data Archive Solution for Salesforce Powered by Big Objects
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17. DataArchiva - Features
Auto Scheduler Encryption
Auto Metadata
Sync Data Integrity
Restore
Initial Data
Offload
View within
Salesforce
Access within
Salesforce
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18. Unlocking the ‘B’ of Efficient Salesforce Data Management
BACKUP
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19. Why you need a Backup Solution?
Human Error System Downtime
Hackers/Virus/
Ransomware
Bad Code Technology Fail Natural Disaster
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20. 3 Keys for an Efficient Backup Strategy
How to Backup?
Manual/Automatic
Ability to Backup
Everything
Ability to Restore
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21. Introducing - DataBakup
Full/Incremental
Backup
Backup Version
Comparison
Auto/Manual Restoration
AWS S3
Backup Data in CSV
Format
A Simple yet Robust Data Backup &
Recovery Solution for Salesforce
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22. Unlocking the ‘C’ of Efficient Salesforce Data Management
CONNECT
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23. Connect External Platforms to Archive Data
O
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m
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● Leverage your Infrastructure & Own your Database
● Configure within Minutes
● Integrated Business System
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24. Introducing - DataConnectiva
Scalability Fastest Archiving
No Governance
Limitations
Unimpacted
Business Process
Better Search
Experience
An Enterprise Data Archive Solution for Salesforce Leveraging External Platforms
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25. DataConnectiva: Features
Auto
Scheduler
Encryption
Auto
Metadata
Sync
Data Integrity
Restore
Initial Data
Offload
Primary
Features
Additional Features
● Global Search with the help of
additional tools
● Out-of-the-box Analytics with the
help of additional tools
View
within
Salesforce
Access
within
Salesforce
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26. The ‘ABC’ of Efficient Salesforce Data Management
rchive ackup onnect
DataBakup DataConnectiva
A B C
DataArchiva
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27. An Integrated Data Archive & Backup Strategy for Salesforce
Copyright © 2021 CEPTES Software Pvt. Ltd. All Rights Reserved
100% Control Over
your Data
Unlimited Storage Long-term Data
Retention
Improved Salesforce
App Performance
Complete Data
Protection
Significant Cost
Savings

28. Q&A
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29. To know more about our Salesforce Data Archiving &
Backup capabilities, please get in touch with us
sales@dataarchiva.com
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