The document discusses Salesforce data archiving and integrating external platforms for archiving. It covers the importance of archiving including optimized storage, improved performance, reduced costs, and regulatory compliance. It then discusses different available secondary storage options like on-premise systems and big objects. The document presents DataConnectiva as the most trusted Salesforce data archiving solution, covering its features, product architecture, capabilities, and customer use cases including large enterprises that have archived millions of records.

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Salesforce Data Archival
Integrating External Platforms
An Enterprise Data Archiving Solution for Salesforce
Rakesh N. Rao
Global Sales Head
Vedant Srivastava
Product Consultant
Copyright © 2021 CEPTES Software Pvt. Ltd. All Rights Reserved
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2. Copyright © 2021 CEPTES Software Pvt. Ltd. All Rights Reserved
Learning Objectives
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03
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Salesforce Data Archiving : Importance
Different Available Secondary Storage Options
Integrating External Platforms : Benefits
DataConnectiva : Overview, Architecture, Features & Capabilities, Demo
Customer Use Cases
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3. Copyright © 2021 CEPTES Software Pvt. Ltd. All Rights Reserved
Salesforce Data Archiving : Importance
01
04
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Optimized Storage
Archiving helps to optimize the
storage usage with better data
management, access & security.
Improved Performance
A well-organized Salesforce org
without unwanted data leads to
optimum performance & overall
productivity.
Reduced Costs
By archiving the inactive data from the
Salesforce app, you can control data
growth & reduce 85-90% storage
costs.
Regulatory Compliance
Archiving the compliance data helps
organizations meet compliance &
internal data retention policies
effectively.
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Salesforce Data Archiving : Top Things to Consider
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Identifying which data to
archive
Setting up the archiving
policies & roadmap
2
Archived data storage
location
3
Ability to view, access &
restore the data
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Different Available Secondary Storage Options
Within Salesforce Outside Salesforce
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On-premise
System
Big Objects

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External Storage : Benefits
View
03
● View & access the archived data within your Salesforce
application
● On-demand restore of the archived data.
Cost Benefit
02
● 90%+ Salesforce data storage cost reduction
● Zero additional costs in purchasing server, database
● TCO will be significantly low
Own Archiving System
01
● Leverage your infrastructure & own your database
● Configure within minutes
● Integrated business system
● Scale-up or scale-down the storage based on your need
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Performance & Compliance
04
● Improved application performance with optimized storage
● Long-term data retention to meet stringent compliance &
other data retention policies.

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Most Trusted Salesforce Data Archiving
Solution using External Platforms
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DataConnectiva: Features
Auto
Scheduler
Encryption
Auto
Metadata
Sync
Data Integrity
& Object
Relationships
Restore
Initial Data
Offload
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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

9. DEMO
How it works?

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DataConnectiva: Product Architecture
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DataConnectiva: Unrivaled Capabilities
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Scalability Scale up or down your server at your own will
Lightning Fast Archiving
500000 records within 60 mins (1 CPU & 2GB RAM). With higher
server memory, the data archival processing will be even faster.
Unimpacted Business Process
The majority of the archiving job takes place on the server-side
(not within Salesforce)
No Governance Limitations The data processing won't hit the governance limits
10x Improved Performance Fastest-archiving engine & best-in next-gen capabilities
Better Search Experience Search archived data faster without any hassle

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Customer Use Case - I
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Fortune 500 | Pharma industry leader | 7500+ products | Veeva CRM | Implemented across 3 Orgs
Archive Needs
● Records whose status are
unlocked to be archived
● Bypass archive action on a few
specific child objects
● Azure platform & MS SQL
database
Veeva CRM
● Complex object model
(Junction object, Self
Lookups)
● Data Growth - Parent
Objects (Call, Sample
Limit, Survey, Medical
Event, MC Cycle, etc.)
Highlights
● Storage Cost Savings - 90%+
● Implemented across 3 Orgs
● Implementation - > 12 weeks
● From Requirement Gathering
from 20 Stakeholders to GO
LIVE
Platform &
Database

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Customer Use Case - II
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Fortune 500 | Medical Equipment Manufacturing | Third-party App Data Growth | 80K Million+ Records Archived
Highlights
● Archived last 10 years data
(30000 cases per day, total
200M records)
● Archived cases from OneEMX
as well as ServiceMax
● The entire hierarchy of about
30-35 objects was configured
under the Case (Parent)
Objects of both OneEMX &
ServiceMax
● Used Redshift as the external
database using AWS platform
Data Growth from Case Object
● Using Salesforce app
'OneEMX' for case
management
● Huge data growth from
the app
Need of Archival
● Upgraded to ServiceMax, but
using two solutions (OneEMX
& ServiceMax) was a
challenge as OneEMX already
had old cases
● Poor system performance
● Regulatory compliance
● Rising storage costs
Platform &
Database

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Customer Use Case - III 13
115+ years old | 2M+ community members | Services across Mobility, Home, Leisure, Financial & Insurance industries
Approaches
● Flag-based mechanism
● API based archiving
● Heroku Connect
Archiving Goals
● Archive using Heroku
platform to Postgres
database
● Storage optimization &
cost savings
● Archive data search
functionality
● Integrated report
generation
● 100% data accessibility
Data Growth Sources
80+ Archivable Objects
(Product Configuration, Line
item, Quote, Opportunity, Lead,
Order, Agreement, Email Cases,
Action, Product Attribute Value,
Orchestration, Proposal
Adjustment Line Item,
Communication Line Item, Log
records, etc.)
Complex Salesforce Org
● 13 hierarchies
● 120+ objects
● Complex Junction
Object Models
● Complex Parent-child
relationships
(Many-to-many)
Platform &
Database

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Q&A
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To know more about DataConnectiva & it’s
capabilities, please get in touch with us
sales@dataconnectiva.com
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