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LIVE WEBINAR
Salesforce Data Archiving Strategies adopted by Healthcare & Financial Enterprises
NAME TITLE EMAIL ID
Harish Kumar Poolakade Co-Founder & Chief Architect harish@ceptes.com
Rakesh N Rao Senior Manager Product Sales rakesh.rao@ceptes.com
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
Hosted By
The ONLY Native Data Archiving Solution for Salesforce using Big Objects
Presenters
#DataArchiva2020WebinarSeries
Discuss customer story - Healthcare Industry
Overview - Technology - Challenges - Data Management Strategy
Showcase a demo on how DataArchiva was configured
Discuss customer story - Financial Industry
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved#DataArchiva2020WebinarSeries
Learning Objectives
Overview - Technology - Challenges - Data Management Strategy
DEMO - DataArchiva Configuration & Implementation
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
1
February 2020 April 2020 May 2020 June 2020 July 2020
6 Episodes
LIVE
3 4 5 62
March 2020
The Role of Data in the
Era of Digital
Transformation on
Salesforce
Unravel the Importance of
Governance with Data
Archiving
Salesforce Data
Archiving Strategies
Adopted by
Healthcare & Financial
Enterprises
#DataArchiva2020WebinarSeries
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved#DataArchiva2020WebinarSeries
Use case - Healthcare Enterprise
Pharma
25000+
Team
Worldwide
150+
Countries
$10+ Billion
Revenue in
2019
7000+
Products
5 Billion +
Users
Worldwide
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
Technology
#DataArchiva2020WebinarSeries
Salesforce
Adoption
Worldwide
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
Challenges
Data Management Strategy
#DataArchiva2020WebinarSeries
Data Growth CRM Performance Governance
Archiving Policy
● More than 3 years
● Move to external storage - Heroku
● Able to restore/retrieve particular
transactions from archiving
● Ability to get the data back to Salesforce
ORDER MANAGEMENT
CALL REPORTING
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved#DataArchiva2020WebinarSeries
DataArchiva Implementation
DEMO
Watch how DataArchiva
addressed the challenges &
executed the data management
strategies?
● Archived the data to external storage
● Setup archiving policy for 3 years
● Restoring data
● Showcase schema updates on Objects will
be updated in SQL server
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved#DataArchiva2020WebinarSeries
Use case - Financial Enterprise
Financial
Fortune 100
Personal &
Professional
Financial Data
6 Billion +
Revenue in 2019
20 Locations
9 Countries
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved#DataArchiva2020WebinarSeries
Technology
Salesforce
Custom Solution
Shield
TrainingConversations
Agreements
100+
Objects
30+
Levels of
Object
Relationships
500+
Complex Data
Relationships
10+
AppExchange
Solutions
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved#DataArchiva2020WebinarSeries
Challenges
High Data Growth
Sensitive Data
Can’t move out of
Salesforce
Agreements
SMS/MMS
Training
Want to ensure
data security
No external
exposure of data
Data Management Strategy
● Big Objects - Native & Cost-savings
● Ensure data archived into the Big
Objects are encrypted
● Should be able to keep data
integrity/hierarchy
● Adhere to CCPA regulation - Must be able
to provide their customers all the PII that
they store
● Ensure proper audit of their data
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved#DataArchiva2020WebinarSeries
DataArchiva Implementation
DEMO
Watch how DataArchiva
addressed the challenges &
executed the data management
strategies?
● Showcase data is stored in Big
Objects
● Data is kept encrypted in Big Objects
● Viewing of encrypted data
● Fetching archived data for CCPA
compliance
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
A Key to Data Governance and Retention for Salesforce
#DataArchiva2020WebinarSeries
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
03
01
04
02
05
08
06
09
07
10
100% Native
Auto
Scheduler
Archiving
Policy
Data
Integrity
Auto Metadata
Sync
Encryption
at Rest
Complex Data
Relationship
FAT & SAT
Archiving
Restore
External Storage
Support
● Big Object is being used for
archived data storage
● 100% Native & Secure
● Schedule the archiving job on
an hourly, daily, or weekly
basis
● Set custom archiving policy
● View archived data right
from the Salesforce system
● Supports encryption.
● Data will be encrypted in Big
Objects
● Takes care of complex data
relationships of any level
without losing data & integrity
● Supports Field Audit Trail &
System Audit Trail data
archiving
● Restore all the archived
records with a click
● Optional support for external
storage
● AWS, Google, Heroku & Azure
● Takes care of synchronizing
schema changes e.g
addition/removal of fields & data
types
Features
#DataArchiva2020WebinarSeries
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
#DataArchiva2020WebinarSeries
1
February 2020 April 2020 May 2020 June 2020 July 2020
6 Episodes
3 4 5 62
March 2020
The Role of Data in the
Era of Digital
Transformation on
Salesforce
Unravel the Importance of
Governance with Data
Archiving
Salesforce Data Archiving
Strategies Adopted by
Healthcare & Financial
Enterprises
Learn how Salesforce
Service Cloud &
DataArchiva has helped
business grow without
impacting data growth
Next Episode
#DataArchiva2020WebinarSeries
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
Q&A
#DataArchiva2020WebinarSeries
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
Write to us at
contact@dataarchiva.com
#DataArchiva2020WebinarSeries
Thank
You
#StayHome #StaySafe

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Webinar: Salesforce Data Archiving Strategies adopted by Healthcare & Financial Enterprises

  • 1. LIVE WEBINAR Salesforce Data Archiving Strategies adopted by Healthcare & Financial Enterprises NAME TITLE EMAIL ID Harish Kumar Poolakade Co-Founder & Chief Architect harish@ceptes.com Rakesh N Rao Senior Manager Product Sales rakesh.rao@ceptes.com Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved Hosted By The ONLY Native Data Archiving Solution for Salesforce using Big Objects Presenters #DataArchiva2020WebinarSeries
  • 2. Discuss customer story - Healthcare Industry Overview - Technology - Challenges - Data Management Strategy Showcase a demo on how DataArchiva was configured Discuss customer story - Financial Industry Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved#DataArchiva2020WebinarSeries Learning Objectives Overview - Technology - Challenges - Data Management Strategy DEMO - DataArchiva Configuration & Implementation
  • 3. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries 1 February 2020 April 2020 May 2020 June 2020 July 2020 6 Episodes LIVE 3 4 5 62 March 2020 The Role of Data in the Era of Digital Transformation on Salesforce Unravel the Importance of Governance with Data Archiving Salesforce Data Archiving Strategies Adopted by Healthcare & Financial Enterprises #DataArchiva2020WebinarSeries
  • 4. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved#DataArchiva2020WebinarSeries Use case - Healthcare Enterprise Pharma 25000+ Team Worldwide 150+ Countries $10+ Billion Revenue in 2019 7000+ Products 5 Billion + Users Worldwide
  • 5. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved Technology #DataArchiva2020WebinarSeries Salesforce Adoption Worldwide
  • 6. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved Challenges Data Management Strategy #DataArchiva2020WebinarSeries Data Growth CRM Performance Governance Archiving Policy ● More than 3 years ● Move to external storage - Heroku ● Able to restore/retrieve particular transactions from archiving ● Ability to get the data back to Salesforce ORDER MANAGEMENT CALL REPORTING
  • 7. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved#DataArchiva2020WebinarSeries DataArchiva Implementation DEMO Watch how DataArchiva addressed the challenges & executed the data management strategies? ● Archived the data to external storage ● Setup archiving policy for 3 years ● Restoring data ● Showcase schema updates on Objects will be updated in SQL server
  • 8. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved#DataArchiva2020WebinarSeries Use case - Financial Enterprise Financial Fortune 100 Personal & Professional Financial Data 6 Billion + Revenue in 2019 20 Locations 9 Countries
  • 9. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved#DataArchiva2020WebinarSeries Technology Salesforce Custom Solution Shield TrainingConversations Agreements 100+ Objects 30+ Levels of Object Relationships 500+ Complex Data Relationships 10+ AppExchange Solutions
  • 10. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved#DataArchiva2020WebinarSeries Challenges High Data Growth Sensitive Data Can’t move out of Salesforce Agreements SMS/MMS Training Want to ensure data security No external exposure of data Data Management Strategy ● Big Objects - Native & Cost-savings ● Ensure data archived into the Big Objects are encrypted ● Should be able to keep data integrity/hierarchy ● Adhere to CCPA regulation - Must be able to provide their customers all the PII that they store ● Ensure proper audit of their data
  • 11. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved#DataArchiva2020WebinarSeries DataArchiva Implementation DEMO Watch how DataArchiva addressed the challenges & executed the data management strategies? ● Showcase data is stored in Big Objects ● Data is kept encrypted in Big Objects ● Viewing of encrypted data ● Fetching archived data for CCPA compliance
  • 12. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved A Key to Data Governance and Retention for Salesforce #DataArchiva2020WebinarSeries
  • 13. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved 03 01 04 02 05 08 06 09 07 10 100% Native Auto Scheduler Archiving Policy Data Integrity Auto Metadata Sync Encryption at Rest Complex Data Relationship FAT & SAT Archiving Restore External Storage Support ● Big Object is being used for archived data storage ● 100% Native & Secure ● Schedule the archiving job on an hourly, daily, or weekly basis ● Set custom archiving policy ● View archived data right from the Salesforce system ● Supports encryption. ● Data will be encrypted in Big Objects ● Takes care of complex data relationships of any level without losing data & integrity ● Supports Field Audit Trail & System Audit Trail data archiving ● Restore all the archived records with a click ● Optional support for external storage ● AWS, Google, Heroku & Azure ● Takes care of synchronizing schema changes e.g addition/removal of fields & data types Features #DataArchiva2020WebinarSeries
  • 14. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved #DataArchiva2020WebinarSeries 1 February 2020 April 2020 May 2020 June 2020 July 2020 6 Episodes 3 4 5 62 March 2020 The Role of Data in the Era of Digital Transformation on Salesforce Unravel the Importance of Governance with Data Archiving Salesforce Data Archiving Strategies Adopted by Healthcare & Financial Enterprises Learn how Salesforce Service Cloud & DataArchiva has helped business grow without impacting data growth Next Episode #DataArchiva2020WebinarSeries
  • 15. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved Q&A #DataArchiva2020WebinarSeries
  • 16. Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved Write to us at contact@dataarchiva.com #DataArchiva2020WebinarSeries Thank You #StayHome #StaySafe