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

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

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

Use case - Healthcare Enterprise
Pharma
25000+
Team
Worldwide
150+
Countries
$10+ Billion
Revenue in
2019
7000+
Products
5 Billion +
Users
Worldwide

Technology
Salesforce
Adoption
Worldwide

Challenges
Data Management Strategy
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

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

Use case - Financial Enterprise
Financial
Fortune 100
Personal &
Professional
Financial Data
6 Billion +
Revenue in 2019
20 Locations
9 Countries

Technology
Salesforce
Custom Solution
Shield
TrainingConversations
Agreements
100+
Objects
30+
Levels of
Object
Relationships
500+
Complex Data
Relationships
10+
AppExchange
Solutions

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

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

A Key to Data Governance and Retention for Salesforce

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

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

Q&A

Write to us at
contact@dataarchiva.com
Thank
You
#StayHome #StaySafe

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