Staying on top of your Salesforce org can be challenging, especially as data accumulates over time. To maintain optimal performance and cost-effectiveness, data archiving is a strategic must-do. Here’s a breakdown of the five key areas you need to consider for a robust Salesforce data archiving strategy:
1. Understanding Data Growth
– Recognize the impact of unchecked data growth on system performance and costs.
– Monitor storage limits to avoid unnecessary expenditures on additional storage.
2. Data Archiving Strategies
– Evaluate different archiving strategies to find the best fit for your organization’s needs.
– Consider the frequency of data access to determine appropriate archiving schedules.
3. Data Segmentation and Classification
– Classify data based on usage patterns, compliance requirements, and business value.
– Implement data segmentation to streamline the archiving process and improve retrieval efficiency.
4. Salesforce Data Archiving Tools
– Explore native Salesforce tools like Data Storage Optimizer and Big Objects for archiving needs.
– Investigate third-party solutions that offer advanced features and automation capabilities.
5. Compliance and Data Integrity
– Ensure your archiving process complies with industry regulations and internal policies.
– Maintain data integrity by keeping track of archived records and preserving relationships between data sets.
By considering these areas, you’ll be equipped to create a data archiving strategy that keeps your Salesforce org lean, compliant, and running at peak performance.
You can read it here: https://sfdc.blog/NedVV
Source from salesforceben(dot)com