How are you managing large datasets in Salesforce? Are you grappling with limited allotted storage & high costs? Do you want to leverage your current Heroku platform & archive data from Salesforce to any external database? Here is how this can be achieved: 12 simple steps & your data storage woes are sorted forever.
Salesforce is the most powerful CRM platform in the world which is helping many enterprise companies including top financial, healthcare, and technology service providers streamline their sales, service & marketing processes as the platform is exclusively designed to make these roles more efficient.
However, managing a large volume of data in a Salesforce app is quite a challenge as the platform offered storage is limited. This difficulty grows multi-folded for regulated industries where long-term data retention is mandatory to meet compliance & other data policies. These companies often implement a robust data archival strategy to archive data from their Salesforce app to any external database.
Archiving data is a perpetual process. In order to make it more reliable, efficient & resilient, you need to have a comprehensive roadmap keeping some core elements such as security, affordability, & ease of performing the activity in mind. Archiving Salesforce data to the Heroku platform could be one of the most realistic options which can be done without any hassle with DataConnectiva. DataConnectiva customers can archive their Salesforce data to Heroku by using external databases such as Postgres, Redshift, or SQL Server.
Would you like to know how to configure the Salesforce-Heroku set up in minutes? Here are the 12 steps you need to follow:
Create a new App (E.g data-connectiva-2021)
Provide the App name & Choose a region (E.g the United States)
Configure/Attach a database (Heroku Postgres) in the Resources tab
Submit Order Form to Add Heroku Postgres on your personal data-connectiva-2021 App
Click on the attached/configured Heroku Postgres database
Navigate to the Settings Tab & click on the View Credentials button
Get the Database Credentials to establish manual connections to the database
Navigate back to the Settings Tab in the application and click on the Reveal Config Vars button
Setup all the Config Vars using Database Credentials
Make note of the Domain Name URL
Use the Domain Name URL to create a Named Credentials in Salesforce
Enable the External Storage button & select the Domain Name URL to finish the setup
Refer this video for the Salesforce-Heroku setup. Click here
DataConnectiva – Integrate Salesforce & Heroku for Salesforce Data Archiving
Over 50% of the data in a Salesforce org are not being used actively. This means those data are potentially archivable. Having an efficient data archival system will not only help you manage data better with optimized storage, but this will also reduce costs, improve performance & productivity. DataConnectiva, trusted by many leading Salesforce customers delivers exceptional data archival solutions in order to meet complex data management goals. The solution is highly capable to integrate Salesforce & Heroku platforms to instigate an easy archival process while keeping the archived data in various external databases.
To know more & for a live demo, please get in touch with us at firstname.lastname@example.org