The year 2020 amidst a global crisis has taught enterprises one of the biggest business lessons which is to be ‘Resilient’. In order to stand any unfamiliar trials, businesses must be resilient enough to make quick changes in their strategies and reimagine critical business processes. Businesses that have taken the right choice to take a chance, changed their business in the near past. And managing the business data strategically has played a key role.
An efficient data management strategy is key to any business’s success. What is an efficient data management strategy? It is how efficiently you collect, store, view, access, & manage your business data keeping a 5-year business roadmap in mind. Data management strategy is something businesses overlook & it heaps to a bigger challenge at a later stage. Businesses with a better data management strategy grow 10x faster without getting into hassles on poor data management, high costs & degraded productivity.
Salesforce with its world-class Sales, Service, Platform & a plethora of business solutions has been exceptional in helping enterprises meet critical business goals by transforming business processes. Like any other Cloud platform, data plays a major role in Salesforce and capitalizing on the effective data utility, enterprises are revving up their ROI. However, managing the data in Salesforce is still a challenge to overcome considering the limited allocated storage & significantly high costs. This is where archiving is playing a key role in Salesforce data management with its vital advantages.
Data Archive – The Enormous Significance
Archiving the unused data to secondary storage is not only going to help Salesforce customers better optimize their data storage, but it also offers a host of other advantages. Some of those are huge storage cost savings, higher application performance, improved productivity, Customer 360, integrated sales & service process & better meet regulatory compliance with long-term data retention. Today, an efficient data archiving strategy in Salesforce is a key part of better Salesforce data management. However, implementing a great strategy requires a greater roadmap. As a Salesforce admin, you need to consider the below aspects while planning the roadmap for a successful data archive strategy.
- Creating a long-term (5+ years) data strategy
- Identifying the data which not being unused frequently
- Connecting with the relevant data owners to check the state of the data
- Setting up your archiving policies
- Identifying the secondary storage where you want to archive the data from Salesforce
- Ensuring how easily you can access the archived data without any hassle
- Ensuring the view of the archived data
- Evaluating the possibility of automation to bring down human efforts
- Ensuring comprehensive security of the archived data
- Ensuring the restoration process when & as required
- Identifying regulatory compliance & any other data retention needs
- Evaluating the ROI
All the above factors are extremely critical for a successful data archival plan & the future state of its success. There is no room for indifference in any of these aspects. However, choosing the right secondary storage could help you address a few of the other factors effectively & can take out a little more stress. Enterprises often have two options: either they will archive the data within the Salesforce system to Big Objects at a native level or they choose a highly robust external storage where the archived data can be kept. Both of these options have their own pros & cons and it completely depends on the organization’s specific data needs.
While archiving Salesforce data to Big Objects at a native-level ensures data never leaves your Salesforce ecosystem, external archiving leveraging your own infrastructure ensures higher ROI.
READ MORE: Salesforce Data Archiving using External Databases: Challenges, Drawbacks, and Solutions
Why an on-premise archiving solution for Salesforce could be the best bet?
Enterprises today often use multiple other systems and platforms for various specific business needs along with Salesforce as their central business process. Companies that generate data from multiple sources & deal with a huge volume of sensitive data, often prefer having their own on-premise infrastructure where they like managing all their business data coming from different systems, applications & servers. Archiving data from their Salesforce app & keeping it within their on-premise system in secondary storage is something they really favor doing. This will not only keep their Salesforce Org clean and optimized, but it will also help them leverage their existing infrastructure without investing more in buying additional stuff.
Having an on-premise data archiving platform for Salesforce comes with its own set of benefits. Let’s have a look at some of the top benefits.
- Leverage your own server
- Configure your own archiving system
- Lightning-quick set-up of your entire archiving engine
- Archiving the data within your infrastructure will bring the entire business system together
- No additional costs in buying a server, database, etc.
- Seamless report generation when & as required as data will be centralized
- Depending on your requirement you can use the storage (scaling up & down)
- The total cost of ownership will be significantly low
- Run any type of analytics on your business data to fetch actionable insights
- Keep 100% control on your critical business data
DataConnectiva – Your Own On-premise Archiving Tool for Salesforce
DataConnectiva which is an enterprise-grade data archiving solution for Salesforce will help you archive all your unused data in Salesforce to any of your existing databases in order to optimize the storage, reduce unwanted storage costs, enable higher app performance, and boost regulatory compliance. The AppExchange app which is a one-of-its-kind archiving solution has been exceptional in handling large data volumes with ease and its powerful archiving engine can be integrated with any on-premise system.
With DataConnectiva in place, Salesforce enterprise customers can leverage their infrastructure to reduce storage costs by over 90%, improve the application performance, and retain data to meet stringent regulatory compliance requirements.
DataConnectiva which is completely aligned with the Salesforce roadmap, automatically archives all the Salesforce legacy data (old emails, contacts, cases, leads, etc.) using any external storage platform (AWS, Heroku, Google, Azure) to any external database (RedShift, Postgres, Oracle, SQL Server) without losing data integrity. The archived data will be readily available within the Salesforce system with 100% accessibility & on-demand restore.
More than 50% of the data in a Salesforce system are inactive & around 70% of the data are potentially archivable. This makes archiving a must for Salesforce customers. A proper data retention strategy is required to control the budget for data growth. Implementing an on-premise archiving solution for Salesforce by leveraging your own infrastructure and bringing your own database will not only help you keep 100% control over your business data, but will also help you execute a powerful data management strategy & achieve significant data success.
Please get in touch with our Salesforce data management experts to watch a demo.
ALSO READ: Storing Data outside of the Salesforce System – Top Considerations with an Efficient Roadmap