Why should you archive data in Salesforce?
Data archiving reduces storage cost and also keep your sensitive data safe. Many enterprises eventually run into data storage limitations within Salesforce, and purchasing additional Salesforce storage space is not economical when you add the operational burden.
What is archive360 for Salesforce?
Unlike other products that only archive Salesforce Chatter and emails (and attachments), with Archive360 you can archive and manage all your Salesforce CRM data and communications - including attachments and chatting. Systematically archive your Salesforce data to meet all your regulatory and compliance requirements.
What is the difference between backup and archive in Salesforce?
Unlike backups, archives should be available to specific users, preferably directly within the associated Salesforce platform records. The data archive storage location is entirely dependent on your organization's users and use cases.
What is the importance of Salesforce reports?
Reports in Salesforce In any business reports are very important. Reports will provide clear picture to the management. Reports in Salesforce In any business reports are very important. Reports will provide clear picture to the management. Salesforce Tutorial Config & Customization
How do I archive old reports in Salesforce?
You can create a new folder called something like "archived reports" and move the reports to that folder. Give visibility to that folder only to system admins or whoever it is that may still need to access them.
How do I hide a report in Salesforce?
On the Reports tab, click New Report.Select Select Report Types to Hide. The green check mark next to a report means it's visible to everyone.To hide the report type, click the check mark to change it to an X.
How do I clean up a report in Salesforce?
Salesforce makes mass deletion of reports pretty simple through Setup > Mass Delete Records > Mass Delete Reports. The filters will make it easy to locate the reports that were marked for deletion. Please remember; Users get emotional about reports and they're an import aspect of user experience.
What is report archiving?
You can archive the contents of a report to view later or to email to other users. The data that is displayed in the archived report represents the state of the managed objects in the network at the time the report was created.
How do you hide a report?
To hide a report itemIn report design view, right-click the report item and open its Properties page. ... Click Visibility.In When the report is initially run, specify whether to hide the item when you first view the report: ... Click OK twice.
How do I hide a report in a public folder in Salesforce?
Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don't have access, select the Standard Report Visibility checkbox. Or, to hide these reports, deselect this checkbox. Click Save.
How do you organize reports in Salesforce?
1:022:58Manage Report and Dashboard Folders (Lightning Experience)YouTubeStart of suggested clipEnd of suggested clipReport into the East folder. It's easy to search or navigate to find and select the rightMoreReport into the East folder. It's easy to search or navigate to find and select the right destination. If you want more granularity. You can create additional subfolders.
How do I delete all reports in Salesforce?
0:061:01How To Delete Mass Reports In Salesforce Lightning ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipOpen Salesforce lightning click on your icon. Click on setup it opens in a new tab enter mass in theMoreOpen Salesforce lightning click on your icon. Click on setup it opens in a new tab enter mass in the quickfind. Click on mass delete records. Click on mass delete reports. Select a criteria to find
What are the different types of reports available in Salesforce can we mass delete reports in Salesforce?
Of Course we can mass delete reports in Salesforce....shariqTabular reports. Simple Excel type tables which provide a list of items with the grand total.Summary reports. Similar to Tabular reports, but also have functionality of grouping rows, viewing subtotals & creating charts.Matrix reports. ... Joined reports.
How do I retrieve archived data in SAP?
Steps to retrieve the archived data from SAP.Run transition SARJ and Press “Create” Button.Specify a description for the information structure, archiving object, and field catalog. ... Select the fields that you want to include in your information structures. ... Press “Technical data” button.More items...
What is archive360?
Archive360’s integrated archiving and information management platform deliver s integrated archiving and management for all your Salesforce data . Unlike other archiving products that only manage emails (and attachments) and Chatter, with Archive360 your can archive and manage your all Salesforce CRM data and communications - emails with attachments and Chatter.
Why is Salesforce so slow?
In addition to bumping up against your allocated storage limitations, growing volumes of data also cause Salesforce to become slow and unresponsive. Once again, you face the choice of buying additional storage, deleting data, or archiving it.
Does Archive360 work with Salesforce?
Archive360 for Salesforce ensure your Salesforce is infinitely scalable, so you don't need to keep buying additional Salesforce storage. Automatically manage your Salesforce storage limitations and reduce costs by purging your Salesforce data.
Is Salesforce data stored in the cloud?
All Salesforce data is archived and stored in its native format, so you can secure it, search it, and leverage AI and ML once it’s archived in the cloud. Plus, you can extract it at any time, with zero data ransoming or additional charges.
Why is data storage important in Salesforce?
Data storage is a concern because of records that are stored but are not actively being used. There are several ways data management on the Salesforce Platform can be controlled. A great way to archive your data is to use Heroku Connect.
How many tables can Salesforce connect?
Salesforce Connect can bring up to 100 tables of data from a single source integration. For example a customer is using multiple data sources for different objects.
How to move data between archive tables?
Moving the data between the archive tables and the connect tables is as simple as using INSERT and DELETE. But if you’re interested in adding your own logic, you can use DML operations.
Can you merge two Salesforce orgs?
Most users have multiple orgs. If you’ve ever tried to share the data between them, you may have had some difficulties attempting to merge. One way to mitigate these problems is to use Salesforce Connect and the hub-and-spoke model. In this model, all of the data flows from the hub org to all of the spokes, or secondary orgs.
Introduction
As your business grows, you’re going to be gathering more and more clients, which means you’re collecting more and more data about them as well – new Opportunities to do business with them, new Activities every time they send an email or give you a phone call, and new Cases to help them out on their journey with your business.
What Is Data Archiving?
Imagine it this way: you have a pig-shaped money box, like the one you likely had as a child. Every day, you diligently save your hard-earned coins by putting them in the moneybox. Eventually, there comes a point in time where your money box is full – which is great! The only problem is that you want to keep saving. You have a few options:
Data Archiving Solutions
There are a number of data archiving methods and best practices that you’ll need to consider when creating a data archiving strategy and selecting the right Salesforce data archiving tool for your business.
Differences Between Data Backup and Archive
The difference between a data backup and data archive is quite simple: when you backup your data, you’re taking a copy that can be accessed if things go wrong.
Summary
So, there you have it! Now you know all about Salesforce Data Archiving, methods of how to archive your Salesforce data off the platform, as well as some best practices in doing so. You’re also now aware of the difference between data backup and archiving, and how to put together a data archiving strategy that best suits your business.
What is Salesforce archive?
An archive includes historical, rarely-used Salesforce data located out of production. Upon archiving, the information moves to long-term retention for future use. Archiving is about selecting subsets of data from production environments to move to external, long-term storage. When archiving, you should keep information in warm, available, low-cost storage. (Hot data is the data in your production environment, warm data is accessed less frequently and stored on slightly slower storage outside of production, and cold data is rarely accessed and stored on even slower storage outside of production.) While it's not necessary to include metadata in your archives, metadata protection is highly-recommended for backups.
Why Archive AND Back-Up Salesforce Data?
As part of the last leg of the data lifecycle marathon , archiving is meant to help your business solve the common challenges associated with having too much data in Salesforce. These include:
What Are Salesforce Archiving Best Practices?
As you examine your options for archiving solutions, keep the following in mind.
What is Salesforce data backup?
You can use your data backup as a copy of your entire Salesforce production org or sandbox environment to quickly restore in the event of accidental data loss or corruption caused by human error, rogue integrations, bad code, or malicious intent. A comprehensive strategy requires a full backup of your data, metadata, schema, and attachments. It's best to store backups in cold, semi-available, low-cost storage.
How often should you archive an object?
Determine the right archiving frequency. For the majority of companies, this would occur monthly, quarterly, or semi-annually. You should create and manage archiving policies that automatically archive an object.
Why is archive important?
Exceeding your data and file storage limit, causing increased storage costs. Archiving will help you purge the system of data that is of limited day-to-day value.
Why is audit trail not a backup?
You never know what the scope of a data loss will be in the future. Relying on field level changes on a subset of objects as a reliable backup solution is a fundamentally flawed strategy.
Why are reports important in salesforce?
Reports in salesforce. In any business reports are very important. Reports will provide clear picture to the management. Management uses the reports to track progress towards its various goals, control expenditure and increase revenue. Reports help to predict trends and this is advantage of increasing profits.
How many types of reports can you create in Salesforce?
In Salesforce we can Create 4 types of report formats
What is a joined report?
4. Joined Reports:Blocks of related information in a single report. This type of reports enable you to adopt five different blocks to display different types of related data. Each block can own unique columns, summary fields, formulas, filters and sort order. Use joined reports to group and show data from multiple report types in different views.
What is dashboard in VisualForce?
Dashboard is the graphical representation of the data generated by a report or multiple reports. Dashboard component types can be charts, tables, gauges, metrics, or other components that you can create with VisualForce. ❮ Previous Next ❯.
Can you create reports in Salesforce?
In Salesforce.com we can easily generate reports in different style. And can create reports in very short time and also we schedule the reports. Salesforce provides a powerful suit of analytic tools to help you organize, view and analyze your data.
Learning Objectives
Retaining, Archiving, and Accessing Data
- Whether you’re using Sales Cloud, Service Cloud, Marketing Cloud, or you’ve built connected apps, a substantial amount of data is likely to be generated and pushed into your org at any given time. This presents some challenges. Data is gold, and deleting it can be out of the question because of its value. If you’ve ever encountered cases like these, implementing an archiving strategy may b…
Use Case: Retaining, Tracking, and Managing Data
- A large retail customer wants to archive old data to free up space in their org, and still be able to retain that data with the option to unarchive it for up to 7 years. To resolve these business challenges, Robert Bullard, from Get Cloudy Consulting, recommends using Heroku Connect, Postgres, and Salesforce Connect. Within this architecture, there...
Consolidating Multiple Salesforce Organizations
- Most users have multiple orgs. If you’ve ever tried to share the data between them, you may have had some difficulties attempting to merge. One way to mitigate these problems is to use Salesforce Connect and the hub-and-spoke model. In this model, all of the data flows from the hub org to all of the spokes, or secondary orgs. On the other hand, Heroku Connect also helps t…
Use Case: Consolidating Siloed Department ORG Data
- A large retail chain has come to Cloudy Consulting in need of a way to centralize customer data from two sales orgs and a service org they own. Meanwhile, they are also interested in creating an individual customer experience for each line of business (LOB) they offer. After reviewing the customers needs, Robert decides to use Heroku Connect, Salesforce Connect, and the add-on H…
One More Thing...
- Salesforce Connect can bring up to 100 tables of data from a single source integration. For example a customer is using multiple data sources for different objects. Although there is no maximum on the amount of connections that you can have, there are Salesforce Connect licenses that are needed for each source you’re integrating with. If you have multiple source systems an…
Resources
- Trailhead:Salesforce & Heroku Integration
- Salesforce Documentation:High Data Volume Considerations for Salesforce Connect
- Salesforce Documentation:OData Callout Rate Limit Considerations for Salesforce Connect
- Salesforce Documentation:Hub and Spoke Model
Introduction
- As your business grows, you’re going to be gathering more and more clients, which means you’re collecting more and more data about them as well – new Opportunities to do business with them, new Activities every time they send an email or give you a phone call, and new Cases to help them out on their journey with your business. It’s no secret that Salesforce doesn’t have the cheapest …
What Is Data Archiving?
- Imagine it this way: you have a pig-shaped money box, like the one you likely had as a child. Every day, you diligently save your hard-earned coins by putting them in the moneybox. Eventually, there comes a point in time where your money box is full – which is great! The only problem is that you want to keep saving. You have a few options: 1. Stop putting money in the moneybox. This isn’t i…
Data Archiving Solutions
- There are a number of data archiving methods and best practices that you’ll need to consider when creating a data archiving strategy and selecting the right Salesforce data archiving tool for your business. The first and biggest thing to consider is what data is taking up the most space in your Salesforce org, and what data could potentially be shi...
Differences Between Data Backup and Archive
- The difference between a data backup and data archive is quite simple: when you backup your data, you’re taking a copy that can be accessed if things go wrong. This will quite often be a full backup of all of your data within Salesforce that can be used to restore your org to a previous state, or allow users to access important data in the case of an outage. This is different to a dat…
What About Salesforce’s Backup and Restore Tool?
- Salesforce recently announced their own entry into the Backup and Restore space at Dreamforce 2021. Their new Platform Tool called Backup and Restore was recently made available for purchase. I haven’t yet had a chance to have hands-on experience with Salesforce Backup and Restore just yet, but I have done some research and discovered quite a bit about the new tool. A…
Summary
- So, there you have it! Now you know all about Salesforce Data Archiving, methods of how to archive your Salesforce data off the platform, as well as some best practices in doing so. You’re also now aware of the difference between data backup and archiving, and how to put together a data archiving strategy that best suits your business. Now, you are also aware of third-party tool…