Slaesforce FAQ

do archived tasks salesforce count against storage

by Jailyn Rosenbaum I Published 3 years ago Updated 2 years ago
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Additionally, the limited archiving capability in Salesforce does count against your company's storage allocation. On the other hand, several proprietary cloud archiving vendors offer the ability to retain and archive a minimal subset of Salesforce data – only email and Chatter, not the actual CRM data held within the Salesforce platform.

Deleting archived activities decreases consumed storage. Hence archived records still consume storage.Jul 20, 2020

Full Answer

What happens when you reach the Salesforce data storage limit?

When you reach the Salesforce Data Storage limit, Salesforce will send an email to your administrator informing them that they must either: More Salesforce Data Storage should be purchased.

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 to do with unnecessary data in Salesforce?

Examples of such tools include the Data Storage Optimizer which was designed for Salesforce.org customers and Big Objects which helps Salesforce users to archive their data without the need for an external application. If there is unnecessary data stored in your Salesforce account, you can delete it.

How many tasks are there in storage usage?

In the Storage Usage screen under Data Management in Administration it indicates that there are 924,000 Tasks but if I do a SOQL query "select count () from Task" I get only 118,000 records coming back. I am unsure why there is a difference?

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How do I reduce storage usage in Salesforce?

Increase StoragePurchase more storage space, or add user licenses in Professional, Enterprise, Unlimited, and Performance Editions.Delete outdated leads or contacts.Remove any unnecessary attachments.Delete files in Salesforce CRM Content.

How is storage calculated in Salesforce?

They are a junction of two individual records, an Account and a Contact. For example, 500,000 Person Accounts will require around 2GB of storage. Storage needed = (500000 X 4KB)/1024 = 1953.125 MB which when further divided by 1024 = 1.9073 GB which is around 2GB.

What are archived tasks Salesforce?

Salesforce archives the activity again when it meets the criteria in the future. For example, imagine that a task was created 365 days ago with no due date. It was closed some time earlier and is archived today, 365 days after its creation.

Which of the following are considered data storage in Salesforce?

File storage includes files in attachments, Files home, Salesforce CRM Content, Chatter files (including user photos), the Documents tab, the custom File field on Knowledge articles, and Site.com assets. Data storage includes the following: Accounts. Article types (format: “[ Article Type Name ]”)

What is the difference between data storage and file storage?

In block storage, data is stored in blocks, whereas, in file storage, data is stored as files in a single piece.

Does Salesforce charge for data storage?

Salesforce typically charges $125 per month for 500mb of additional storage data. For 2020mb, a business could pay $500+ per month to store a single month's worth of data.

How long do tasks stay in Salesforce?

For Tasks, Salesforce will archive anything with a due date greater than 365 days ago or anything with no due date created 365 days ago. While Archived activities will appear in your Activity timeline, you will not be able to report on them. Consider yourself warned.

Can you report on archived activities in Salesforce?

After the feature is enabled, you can create reports containing archived activity Ids dating back to the number of days the feature was requested. To create the report: a) Click on the reports tab. b) Then click on create new custom report.

How do I query archived activities in Salesforce?

You can use queryAll() to query on all TASK and EVENT records, archived or not. You can also filter on the isArchived field to find only the archived objects.

How do I increase storage space in Salesforce?

You can increase your data storage by buying additional data storage. It can be purchased on Your Account or by contacting your Account representative. Review potentially outdated records or archived items and consider deletion in order to free up some of your storage.

What is the storage in Salesforce?

File Storage Salesforce. The Salesforce Data Storage capacity for Contact Manager, Group, Essentials, Professional, Enterprise, Performance, and Unlimited editions is 10 GB. While the Developer gets 5MB and Personal gets 20 MB of Salesforce Data Storage.

What is file storage in Salesforce?

File storage includes files in attachments, Files home, Salesforce CRM Content, Chatter files (including user photos), the Documents tab, the custom File field on Knowledge articles, and Site.com assets. Data storage includes the following: Accounts.

Why do we need to archive Salesforce?

The most obvious requirement to archive Salesforce data is to reduce storage overheads. Salesforce doesn't include a comprehensive archiving mechanism, instead industry experts recommend incorporating a third-party archiving application or delete aging data as needed. Many companies eventually run into Salesforce data storage limitations and face the need to either delete or archive data to free up space. Purchasing additional storage can cost $125 per month for 500 MB per year. For most organizations, this option isn’t economical, especially if email and other Salesforce group collaboration applications are used. However, the need to archive Salesforce data goes way beyond addressing inherent storage limitations.

What is Salesforce Archive 360?

The Archive360 Salesforce Archiving solution is a comprehensive Azure Cloud-based information management and archiving solution designed specifically for the Salesforce platform. With it, companies can rest assured their organization can meet all regulatory data retention regulatory requirements, including but not limited to SEC Rule 17, FINRA, MiFID II, FDA 21, CFTC, IIROC, FERC, FAR 4.7.

What is Salesforce CRM?

The Salesforce platform is a leading customer relationship management (CRM) application and cloud computing platform with functionality targeted at sales, marketing, and customer services professionals. Salesforce offers a wide variety of CRM categories and systems to meet various customer needs, including CRM clouds for Sales, Marketing, Services, Commerce, Analytics, Integration, and Community.

Who is Bill from Archive360?

Bill is the Vice President of Global Compliance for Archive360. Bill brings more than 29 years of experience with multinational corporations and technology start-ups, including 19-plus years in the archiving, information governance, and eDiscovery markets. Bill is a frequent speaker at legal and information governance industry events and has authored numerous eBooks, articles and blogs.

Why is data important for business?

Data is crucial for organizations to make business decisions based on facts and for more accurate targeting. One of the most significant ways of operating a business today is by managing the large data volume and identifying less used data that can be archived to a safe and secure storage location for future use.

Does Salesforce have storage?

Though Salesforce offers storage space, it is limited by edition. You can even view your total storage in Salesforce divided by data and file storage.

Does Salesforce have data backup?

Though Salesforce offers some data backup & archiving, it is not necessary that it will archive the data your organization needs. The type of data that is important might differ from business to business. It is important to find a tool which can successfully archive the data you want. The tool or application must be user-friendly, cost-effective, agile, and efficient. Your selected app must target the kind of data to be archived, the ability to retain data as long as you want, the ability to access the archived data without any hassle, an option to restore whenever required, and must offer you seamless user experience.

Why do companies use Salesforce?

With Salesforce, companies are able to establish better connections with partners and potential customers. Companies also use Salesforce to market to customers, track customer activity, and perform many other activities. When using Salesforce, the amount of data that you’re handling may grow too big. Due to this, you need to come up ...

What are some examples of Salesforce tools?

The good thing is that Salesforce comes with a number of tools that can help you do that. Examples of such tools include the Data Storage Optimizer which was designed for Salesforce.org customers and Big Objects which helps Salesforce users to archive their data without the need for an external application.

What is Salesforce CRM?

Salesforce is a customer relationship management (CRM) product that helps bring companies and customers together. It’s an integrated CRM platform that gives all your company departments a single, shared view of each customer. Before Salesforce, companies hosted their CRM solutions on their own server.

How many records can you delete in Mass Delete?

It allows you to delete Activities, Leads, Accounts, Cases, Contacts, Solutions, Products, and Reports. Currently, Mass Delete has a limit of 250 records and can only be used to delete named objects, meaning that it will not be a silver bullet for you.

What are some examples of performance issues?

Examples of such issues include longer than expected search times, longer record saving times, long wait times to access records and populate fields on the screen, and other actions taking too much time to be completed.

Can you delete Salesforce data?

If there is unnecessary data stored in your Salesforce account, you can delete it. This is good for preventing the degradation of performance from occurring. There are a number of tools that you can use to delete data manually:

Is Salesforce data storage optimized?

Although it is possible for you to optimize Salesforce data storage, you will experience the following drawbacks: It may be difficult for you to identify what is causing a degradation in performance. The optimization process may take a long time, especially when you have to remove data manually. You may be required to purchase an external tool ...

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