Full Answer
How do I archive data on the Salesforce platform?
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. Let’s look at a use case to give you a better understanding of how to utilize Heroku Connect when you’re ready to archive data within your own solution architecture.
Does Salesforce backup&archive data?
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.
How can Salesforce archiving help in the event of litigation?
In the event of litigation, customer communication and data generated by Salesforce may form part of an eDiscovery requests. Integrated Salesforce archiving, with documented, auditable legal hold functionality significantly reduces your risk of potential fines or loss of cases. With Salesforce archiving, you can respond in a timely manner.
How to manage data storage in Salesforce?
You can even view your total storage in Salesforce divided by data and file storage. When it comes to archiving the data, understanding the data usage metrics is very imperative. You must have relevant tools to evaluate the data volume and track trends. You can create re-usable dashboards to determine which data to archive.
Can we archive records in Salesforce?
Archiving lets you continue to store files in Salesforce without them being in a library or exposed in search results. Deleting files moves them to the Recycle Bin, where files remain for 15 days before being permanently, automatically deleted. Within 15 days of deleting a file, you can restore it from the Recycle Bin.
How do I archive records?
Here are the top tips for archiving your paper documents.Purge Unnecessary Files First. Archiving your paper documents is faster and easier when you begin with a file purge. ... Verify Record Retention Timeframes. ... Allocate Appropriate Storage Space. ... Ensure Fast & Accurate Retrieval. ... Digitise Your Active Files.
What is data archiving in Salesforce?
This is different to a data archive – a data archive is when you're removing older or less relevant data from your live Salesforce org in order to reduce the amount of data you're paying for or reduce the amount of data that your users need to sieve through to access what they need.
How do I archive an object in Salesforce?
0:142:51Archive Salesforce Data with Big Objects - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd they get in our way and the question is how do i archive this historic data now there are a fewMoreAnd they get in our way and the question is how do i archive this historic data now there are a few different ways to do this but in my case I chose to use big objects.
What is difference between archives and records?
An archives is the repository of the permanently valuable records of an organization. Such records are traditionally transferred to an archives, both physically and legally, when the organization that created them no longer needs them in the course of business.
What is the process of archiving?
Archiving is the process by which inactive information, in any format, is securely stored for long periods of time. Such information may – or may not – be used again in the future, but nonetheless should be stored until the end of its retention schedule.
How do I set up data retention in Salesforce?
Manage Data Retention PolicyClick the data extension.Click Edit in the Data Retention section.To enable the retention settings, click On next to Retention Setting. ... To allow the application to delete a specific data extension for a time period, choose Individual Records in the Delete section.More items...
Does Salesforce backup my data?
Salesforce provides numerous native tools that can be used to backup your data. Most of these tools are manual and will only export your data, they will not restore in the event of data loss. The exception to this is Salesforce's Backup & Restore tool, which was launched at Dreamforce 2021.
Which two best practices are Recommendedprior to mass deleting records?
RUN AND EXPORT A REPORT TO ARCHIVE DATA BEFORE DELETION. Correct: Running and exporting a report to archive data before deletion is a best practice.
How do I unarchive a record in Salesforce?
You only need to call update() using just records by Id value (you just "touch" the record). They will be restored upon saving.
What is a Salesforce big object?
A big object stores and manages massive amounts of data on the Salesforce platform. You can archive data from other objects or bring datasets from outside systems into a big object to get a full view of your customers. From Setup, you can create a custom big object and define its fields and index.
What is Salesforce Connect?
Salesforce Connect provides seamless integration of data across system boundaries by letting your users view, search, and modify data that's stored outside your Salesforce org. For example, perhaps you have data that's stored on premises in an enterprise resource planning (ERP) system.
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.
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.
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.
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…