Slaesforce FAQ

how to clean up file storage in salesforce

by Marguerite Dickens Published 2 years ago Updated 2 years ago
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One way to clean up your data is to use a tool that will help you to remove it. There are a number of tools that you can use to delete some of your data manually: Salesforce’s Mass Delete Wizard - This is the native/web-based deletion wizard for Salesforce. Go To Setup>Mass Delete Records to access the tool.

One way to clean up your data is to use a tool that will help you to remove it. There are a number of tools that you can use to delete some of your data manually: Salesforce's Mass Delete Wizard - This is the native/web-based deletion wizard for Salesforce. Go To Setup>Mass Delete Records to access the tool.Dec 6, 2016

Full Answer

How much Salesforce data storage do I get?

While the Developer gets 5MB and Personal gets 20 MB of Salesforce Data Storage. The File Storage allocation per user license for Contact Managers, Groups, and Professionals gets 612 MB, Enterprise and Unlimited edition get 2 GB. Although it is possible for you to optimize Salesforce data storage, you will experience the following drawbacks:

What can you do with Salesforce files?

Use Salesforce Files to share and collaborate on files, store files privately, manage version updates, and follow files that are important to you. Use Files Connect to connect to external file systems right from Salesforce.

How do I free up space on my Salesforce instance?

To help free up data storage for your Salesforce instance, apps like Task Archiver can relocate tasks to files or delete tasks that fulfill user-defined criteria. Last resort options include purchasing additional Salesforce Data Storage or upgrading your Salesforce edition, both of which can be costly.

What are the tools used for data removal in Salesforce?

ETL (Extract, Transform, Loading) Tools- These tools are mostly used for data migration but they can also be used for data removal. A good example of an ETL tool is the Salesforce Data Loader which can delete data from Salesforce and access all Custom and Standard objects.

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How do I free up data storage 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 Review potentially outdated records or archived items and consider deletion in order to free up some of your storage.

How do I delete storage files in Salesforce?

Setup | Administration Setup |Data Management | Storage Usage. Scroll to the bottom of the page to view your largest files, by storage utilization. Click on the attachment name to view the attachment. From here you have the option to delete it.

How do I manage storage in Salesforce?

Take the following measures:#1: Build an Effective Archiving and Reporting Strategy.#2: Choose a Data Management Tool.#3: Remove Unnecessary Data Manually.#4: Remove Unnecessary Data Automatically.#5: Purchase Additional Salesforce Data Storage.

How do I fix storage limit exceeded in Salesforce?

A) Delete unnecessary or extra data in your full copy sandbox to comply with contractual limits. B) Contact your Account Team to begin the process to provision a storage level increase in production and then match the new limits over to your full sandbox.

How do I mass delete content bodies in Salesforce?

To delete Content or Files from your organization:Log into Data Loader.Select 'Export'Check Show all Salesforce objects" and select Content (ContentDocument) object. ... Select Id and any other desired fields and follow the prompts to complete your export. ... Review the resulting CSV file to verify the Content to be deleted.More items...

How do I empty the Recycle Bin in Salesforce?

Select the Recycle Bin that you want to access (1). Select the items you want to restore or permanently delete, and click Restore (2) or Delete (3). To permanently delete all items in the org recycle bin, click Empty Org Recycle Bin (4). A window displays confirming that you want to empty the Recycle Bin.

What is the difference between data storage and file storage in Salesforce?

Salesforce storage is divided into 2 categories - file storage and data storage. File storage is allocated space to store files (e.g., attachments, user photos, and documents). Data storage is allocated space used to store records (e.g., Accounts, Opportunities and Cases).

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.

How do I monitor data storage in Salesforce?

View your Salesforce org's storage limits and usage from the Storage Usage page in Setup....View Storage UsageFrom Setup, enter Users in the Quick Find box, then select Users.Click the name of any user.Click View next to the Used Data Space or Used File Space fields to view that user's storage usage by record type.

What is data storage limit in Salesforce?

Big Object StorageSalesforce EditionData Storage Minimum per OrgFile Storage Allocation per User LicenseProfessional10 GB612 MBEnterprise2 GBPerformanceUnlimited5 more rows

How does dirty data get entered?

Well, usually dirty data gets entered in, in one of three ways. The first is probably the most obvious, which is manual entry. Manual entry as the name implies, someone logs into the system, they’re typing away on their keyboard and they enter in a new record.

What is duplicate data?

Duplicate data means that same information already exists elsewhere in the database, at least more than one time. The next one would be incorrect data. An example of incorrect data would be a street address that is outdated. The next is inaccurate data.

Squeaky Clean Data

No matter how prepared you are for an emergency or how fast an email can be sent, it won’t get to the end user if you have bad data about that customer. According to Harvard Business Review, bad data costs US companies $3 trillion dollars in wasted time and resources to make up for or fix that data.

Database of Record

So where to begin? Let’s start by talking about your database of record (DBOR) or where you store the most accurate and up-to-date information about your customers. Step one is to make sure everyone (and we mean everyone) agrees and—more importantly—uses your DBOR as their source of truth about customer information.

Make Data Hygiene a Priority

It’s time to make data hygiene a priority in your day-to-day workflow. Let’s review some possible risks and solutions to improve the quality of your data.

All About the Data

Clean data is great. Fast processing of that data is even better. So let’s review some best practices in data storage that can help with account optimization and email processing times.

Data Retention

One of the easiest options for ongoing data hygiene is to create a retention plan to limit the number of data extensions in your account and the amount of data you store. When you create a data extension in Marketing Cloud, you can choose how you want to apply data retention by selecting to delete specific data or the entire data extension.

Prepped and Ready

In addition to saving your company money, reviewing data hygiene and storage is an important aspect of emergency preparedness. It’s like checking the expiration date of the food in your emergency kit. Just remember to focus on the following key principles.

Quiz

1 What is considered a best practice to control data processing times?

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Learning Objectives

Squeaky Clean Data

Database of Record

Make Data Hygiene A Priority

All About The Data

  • Clean data is great. Fast processing of that data is even better. So let’s review some best practices in data storage that can help with account optimization and email processing times. 1. Establish naming conventions and limit the number of data extensions in your account. While there is no set limit to the number of data extensions in an account,...
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Data Retention

Prepped and Ready

Resources

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