5 Hidden Features of DataArchiva to Elevate Your Salesforce Data Archiving Strategy

For Salesforce data archiving, DataArchiva truly shines as an essential tool for businesses of all sizes. Picture yourself as a compliance officer or CTO, juggling the complexities of data storage while navigating strict compliance regulations. You want to ensure that your data retention practices not only meet legal obligations but also optimize performance and cut storage costs.

As you tackle this challenge, you might find yourself grappling with questions like:

  • How can I effectively manage Salesforce data without overwhelming the storage?
  • What strategies can I implement to maximize Salesforce app efficiency?
  • How do I balance data retention costs with the need for accessibility and performance?
  • What strategies can I implement to easily archive Salesforce data for compliance?

If these questions resonate with you, you’re in the right place! Let’s explore how DataArchiva can help you find the answers you need as it helped over 100+ customers resolve their storage hiccups & compliance challenges by adapting to archiving automation for Salesforce.

Therefore, whether you’ve been using DataArchiva for a while or are just starting to explore its capabilities, discovering its hidden features can make a significant difference in your data strategy and help you get a better ROI. 

The Real Brain of DataArchiva

The core strength of DataArchiva lies in its advanced product architecture, which serves as the foundation for effective Salesforce data archiving automation. This architecture simplifies complex processes, allowing businesses to manage their Salesforce data seamlessly. Think of it as the backbone that supports efficient data management.

The Hidden Features 

DataArchiva’s true potential shines through its custom setting center and app dashboard. Here are five hidden features that can significantly enhance your archiving experience:

1. Audit Logs

Maintain compliance effortlessly. The audit logs track every action, ensuring you meet regulatory requirements without hassle.

Use Case: Consider a healthcare provider that must comply with HIPAA regulations. With DataArchiva’s audit logs, the organization can track which user archived which data and when. This transparency helps them maintain compliance and can be invaluable during audits, allowing them to demonstrate adherence to regulations effortlessly.

2. Multiple Archives

Create and manage multiple Salesforce data archives based on specific policies. This feature allows you to customize your archiving strategy by grouping the compliance data catering to diverse business needs.

Use Case: A global corporation needs to archive data differently across regions due to varying legal requirements. Using DataArchiva, they can set up multiple archives, each tailored to comply with local regulations while maintaining a unified approach. This flexibility ensures compliance and simplifies data management across different jurisdictions. 

For an Australian infotech, DataArchiva once resolved residency challenges, for archived Salesforce data,  read the full story

3. Analytics on Archives

Gain insights by merging archived and live data with in-built reporting capabilities. This feature helps to assess usage patterns from old emails, cases, opportunities, accounts, and contracts, allowing teams to revisit cold cases and identify potential upsell opportunities for the future.

Use Case: A sales team wants to identify which products generate the highest revenue across different customer segments. By analyzing historical sales data in Sales Cloud, they can assess product performance and customer buying patterns. This analysis enables them to tailor their sales strategies, focus on high-margin products, and allocate resources more effectively, ultimately driving increased sales and profitability.

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4. Job Monitor

Track your archiving jobs in real-time within Salesforce. This functionality ensures you can identify issues promptly, maintaining the integrity of your data.

Use Case: An e-commerce company runs archiving jobs monthly for Salesforce with DataArchiva to manage customer transactions. If an issue arises, such as a job failing to complete, the Job Monitor feature alerts the platform manager immediately. This proactive approach keeps the entire process transparent and ensures that archiving runs smoothly, preserving data integrity.

5. Restore, View & Search

Description: Effortlessly view, search & restore archived data directly from Salesforce. This eliminates the need for complex processes, making data retrieval straightforward.

Use Case: A technology company that uses Salesforce Service Cloud needs to access historical customer support cases for an audit. Using DataArchiva, the support team can restore archived case records to review customer interactions, resolutions, and compliance with service level agreements (SLAs). With direct querying capabilities within Salesforce, they can quickly filter and search for specific cases while ensuring that access is controlled by strict user permissions. 

Explore the Newest App Version of DataArchiva: Includes Essential AI

Navigate Your Cloud Archives for Salesforce with AI Precision

The latest version of DataArchiva introduces Cognitive Search, a groundbreaking AI feature that enhances your interaction with archived data. This new capability allows you to navigate through Salesforce archives with remarkable efficiency.

Advantages of Cognitive Search:

  • No Complex Queries: Simplify searches with user-friendly capabilities.
  • Accurate Search Results: The AI ensures you receive the most relevant data instantly.
  • Supports Natural Language Queries: Query your data in a natural, conversational manner.
  • Designed for Accurate Knowledge Extraction: Extract critical information without sifting through unnecessary details.

Stay tuned for more updates! DataArchiva is dedicated to continually improving your archiving experience. For additional insights on using DataArchiva for your data management, get this free product datasheet for archiving Salesforce data. 

Conclusion

In summary, DataArchiva is an essential tool for effective Salesforce data archiving. By leveraging features like audit logs, multiple archives, and AI-driven search capabilities, businesses can enhance data management and ensure compliance.

If you’re looking for personalized advice on how you can optimize your Salesforce data archiving, reach out to our data experts. They can provide insights tailored to your needs, ensuring you maximize the benefits of DataArchiva.

For more information, contact us or request a demo today! 

And don’t forget to follow us on Linkedin for the latest updates and insights.

Transform Your Salesforce Data Archiving Experience Today!

For further exploration of DataArchiva's features and benefits, visit AppExchange.

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DataArchiva offers three powerful applications through AppExchange including Native Data Archiving powered by BigObjects, External Data Archiving using 3rd-party Cloud/On-prem Platforms, and Data & Metadata Backup & Recovery for Salesforce. For more info, please get in touch with us at [email protected]
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CEPTES has been a pure-play Salesforce platform-focused company since 2010. We are product magicians as well as Salesforce consulting whizzes with 1000+ customers across the world. DataArchiva is CEPTES’s flagship application listed on AppExchange
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