Top 8 Technical Aspects to Consider Before Choosing an Ideal Salesforce Data Archiving Approach

In our previous blog, we discussed the top 15 business aspects to consider before choosing an ideal Salesforce data archiving approach or solution. If you haven’t read that yet, you can read it here. In this blog, we are going to discuss what could be the technical aspects to consider before choosing an efficient Salesforce data archiving solution for your enterprise. Below are the top 8 factors to consider.

1) Structured Data Archiving

When you are dealing with a lot of business data, especially sensitive business data, you have to consider various aspects of data relationships while thinking about any data archiving solution. So, it is always recommended to go for a structured data archiving solution that can move your data from your primary storage to an alternate storage space. A structured data archiving solution like DataArchiva takes care of your complex data relationships while maintaining data accessibility and referential integrity.

2) Archiving Automation

Automation is the most crucial feature of any technological solution. This saves a lot of time as well as human effort. As far as archiving automation is concerned, when done right, can reduce data errors & improve data quality with smarter & sophisticated processes. Similarly, compliance data management considerations being the top priority, maintaining process consistency in archiving unused legacy data in Salesforce can automatically be a scalable boost to system performance.

While choosing an ideal data archiving approach, it is important to consider the automation capabilities. The application should be able to automatically archive your Salesforce data without interrupting your business. If you are looking for something more than the best Salesforce data archiving experience DataArchiva is the Solution.

3) Data Type Support 

There are various data types in Salesforce like Chatter, Feeds, Emails, AppeExchange Application etc. including standard objects and custom fields. Your data archiving solution must support all these data types in order to offer you an uninterrupted experience.

4) Integration

It is very crucial for a data archiving solution to have inbuilt capabilities in order to work in tandem with any other third-party solution. You may require a third-party solution to automate certain business processes or even to boost operational excellence. Your data archiving solution should work seamlessly with other third-party AppExchange applicationss or cloud/SaaS based solutions. Before choosing a Salesforce data archiving solution for your Salesforce Org, make sure it offers a seamless integration facility.

Whereas DataArchiva not only allows users to integrate Salesforce with 3rd party clouds ‌like AWS, Azure, Heroku & GCP to archive their legacy data, it also possesses beyond-archiving capabilities to explore & exploit for a better managed Salesforce data storage system. 

5) Platform Governor Limitation Check

If your business is dealing with a huge volume of data and needs to archive them to an alternative storage space so that you can free up your primary storage, you must check the platform limitations of the data archiving solution. This may include factors like memory, file size, API support etc. An ideal platform usually has fewer limitations and it doesn’t restrict it users.

6) Easy Archive Data Restoration 

Your data archiving solution must be able to restore the archived data on demand without much hassle. However, it is essential to restore the archived data while keeping the data relationship intact.

7) Data Security & Encryption 

Ensuring 100% data security while archiving is an ongoing commitment that requires a combination of technical safeguards, policies, and user education. The consequences of data breaches can be severe, data protection/retention policy violations can be both financially and in terms of reputation, so investing in data archiving automation for a sensitive cloud CRM like Salesforce requires comprehensive data security measures. Salesforce data archiving application henceforth should qualify for parameters like access control, encryption and audit trails are in place to hold data as archives. 

8) Storage Compatibility

When evaluating a storage solution for Salesforce data, it’s crucial to ensure compatibility and consider the available database options. Compatibility ensures that your chosen storage solution is affordable, satisfies the compatibility parameters, and can be maintained internally & scalable to meet your business needs. 

Therefore, it’s critical to carefully evaluate the available database options for archiving your data in Salesforce, considering your data volume, use cases, costs, and security requirements to make an informed decision that aligns with your organization’s needs.

Also,  here are five other aspects you would need to consider if you reviewing for an ideal data archiving application in Salesforce –

i) Data Ownership

Additionally, you should have the capability to audit and analyze to ensure that the archiving application under the watch ensures the accuracy, integrity, and complete ownership of your Salesforce data even when archived. Your archived Salesforce data must remain within your owned storage with round-the-clock access. You must also have the ability to view, search, and restore the data whenever you want. 

ii) Large Data Offloading Capability 

Also, the data archiving application under review must support large-volume data offloading with ease. There should not be any data loss incident & the migration process must be fast without any impact on any ongoing business process. Speaking of large data volumes, DataArchiva once handled a complex use case for a leading US University that had a Salesforce org load of 600GB of confidential student information, which needed immediate attention for data storage saturation. Read the full story here. 

iii) Data Integrity 

The app must support multi-level ‌data hierarchies and preserve complex parent-child object relationships post-archival. Even after restoring the same level of hierarchies must reflect in the main org.

iv) Additional Tool Requirement 

Other than DataArchiva, many providers offer connectors or APIs (like Salesforce Connect, Heroku Connect, etc)  that allow you to integrate Salesforce with various storage options, which further adds to your archiving. Therefore check if your archiving solution needs any additional tools or 3rd party connectors to integrate Salesforce with your external cloud platform, or any other tools to provide additional security, restore, etc.

v) Deployment process 

The deployment process for a Salesforce instance can vary depending on the complexity of your implementation, the size of your organization, and your specific customization requirements.  

Here are the four things to consider – 

• Deployment Time
• Process Complexity 
• Risks Involved 
• Additional cost 

DataArchiva is not only easy to use but also easy to implement being a pure-play Salesforce platform. And, with our new releases, we have become more efficient!

If you want to see how these new features are a perfect product fit for your use case, consider a product demo from our seasoned experts to well-architect your Salesforce in a data-efficient way.

Not sure, how DataArchiva can help you ‌stay ahead of CRM, this application datasheet can help you learn about its capabilities better.

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DataArchiva is an enterprise data management application built for Salesforce that offers complete data management solutions including archive, backup, and seeding.