Salesforce Archiving Made Easy: Optimize, Protect, and Access Your Data with CS:Archive

As your business grows, so does your Salesforce data. But what happens when an overloaded Salesforce environment starts slowing down operations, driving up storage costs, or creating compliance headaches?
Pink-hued clouds in the sky as sun peeks through.

For organizations that rely on Salesforce, managing data effectively is the key to staying efficient, secure, and cost-effective. That’s where CS:Archive, powered by CS:Enable, comes in – helping businesses take full control of their Salesforce data with smart archiving, cost reduction, and seamless access to historical records.

Why is Archiving Salesforce Data Crucial?

Salesforce environments grow over time, accumulating outdated, unused, or rarely accessed records. While this growth is natural, it also leads to escalating storage costs, decreased system efficiency, and compliance risks. Without an effective way to archive Salesforce records, businesses face a host of operational challenges.

Archiving isn’t just about saving storage space – it’s about creating an optimized, future-proof Salesforce environment. By adopting a thoughtful Salesforce data archiving strategy, businesses can retain access to important records, reduce costs, and simplify regulatory compliance.

How to Archive Data in Salesforce Without Losing Control

One of the most common concerns about archiving Salesforce data is whether it will remain accessible when needed. CS:Archive addresses this with a recovery process that provides a safety net for deleted records.

Accidental deletions are no longer a source of stress – CS:Archive allows you to retrieve deleted records from your CopyStorm Archive with ease. And with its integration with the CapStorm web app, users can access and manage their archived data through an intuitive, web-based interface. This seamless connection between Salesforce and your archived data ensures your information is always just a few clicks away.

How CS:Archive Transforms Salesforce Data Management

Effortless Salesforce Data Archival for Reduced Storage Costs

One of the biggest pain points for Salesforce users is managing storage costs. As your data grows, so do your expenses. CS:Archive intelligently identifies and archives outdated or seldom-used records, giving businesses control over their Salesforce storage.

This process is more than just cost-saving – it’s about optimizing your Salesforce environment for long-term sustainability. For instance, imagine an organization with years of historical sales data that is rarely referenced. Instead of clogging Salesforce with this information, CS:Archive archives the records while maintaining their accessibility when needed.

If you’re curious about how much you could save, try our Salesforce archive savings calculator for an instant estimate.

The Salesforce Archive Savings Calculator shows just how much you can save by archiving rarely-used data.

Improving Salesforce Instance Speed with Smarter Data Management

As Salesforce instances grow, performance tends to degrade. Slower page loads, delayed data retrieval, and inefficiencies can frustrate users and impact productivity. CS:Archive helps resolve this by removing unnecessary clutter from your environment.

By archiving Salesforce records, you’re left with a leaner, faster system that delivers the data your team needs without the delays caused by an overloaded database. This approach ensures that your Salesforce instance remains efficient, even as your business scales.

Maintaining Compliance Through Thoughtful Salesforce Archiving Solutions

For many organizations, compliance with data retention regulations is non-negotiable. Whether you operate in healthcare, finance, or any other heavily regulated industry, failing to meet data retention requirements can lead to costly penalties.

CS:Archive simplifies this process by offering advanced features like cascade deletes, which ensure related records are archived or deleted in alignment with regulatory requirements. The Data Viewer tool adds another layer of transparency, allowing businesses to track and validate compliance measures.

Experience Advanced Features That Redefine Salesforce Archiving Tools

CS:Archive offers several innovative tools that make Salesforce data archiving smarter and more efficient.

  • Mass Deletion: Programmatically remove large volumes of outdated records efficiently, ensuring precision and predictability.
  • Filtered Delete: Narrow the scope of deletions to only the data that needs to be removed, avoiding accidental deletions of important information.
  • Child Record Delete: Archive or delete related records across object hierarchies, including child and grandchild relationships, with ease.
  • Audited Delete: Generate detailed audit reports that show exactly which records will be deleted before and after removing them from Salesforce.

These features ensure that your organization has full control over its Salesforce data, improving accuracy and visibility during every step of the archiving process.

Maximize Data Sovereignty with the External Data Viewer

CS:Archive’s external Data Viewer takes Salesforce data management to the next level by enabling organizations to create a complete mirror of their Salesforce data in an external database. This feature offers businesses unmatched control over their data, ensuring full data sovereignty.

Why does this matter? Having your data stored externally not only enhances security but also provides flexibility in how you access and manage it. The Data Viewer also includes granular user access controls, allowing you to restrict access to sensitive data based on roles, departments, or teams.

This locally hosted solution empowers businesses to integrate their archived Salesforce data with internal systems, analytics tools, or compliance workflows – giving you complete visibility and control without being reliant solely on the Salesforce platform.

CapStorm’s CS:Archive extension allows you to store large objects or unused fields outside of your regular database.

Empower Your Business with CS:Archive

With CS:Archive, you’re not just managing your Salesforce data – you’re redefining how your organization approaches data management as a whole. From reducing costs and improving performance to maintaining compliance and ensuring data sovereignty, CS:Archive provides the foundation for a smarter, more efficient Salesforce environment.

If you’re ready to explore the possibilities of Salesforce data archiving solutions, connect with the CapStorm team to get started. 

With CS:Archive, you can rest assured that your data is safe, accessible, and optimized for the future.

Steven Welch

Steven Welch

Steven has over a decade of experience with content writing and design, and works to bring CapStorm's stories to a wider audience.

About CapStorm

CapStorm is the most technologically advanced Salesforce data management platform on the market. Billions of records per day flow through CapStorm software, and our solutions are used in every industry from credit cards, telecom providers, insurance agencies, global banks and energy providers.

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