Simplifying Your Data Archival Process

Welcome to our Data Unleashed web series. This web series represents a collection of ideas, lessons learned, and use cases accumulated by serving Salesforce customers over the past 12+ years. If your organization uses Salesforce, this web series was designed specifically for you.
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In Episode 11 of Data Unleashed, Drew takes a look at some of the ways organizations handle their Salesforce data archival process. If your Salesforce org is close to the data limits offered within Salesforce, you might take one of the more common approaches to handle this situation. The first involves just buying more storage space. This can be the easiest solution for some, but the additional costs associated with this is undesirable for most organizations. Second, you might try exporting a ton of CSV files and uploading them into a storage platform such as AWS. The third option involves trying to build your own scripts or manually deleting data yourself. These last two options take up serious time, and luckily there is an easy way to save time and combat the laborious process of data archival.

Something we hear a lot about from our customers is the difficulty of archiving old data you might need to retain for business or compliance requirements. Fortunately, CapStorm has a simple solution that helps solve this problem by allowing you to replicate certain objects and data to a local relational database. An added bonus? This is all behind your firewalls, where you can easily retain this data for as long as you need. This allows you to analyze the data, and then restore it back into Salesforce with ease. 

Tune in each Tuesday for more episodes of Data Unleashed, and discover all the tips and tricks to help you get more value from your investment in Salesforce. We would love to hear from you if you are looking for a fast, easy, and highly secure way to protect your Salesforce data & metadata! Reach out to an SFDC data expert or send us a message on LinkedIn!


Video Transcription

Hey there, happy Pi Day, my name is Drew Niermann. And you’re watching Data Unleashed, the video blog series dedicated to helping you get more out of your investment in Salesforce.

I have a question for you today. What do you do if your organization, Salesforce org, or orgs, are hovering below or even a little bit above your Salesforce data and file storage thresholds? This is a problem that I hear about pretty frequently. And it’s typically addressed in one of a few different ways. 

So commonly, organizations will pay through the nose to purchase additional storage for their Salesforce data and files. Sometimes they will export a bunch of CSVs and try to dump them into an S3 bucket on AWS or some storage platform like that. 

Other times, they’ll try to build scripts or manually delete data from Salesforce. But there is another way that one can address these challenges. 

Something that we hear about quite frequently is archiving old cases or even email messages that your organization may need to retain for X number of days or even years for certain regulatory requirements. 

And this solution is actually quite simple. You replicate the certain objects and data down to a local, relational database behind your firewalls, where you can retain this data for however long you need. And you can actually analyze the data and search for it, query your own relational database on demand. Then, should you have the need, you can actually restore the data back to Salesforce without a whole lot of effort to begin with. It’s just a really fast, easy solution. Some of our larger enterprise customers are even offering web services to piggyback on the local SQL database and then leveraging Salesforce connect to expose some of that archive data and in their local SQL database inside of Salesforce, as if it were actually native to Salesforce, but it’s not. 

So this is one of many different creative ways that enterprise Salesforce customers seek to solve this common problem. And if this is something that you’d like to learn more about, please click the link in the description of this video, drop me a DM on LinkedIn, or reach out to the CapStorm Team. We’d love to help you do more. Again, I’m Drew Niermann and this is Data Unleashed. And thank you so much for watching.

Drew Niermann

Drew Niermann

Drew excels in presenting deeply technical ideas in a simple way. He supports 50 of CapStorm's top global accounts, helping each company to achieve their desired outcomes while also guiding a team of Enterprise Sales reps to identify and execute on each of their strategic pursuits.

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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