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Research University Unlocks Historical Reporting with Operational Salesforce Archive

CapStorm enables backup, restore, and cross-system visibility, improving data quality and reporting for campus-wide services.

Customer Profile

Industry:
Education
Company Size:
1,000+ employees
Tech Stack:
Salesforce, SQL Server
Specialities:
Research, Public Education, Community Service

The Challenge

This land-grant research university needed an operational archive to support backup, restore, and long-term reporting. With large volumes of data flowing through Salesforce Service Cloud, the university faced challenges in verifying discrepancies, identifying inactive records, and maintaining a clean, accurate dataset. At the same time, leadership required access to historical records, often outside of Salesforce, to support audits, funding decisions, and academic planning. They needed a scalable solution to separate active from inactive data, without losing visibility.

The CapStorm Solution

CapStorm delivered a multi-product solution that gave the university control over its Salesforce data lifecycle. CopyStorm powered ETL-based data extracts, while CS:Enable enabled bi-directional integration to bring critical data back into Salesforce when needed.

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Off-Platform Archive for Historical Data

CopyStorm created a SQL-based mirror of the university’s Salesforce orgs—supporting backup, restore, and long-term visibility.

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ETL-Powered Data Extracts

CapStorm’s extract tools enabled faster, filtered access to records, supporting daily operations and audits.

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Bi-Directional Data Flow with CS:Enable

The team imported non-Salesforce data into Salesforce, supporting case management and record validation.

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Improved Data Discrepancy Resolution

Teams used archived records to verify data inconsistencies and improve the quality of Service Cloud operations.

The Impact

  • Created an operational archive to separate active and historical data.
  • Enabled access to full history for objects and individuals, outside Salesforce.
  • Boosted developer efficiency through faster record processing.
  • Empowered leadership with accurate, long-term reporting from SQL Server.
  • Enhanced data validation and auditing workflows in Service Cloud.
Research University Unlocks Historical Reporting with Operational Salesforce Archive
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Solutions for Every Data Challenge

Backup & Recovery

Protect Salesforce data with self-hosted backups, rapid restore, and full compliance – no cloud reliance required

Data Integration & Reporting

Sync Salesforce data to Snowflake, SQL, and BI tools in near real-time for analytics.

Salesforce Dev & Enablement

Seed sandboxes, version metadata, and enable faster dev cycles with compliant, consistent test data.