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Top Tips on Salesforce Data Archiving with Backup and Recovery

We live in the significant data era, and any random business you take, you can find that it will primarily be residing on the data. Companies’ existence and future growth are now largely dependent upon how they collect, retain, store, access, and manage business data. Business data is not just for gathering information from the stored repositories when needed. Still, data analytics and big data have now opened many channels for effective decision-making, too, through data analysis its important to recover Salesforce Data.

However, handling this massive volume of business data comes with many challenges and hazards while being stored and used on Salesforce systems. Handling data in big books can incur a higher storage cost, poor performance of the application, scalability and security issues, compliance challenges, and questions related to proper data governance. All these things may become complicated if the business is mainly in the highly data-driven sectors like finance, healthcare, telecom, banking, research, government, technology, education, etc.

Efficient analytics and data management strategies play a critical role in deciding the future of any business in the progressive global environment. So, Salesforce enterprises are always considering the most effective data management strategies to ease this process. Archiving of Salesforce data has also proved to be a practical approach in managing data growth and optimizing storage usage. As per the recent trends in Salesforce data archiving, many companies are looking towards the top enterprise data archivers who can keep the historical data secured for a more extended period.

Doing archival properly can help enhance application performance employee work productivity, and also, it can help reduce the significant cost incurred for storage. Proper archiving of unused data can also enable businesses to respond to future legal inquiries and be compliant with the regulatory data retention policies by the government. In this article, we will try to discuss some of the major options in archiving and what solutions will offer you better Salesforce data backup by ensuring security.

Proper data archiving can also help mainly with salesforce data recovery if recovery from an old, not so frequently used dataset is available. In that can also, the disputes were considered, and appropriate measures will be taken. Further in this article, we will discuss some of the top options suggested by the Salesforce data archiving specialists. Here come the options.

Option #1

External Objects: These are the same as the custom external objects of Salesforce. The only difference here is that data may be stored outside Salesforce in external things. Each external object may be associated with a specific external data source with its definition in the Salesforce organization that clarifies how you can access the external system. These solutions may work the best for the enterprises where data security may not further be a crucial concern.

Option #2

Heroku-based – As we have seen, various open-source services can be implemented to archive data from any Salesforce system to the Heroku platform. You can use bi-directional data synchronization between Heroku and Salesforce. In contrast, Heroku Connect is an add-on tool that can consolidate data in a Postgres database with all the accounts, contact, and other objects onto a Salesforce database. This is not just purely for archiving purposes, but Heroku Connect is known for its CRM Multi-Org Consolidation.

Option #3

Data extraction: The simple data extraction methods can be used for archiving all-important Salesforce data. All these data can be stored flat at an external system, which may reduce the data load on any internal objects. The records of data can be extracted. CSV format can be done directly from Salesforce systems or by using the ETL tool. All these processes come with many complexities that you need to tackle first.

Option #4

Native data archiving with Big Objects: Big Objects are considered the large data storage systems of Salesforce. These can accommodate billions of data records as read-only files. Modern enterprises can store vast volumes of diversified data from the existing objects to Big Object inside any Salesforce platform by using Big Objects. These will ensure consistent data performance and direct access to billions of records. However, data from any primary storage may not be moved automatically to Big Objects storage, which may also require enterprise-grade tools for managing the whole process.

Option #5

AppExchange archiving solutions: For archiving, enterprises may choose among various Salesforce applications available at App Exchange to meet their needs. One primary application available at App Exchange for archiving is DataArchiva, the only native Salesforce archiving solution. It can help retain critical Salesforce big data at Big Objects by ensuring seamless data integrity and instant accessibility. 

Utilize the Salesforce Shield

We can see that Salesforce Shield is another tool meant to help the administrators and developers bolster the business-critical apps using additional security layers. Salesforce Shield is an admin-friendly tool that may not require any complex setup. It will also help to automate Salesforce security policies. It is also beneficial for health and financial applications to protect the most sensitive info and comply with data security and confidentiality regulations.

With Salesforce Shield, you can also encrypt the standard data fields, unstructured files, etc. Shield encryption will also support the platform functions like validation rules, search, workflows, etc. The encryption processes may not interrupt the other actions, which is one major drawback you may see in Salesforce’s native encryption.

Archiving is a critical aspect of Salesforce data management, which can ensure proper data storage and anytime retrievability and make the daily data operations much faster and clutter-free. You can find many archiving tools and backup solutions at App Exchange, which you may choose based on your organizational needs and priorities.

Read More: What is Data Storage?

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