Salesforce Data Management: How Salesforce Data Can be Archived to Various External Databases

LIVE WEBINAR
Learn External Archiving with DataConnectiva & Explore Significant Benefits it Providers to Enterprise Customers
NAME TITLE EMAIL ID
Harish Kumar Poolakade Co-Founder & Chief Architect harish@ceptes.com
Rakesh N Rao Senior Manager Product Sales rakesh.rao@ceptes.com
Copyright © 2020 CEPTES Software Pvt. Ltd. All Rights Reserved
Hosted By
An External Data Archiving Solution for Salesforce
Presenters
#DataArchiva2020WebinarSeries

Learning Objectives
01
02
03
04
05
Salesforce Storage: Data Growth Pattern & Storage Management Options
External Storage : Challenges, Drawbacks, Expectations
DataConnectiva : Capabilities
Use Cases
Native Vs External: Differences & Similarities

1
February 2020 April 2020 May 2020 June 2020 July 2020
6 Episodes
LIVE
3 4 5 62
March 2020
The Role of Data in the
Era of Digital
Transformation on
Salesforce
Unravel the Importance of
Governance with Data
Archiving
Salesforce Data
Archiving Strategies
Adopted by Healthcare
& Financial Enterprises
Learn how Salesforce
Service Cloud &
DataArchiva has helped
businesses grow without
impacting data growth
Learn external
archiving with
DataConnectiva &
explore significant
benefits it provides to
enterprise customers

Salesforce Data Storage: An Overview
Data Growth Pattern Available Options
Option
Option
Option
1
2
3
● Review Storage
● Delete unwanted data
● Buy Additional Storage
● Using Big Objects
● Store Externally
● Cold Storage

Drawbacks
● Can't see the archived data
● Data security & roles
● Data integrity
● Restoring specific data
Challenges
● Setting up configurations
● Taking care of complex relations
● Setting policies
● Scheduling the process
● External data management
Expected Solution
● Store externally - View internally
● Search external data
● View archived & live data together
● View data as per rules or
permissions
● Query specific records
● Restore specific records
Storing Data Externally

800K
Installations
per year
Telecom
Solutions
1300+
Customers
DataConnectiva Architectural Diagram

DataConnectiva Capabilities
Salesforce
External
Archiving
With DC
Own your
Database
Integrates
Seamlessly
Schedule
Archiving
Leverage
Infrastructure
Schema
Changes
‘No Issues’
Set-up
Archiving
Policies

Use Case 1
Technology
Company
Salesforce
Service
Cloud AWS
Postgres800K
Installations
per year
Energy
& Telecom
Solutions
1300+
Customers

Salesforce Data Management Strategy - Archive
Value Proposition
Storage Cost Savings
Over 85%+
Archived Data View
Could view the archived data right within
their Salesforce system
Performance
Enhanced application performance
Uninterrupted customer service
Analytics
Quality data sets to run analytics
Challenges
Data Growth
30+ Standard & Customer objects configured Data
Growth : Cases
High Data Storage Costs
Reached 93% in the data storage & additional
storage cost was very high.
Data Retention
Wanted to retain data with 100% accessibility to
run analytics
Data Management Solution
Inhouse solution: Highly Expensive
External archiving: Postgres
Solutions
Data Archiving
50GB of historical data
Integration with Heroku Postgres
Implemented DataConnectiva
Initial Data Offload
50GB of historical data archived with initial
data offload
Auto-schedule
Scheduled the archiving job monthly

DEMO
Watch how DataConnectiva
addressed the challenges &
executed the data management
strategies?

Use Case 2
Top Educational
Service
Provider
Founded in 1976
Largest in North America &
offers 20+ Educational
Programs
150k+ Students
Across Various Online &
Offline Educational Courses
Salesforce System
Extensively using Salesforce
to offer their services

Salesforce Data Management Strategy - Archive
Value Proposition
Storage Cost Savings:
Over 85%+
Archived Data View:
Could view the archived data right within
their Salesforce system
Performance:
Enhanced application performance
Console App:
They could see the archived data using a
console app
Challenges
Data Growth:
Cases, Emails & History
High Data Storage Costs:
Reached the limit of their data storage &
additional storage cost was huge
Field History Data:
Looking to archive field history data as it was
eating up most of the storage
Data Security:
Dealing with sensitive data
External Storage:
Already AWS Postgres Infrastructure, so looking to
leverage that
Console App:
Wanted to view archived data using a Console App
Solutions
Initial Data Migration:
Over 200 GB of Field History Data
Integration with AWS Postgres:
Implemented DataConnectiva & integrated
Salesforce System with AWS Postgres

Archiving Options : Differences & Similarities
Native Storage
Global Search - Not Possible
Einstein Analytics
No External Infrastructure Required
Big Data
Big Objects External Storage
External Database - Cloud/On-premise
Global Search - Possible
All types of Analytics
External Infrastructure Required
Relational Database
● Archiving features are same
● More Flexibility to Customers
● Data Storage Cost Savings
● Long-term Data Retention
● 100% Data Accessibility
● Enhanced CRM Performance

03
01
04
02
05
08
06
09
07
10
External
Storage
Auto
Scheduler
Archiving
Policy
Data
Integrity
Auto Metadata
Sync
Encryption
at Rest
Complex Data
Relationship
FAT & SAT
Archiving
Restore
Import/Export
● Platforms - AWS, Google, Azure,
Heroku etc.
● Databases - Postgres, Redshift,
SQL, Oracle etc.
● Schedule the archiving job on
an hourly, daily, or weekly
basis
● Set custom archiving policy
● View archived data right
from the Salesforce system
● Supports encryption.
● Data will be encrypted in Big
Objects
● Takes care of complex data
relationships of any level
without losing data & integrity
● Supports Field Audit Trail &
System Audit Trail data
archiving
● Restore all the archived
records with a click
● Move DataArchiva configuration
from one Org to another Org
● Takes care of synchronizing
schema changes e.g
addition/removal of fields & data
types
Top Features

1
February 2020 April 2020 May 2020 June 2020 July 2020
6 Episodes
NEXT
3 4 5 62
March 2020
The Role of Data in
the Era of Digital
Transformation on
Salesforce
Unravel the
Importance of
Governance with
Data Archiving
Salesforce Data
Archiving
Strategies Adopted
by Healthcare &
Financial
Enterprises
Learn how Salesforce
Service Cloud &
DataArchiva has
helped businesses
grow without
impacting data growth
Learn external
archiving with
DataConnectiva &
explore significant
benefits it provides to
enterprise customers
Data & File
Storages are
limited in
Salesforce. Learn
how Data and File
archiving can
transform your
storage needs.

Q&A

Write to us at
contact@dataarchiva.com
Thank
You

Salesforce Data Management: How Salesforce Data Can be Archived to Various External Databases

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