A few years ago, several top business leaders predicted the beginning of a distinct era called the ‘era of big data‘. The future survival & growth of many enterprises largely depends on how they use their data in order to unlock complex business challenges. Today, if you closely see the business model of any top enterprise, data must be playing a big role in every department.
‘Data is important’ – OK, but where the challenge lies? The biggest challenge that a majority of the businesses are facing today is when it comes to managing massive datasets. Data management is not limited to only keeping data, it also depends on various other aspects as well such as collecting, analyzing, using, and of course, storing it safely. At the same time, if you see, there are organizations that have a solid data management plan, which ultimately helps them improve business efficiency and cost performance
2. Data is important' - OK, but where the challenge lies? The biggest challenge
that a majority of the businesses are facing today is when it comes to
managing massive datasets. Data management is not limited to only
keeping data, it also depends on various other aspects as well such as
collecting, analyzing, using, and of course, storing it safely. At the same
time, if you see, there are organizations that have a solid data management
plan, which ultimately helps them improve business efficiency and cost
performance.
Business runs on a platform, the more powerful platform you have - the
better results you will get. Salesforce as a platform has transformed
businesses. Salesforce has been wondrous in helping enterprises
accelerate innovation, customer success & digital transformation.
However, managing data in a Salesforce system is a huge task considering
the limited storage & massive additional storage costs. Things become
even more irritable if you are from highly data-driven industries such as
healthcare, financial, government, telecom, high-tech, education, etc.
A few years ago, several top business leaders predicted the beginning of a
distinct era called the ‘era of big data‘. The future survival & growth of many
enterprises largely depends on how they use their data in order to unlock
complex business challenges. Today, if you closely see the business model
of any top enterprise, data must be playing a big role in every department.
So, what could be the best ways to manage Salesforce data considering
long term accessibility, storage cost savings, and sustaining higher
performance. Here are the top three Salesforce data management
strategies that every Salesforce admin can follow to optimize the data
storage.
3. As a Salesforce admin, you should ask yourself ‘Do I really need these
records, fields, objects’? If you have multiple orgs, you might be having
hundreds of records, fields, or custom objects that you may not be using.
Identifying those unused record types, fields, and objects and deleting them
won’t impact your business performance for sure, but it will certainly reduce
the load on your Salesforce instance. Before deleting them, make sure you
communicate with the relevant teams and data owners.
If you are from a highly regulated industry like healthcare, government, or
financial, where you need to keep data accessibility for a long time, you
might consider archiving them somewhere. While archiving, the related
records may not come automatically. You have to implement some sort of
strategy like creating unique ID numbers to complete the archiving.
The idea of periodically analyzing your operational dataset will definitely
improve the overall data quality. However, as this is a manual process, you
have to invest a lot of time & consciousness into this. Any kind of mishap
can impact your business continuity.
Analyze Operational Data Set Periodically
4. 360-degree view of Customer Data
Data Archiving
A successful business largely runs on customer data. Customer data not
only helps you drive business revenue but also plays a vital role in making
decisive business decisions. Sales & marketing teams build sustainable
customer relationships using the data. Businesses use multiple systems
where data resides. It is extremely important to bring data from various
sources and put them in a single view.
Disjointed data is a big liability. Combining data from third-party systems,
social channels, events, campaigns, and bringing it to your Salesforce
system is the key to business success. This will not only give you a 360-
degree view of each customer but also helps sales & marketing push a high
level of personalization. Though this will bring a lot of success, it is also a
complex & costly endeavor. As an admin, you might require to use robust
big data technologies and massive data management strategies to make
this work.
You have now quality data which is huge in number. You believe if managed
efficiently, this data can help your business grow with more lead flow, more
closures, and ultimately more revenue. But considering the platform
limitations, it is a daunting task for a Salesforce admin to retain data with
such massive volume. As we told early in the first point, archiving could be
the best-adopted strategy.
However, archiving comes with its own set of questions such as where to
store, how to maintain data integrity, how to run analytics, what about the
security aspect, the archiving approach, and much more. But one thing is
certain that a Salesforce using enterprise without a robust archiving
roadmap & solution will end up dealing with massive data that has its own
massive storage and maintenance costs.
5. To make life easy for a Salesforce admin, DataArchiva is a must-have
application. Listed in the AppExchange, the solution is the only native app
that helps you archive all your legacy data automatically in Salesforce’s
own big data-based storage systems called Big Objects. This ensures top-
notch security as data won’t go out of the system with any time seamless
accessibility. What else? Big Objects storage cost is way too cheaper than
Salesforce data storage costs. This guarantees 85%+ storage cost
reduction. When your Salesforce storage becomes lean, this drives better
performance along with data governance. Moreover, you can also use
analytics to get better visibility, set custom archiving policies, one-click
restore, audit data management, etc.
DataArchiva - Why is it the Best Data Management
Experience for Salesforce
If you want to know more in detail, let us know. We can help you drive
through DataArchiva and show you how archiving is one of the best
strategies to manage Salesforce data which is being widely adopted
across industries.
contact@dataarchiva.com