Can you archive data in Salesforce?
An archive includes historical, rarely-used Salesforce data located out of production. Upon archiving, the information moves to long-term retention for future use. Archiving is about selecting subsets of data from production environments to move to external, long-term storage.
Which items do you have to consider when archiving data?
5 Things To Consider When Archiving Your Documents
- When should records be destroyed?
- How do you manage documents?
- Can you save money using a document storage service?
- How often would you need to retrieve your stored documents and records?
- How secure are your document storage premises?
What is Salesforce archive?
Archiving lets you continue to store files in Salesforce without them being in a library or exposed in search results. Deleting files moves them to the Recycle Bin, where files remain for 15 days before being permanently, automatically deleted. Within 15 days of deleting a file, you can restore it from the Recycle Bin.
How long is data kept in Salesforce?
As communicated previously, Salesforce guarantees to retain your field history data for up to 18 months through your org, and up to 24 months via Data Loader or the API.
How long does it take to archive data?
Minimum and maximum retention periods According to Radboud University’s research data management policy, the minimum retention period for archiving research data is 10 years. In its policy, a research institute may opt for a longer minimum.
What is Salesforce data management?
Data management is central to any customer’s success with Salesforce. A clear data strategy helps keep your organization on track. It’s a great way to align your team on how data will be collected, reviewed, and used to drive your business goals. These resources will help you identify and avoid common challenges.
What are the benefits of archiving?
The primary benefits of archiving data are:
- Reduced cost━data is typically stored on low performance, high capacity media with lower associated maintenance and operation costs.
- Better backup and restore performance━archiving removes data from backups, reducing their size and eliminating restoration of unnecessary files.
Why do we need an archive in Salesforce?
An archive includes historical, rarely-used Salesforce data located out of production. Upon archiving, the information moves to long-term retention for future use. Archiving is about selecting subsets of data from production environments to move to external, long-term storage.
How is data extracted and stored in Salesforce?
Records and data can be extracted in the form of .csv files directly from the Salesforce system or using an ETL tool. This data is then stored as flat files in an external system which reduces the load on the internal objects. However, this entire process comes with a lot of complexities.
Why do you need a backup in Salesforce?
You can use your data backup as a copy of your entire Salesforce production org or sandbox environment to quickly restore in the event of accidental data loss or corruption caused by human error, rogue integrations, bad code, or malicious intent. A comprehensive strategy requires a full backup of your data, metadata, schema, and attachments.
Why is data management so important in Salesforce?
Efficient Data Management techniques and analytics play a crucial role in shaping the success story of any progressive global enterprise. Therefore Salesforce enterprises are always on the lookout for effective data management strategies to ease this process.