As a business grows, it gathers more data, accompanied by an expanding customer base that provides new opportunities for business growth. However, Salesforce users must be attentive to data storage because rapidly increasing data would require more storage space, which entails more cost. Hence, utilizing optimal data storage space is necessary by focusing on sale force data archival.


  • What is data archiving?

Archiving data differs entirely from data backup because although both processes focus on data preservation, the contexts are different. Data archival refers to selective data retention for a specified instead of preserving all and sundry data as it happens during data backup. Although data is valuable, and it’s not always easy to collect customer and organizational data, a time comes when you decide to discard some data to maintain a certain level of storage space. The approach helps to rationalize costs.

During data archiving, the prime consideration is how relevant the data is for business and how important it is to retain it for some time.

  • How data archiving works

Drawing comparisons with the piggy bank should help better understand the data archiving methodology. Consider the Salesforce cloud storage space you subscribed to with a piggy bank. Assuming that it is not practicable to keep several piggy banks as it can complicate matters, you would like to have one piggy bank only. However, as your savings keep increasing, the box can fill quickly, and you must think of ways to use the box more efficiently. In such a situation, you can remove some money from the box to your bank account. It will free up space, and you can put fresh money in the box.

Similarly, by sorting your Salesforce data according to relevance and importance, you can decide to retain some data while moving the unwanted data to some other storage location. It will help to maintain the Salesforce storage limits within a pre-defined level while containing the cost of cloud storage.


  • Implementing data archiving

You can choose from several data archiving strategies to develop your plan and select the appropriate Salesforce tool suitable for your business.

The most important consideration is identifying data that takes up maximum space in your Salesforce org and which data, relatively less important, you can shift to another storage location. Remember that the data you change to another storage location should have the least need for retrieval.

However, the data should be accessible when needed. The exercise is similar to de-cluttering your home during spring-cleaning. You may also not need to access the data within the Salesforce platform. Moreover, consider if you need a standard UI like the Page Layout or Lightning Page to view the data. Alternatively, you could develop a UI with the help of Lightning Components to view the data.

Unlike data backup, data archival does not involve copying data but shifting the data as it is to a different storage location.

We strongly recommend that you get in touch with experts when it comes to data retrieval. Make sure that you interact with the best in the business.