Ben McCarthy 2 min

How to Conquer the Clutter in Your Salesforce Org


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When it comes to your data lifecycle strategy, data archiving is often viewed

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as a low priority

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and easily overlooked. But did you know that archiving is essential for

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addressing compliance

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concerns, reducing storage costs and optimizing your Salesforce org's

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productivity?

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Here are six easy to follow steps to help you implement a data archiving

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strategy for Salesforce.

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Step 1. Conduct a data and process audit. Review your Salesforce data and ask,

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is this data critical for daily operations or is it used infrequently? This

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will help you

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determine if it's essential or not. Step 2. Develop clear data retention

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policies.

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Consider which regulations are relevant to your data such as GDPR, then

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determine their attention

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period for different data types based on industry regulations and internal

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requirements.

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Step 3. Implement a data archiving strategy. Like with any new tool, evaluate

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archiving solutions

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based on features, scalability and budget. Consider integration with your Sales

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force environment

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that any other important data security measures for your organization. Step 4.

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Create archiving

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policies based on your organization's needs. To get started, analyze your Sales

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force org's storage

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and identify which objects are taking up the most space. And a pro tip? You can

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automate archiving

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through your attention policies, which can be customized based on your storage

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needs.

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Step 5. Prioritize user training to educate your team on best practices for

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data hygiene and compliance.

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You'll want to ensure that your users know how to flag data that can be

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archived and you are aware

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of your organization's retention policies. Step 6. Be on the lookout for

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continuous improvement.

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Archiving isn't a one and done deal. Organizations are constantly evolving and

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your data archiving

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strategies should reflect that as well. We recommend regularly monitoring and

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archiving

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performance and reviewing your data retention policies to maintain efficiency.

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And there you

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have it. Implementing an effective Salesforce data archiving strategy can feel

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overwhelming when

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you don't know where to start. But if you follow these six steps, you'll ensure

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that nothing falls

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through the cracks. If you found this video helpful and want to learn more,

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check out our complete

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checklist, six steps to implementing a Salesforce data archiving strategy that

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scales.

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