![]() ![]() While some industry regulations such as SEC 17a-4, HIPAA, and CFR Part 11 require data retention and accessibility for extended periods, other rules like GDPR and CCPA require companies to do just the opposite. This policy will usually focus on regulatory and internal compliance requirements. Understand your company’s data retention policy. What Are Salesforce Archiving Best Practices?Īs you examine your options for archiving solutions, keep the following in mind. ![]() To learn more about Salesforce backup best practices, click here. Now that you understand the differences between archiving and backing up and how they complement each other, let’s examine what makes an excellent archiving solution. Relying on field level changes on a subset of objects as a reliable backup solution is a fundamentally flawed strategy. You never know what the scope of a data loss will be in the future. This is one of the big reasons why an audit trail is not a backup and recovery solution. In the case of a Salesforce object loss, a cascade delete effect will remove all child records associated with that account. Salesforce environments base all of the relationships on these record IDs. Salesforce is a relational database that doesn’t allow admins to manipulate or populate the record IDs. For example, if you incorrectly implement your archiving policy, you should be able to restore any erroneously deleted data from your backups.īacking up a few required fields or records isn’t enough. You should restore data that is lost or corrupted as soon as possible to maintain business continuity. The primary purpose of backup and recovery is data protection. Read more about specific use cases here or watch the video below. These challenges not only impact Salesforce admins, but users across the organization, including customer service, sales, and compliance. Archiving will help manage data that is regulated, especially for Veeva customers in the pharmaceutical sector. Complying with internal policies and industry regulations has become difficult due to low data quality. ![]() Archiving will help address data that is obsolete. Slowing system performance due to an overabundance of unnecessary data.Archiving will help you purge the system of data that is of limited day-to-day value. Exceeding your data and file storage limit, causing increased storage costs.Why Archive AND Back-Up Salesforce Data?Īs part of the last leg of the data lifecycle marathon, archiving is meant to help your business solve the common challenges associated with having too much data in Salesforce. Note: An archive does not replace the need for a backup and vice versa. It's best to store backups in cold, semi-available, low-cost storage. A comprehensive strategy requires a full backup of your data, metadata, schema, and attachments. 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. (Hot data is the data in your production environment, warm data is accessed less frequently and stored on slightly slower storage outside of production, and cold data is rarely accessed and stored on even slower storage outside of production.) While it's not necessary to include metadata in your archives, metadata protection is highly-recommended for backups. When archiving, you should keep information in warm, available, low-cost storage. Archiving is about selecting subsets of data from production environments to move to external, long-term storage. Upon archiving, the information moves to long-term retention for future use. What Is the Difference Between Archives and Backups?Īn archive includes historical, rarely-used Salesforce data located out of production. This article will uncover the differences between data archiving and data backups, how they complement each other, and then dive into archiving best practices. When considering your archiving and backup options, you should look into the best modern technologies available to save yourself time and avoid manual processes and ensure your company maintains consistent data archival and protection. As a Salesforce admin, you're likely implementing many of these policies. ![]()
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