Bob is the customer relationship manager of an online retail company that uses Salesforce. Recently, his company launched an AI-driven initiative to ensure better customer experiences. However, the project hit a roadblock due to the poor quality of customer data. Bob is desperately looking for a solution to fix the data problem.
Kevin is the IT manager of a leading insurance services provider with several branches in California. Two weeks ago, an audit conducted by regulatory authorities revealed the company’s Salesforce data compliance practices violated the California Consumer Privacy Act (CCPA). A notice was served to the company, and it could be fined millions. Kevin is very worried.
Larry is the marketing manager of a multinational manufacturing organization. Last week, his company performed a deduplication exercise on its Salesforce database, which resulted in an accidental loss of precious customer data, causing irreparable loss to the company. Larry is in big trouble.
Do these stories appear familiar? Many organizations, irrespective of their size and scale of operations face data management issues that lead to serious consequences. How can companies handle their Salesforce data effectively to avoid problems? They need to use ArchiveIt, a cutting-edge data archival and a purging solution.
What is ArchiveIt?
ArchiveIt is a simple-to-use, highly cost-effective data archival and purging solution for the Salesforce platform to ensure good data governance. The solution allows you to access and restore data effectively, deduplicate and clean data to ensure it is relevant and timely and share data across various Salesforce orgs in a safe and secure manner. ArchiveIt enables you to define and implement a robust data governance model that fully complies with your data policies and regulatory standards.
Let us now proceed to examine the benefits of this innovative data management solution.
Seamless Data Handling
ArchiveIt is a point-and-click data archival and purging tool. It is simple to set up and can be used with minimal effort. All you need to do is select the required data elements and schedule an activity, and ArchiveIt will execute the activity perfectly. You can use the tool to perform mass data manipulations including mass updates and mass deletions in a hassle-free manner. You can also opt for the Google Sheets add-on, which will facilitate easy analysis and management of your Salesforce data.
Excellent ROI on Salesforce Data Storage
You can save up to 90% on Salesforce data storage costs by implementing ArchiveIt. The novel data archival and purging solution can help you ensure only essential data is stored on Salesforce, thereby reducing storage costs considerably.
Hassle-free Data Storage and Retrieval
For years, companies created backup copies of entire business data, which could be used if data in primary storage facilities was lost. However, creating backup copies of the entire data is very expensive and time-consuming. Furthermore, it takes considerable time to retrieve the required data from a data backup copy. ArchiveIt puts an end to these problems. The application enables you to define process-oriented criteria for archiving data, allowing you to store only useful data and purging the rest. You can retrieve the required data very quickly, as the volume of data stored in the archives is limited. ArchiveIt is fully integrated with Salesforce Lightning Connect, enabling you to handle the data in archived objects as easily as the custom objects in your org.
A Robust Salesforce Data Governance Model Can Be Defined
One of the key elements of effective data governance is the ability to ensure the availability of relevant data. ArchiveIt helps you define criteria to identify and purge unnecessary data in your Salesforce instance, allowing you to circulate only useful data, thereby improving the data quality. We will see more about data quality in a moment.
Enhanced Data Quality Leads To Better Results
It is well-known that data of good quality leads to better business results and improved customer experiences. By eliminating valueless data, ArchiveIt helps enhance the productivity of your marketing initiatives; you can target the right customers more effectively, resulting in increased revenues for your organization.
100% Compliance with Data Policies and Regulatory Norms
ArchiveIt helps you enforce effective governance mechanisms for your Salesforce data that ensure full compliance with your policies and norms laid out in the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA). Data can be stored in the country of its origin and identified easily for suitable action. The data archival and purging tool also helps you comply with the customer-data-related norms specified by the Securities and Exchange Commission (SEC).
High Levels of Data Protection
Ensuring safety of data is a critical component of good data governance. ArchiveIt ensures that no data is lost during data processing operations. The Salesforce data management solution is designed to ensure quick restoration of data after the operations. ArchiveIt also facilitates safe and secure transfer of data from one Salesforce org to another. The tool encrypts the data, thereby ensuring its security. Furthermore, you can check and validate the data before it enters the production server. This will go a long way in ensuring no data is lost and the data entering the server is accurate and of high quality.
Effective Data Masking in Test Environments
It is well-known proper testing of data plays a key role in ensuring its effective usage. ArchiveIt enables you to perform testing of data in a very secure manner. The Salesforce data management application allows you to mask sensitive business data such as dates of birth, social security details, debit card numbers and so on, so that it cannot be accessed by unauthorized persons.
Significant Improvement in System Performance
A considerable growth in data can make your Salesforce system less responsive and result in slower performance of queries. You can handle this problem very effectively, using ArchiveIt. The application allows you to retain only useful data in the system and archive the rest, enhancing the system’s performance.
ArchiveIt is a tool built with the Salesforce user in mind. It helps you come up with a well-defined governance model for your data and ensures you get the best value for your money. Indeed, it is the perfect solution to meet your Salesforce data management needs.
At Solunus, we help you make the best use of ArchiveIt to meet your Salesforce data governance needs. Our rich experience in customizing the innovative application will enable you to ensure high levels of data visibility, thereby allowing you to make the best use of your data.
Hope you enjoyed this post. How do you think organizations can come up with well-defined processes to manage their Salesforce data? We’d love to know.
Solunus, a North-American based Salesforce Partner, prepares businesses for their next-generation customers. Established in 2014, we simplify Salesforce for you to build more meaningful customer relationships. We partner for a win-win arrangement with a clear ROI that the client realizes by the end of the engagement. Our 350+ years of cumulative industry exposure and Salesforce experience underpin our position as the right Salesforce partner. We are a team of Salesforce Certified Professionals, CRM Architects, and certified Agile Scrum Masters with a passion for making a difference.
About the Author:
Phani is a seasoned content writer. He has written several well-received blog posts and articles on various subjects, ranging from online training to regulatory compliance. When he is not writing, you can find him watching Hollywood classics.