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5 Effective Salesforce Data Management Tips to Boost Sales & Streamline Operations

By embracing these Salesforce data management tips and leveraging the power of DataArchiva, you can proactively and adaptively manage the growth of your data, leading to streamlined operations, optimized storage, reduced data storage costs, and enhanced utilization of Salesforce resources as your data expands over time. DataArchiva is a cutting-edge data management application designed specifically for Salesforce. Learn more https://www.dataarchiva.com/

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5 Effective Salesforce Data Management Tips to Boost Sales & Streamline Operations

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  1. 5 Effective Salesforce Data Management Tips to Boost Sales & Streamline Operations Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved

  2. 1 Set Clear Data Goals Establish guidelines for data retention ● Avoid unnecessary accumulation of irrelevant data ● Define specific timeframes for retaining different types of data ● Regularly purge or archive data that no longer serves a business purpose ● Focus more on relevance & improve system performance ● Adopt a backup strategy to safeguard your critical business data ● Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.

  3. 2 Employ Data Archiving Strategies - Implement data archiving Benefits of Archiving techniques to move older, less Reduces data storage costs Optimizes data storage Enhances system performance Data Availability: now and for decades to come Compliance management ● ● ● ● frequently accessed data to separate cheaper storage systems - Make sure to keep the data ● accessible for historical analysis if needed Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.

  4. 3 Utilize External Data Storage Options while Archiving Decide an archival destination Benefits of Archiving Externally (MY SQL, MS SQL & Postgres Frees up the space within Salesforce Makes sure all business data isn't in one place Ensure better data quality & security Reduces additional data storage costs in Salesforce ● databases), connect Salesforce ● with third-party clouds like ● Heroku, Azure, AWS & GCP or On-prem platforms to archive ● Salesforce data externally Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.

  5. 4 Implement Data Backup Processes Incorporating robust backup Benefits of Data Backup practices into your data management Protects mission-critical data Minimizes the risk of potential data loss Reduces downtime Enables business continuity Plays a vital role in disaster recovery planning Meets compliance requirements ● ● strategy helps to safeguard business's valuable information and ● ● ● provides peace of mind knowing that data can be effectively protected ● and restored when needed Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.

  6. 5 Monitor and Optimize Data Usage Monitor data usage patterns ● Analyze data utilization reports within Salesforce ● Identify objects that contribute to data growth ● Optimize data models ● Streamline process flows to align with actual business needs ● Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.

  7. Thank You www.dataarchiva.com Get in Touch sales@dataarchiva.com Level up your Data Management Experience in Salesforce & Drive Growth with DataArchiva +1 (347) 571 9700 Copyright © 2023 CEPTES Software Pvt. Ltd. All Rights Reserved.

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