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Tips to Align with Your Salesforce Data Goals

For Salesforce architects or application managers aiming to align their data goals for the organization with Salesforce, navigating data complexity can be daunting. Hence in this presentation, we have identified the potential bottlenecks in aligning Salesforce with these objectives along with the common pitfalls. <br><br>Please visit https://www.dataarchiva.com/

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Tips to Align with Your Salesforce Data Goals

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  1. Tips to Align with Your Salesforce Data Goals Highlights Salesforce Data Complexity Vs Struggles to Improve Data Goal Probable Bottlenecks to Align Salesforce to Meet Data Goals Industries at stake → Probable Hopes Layers to Plan & Choose the Right Data Management Tools On-Boarding the Right Tools for Salesforce The One-app Approach for Salesforce Data Management

  2. Strategic Alignment is The Key to Successful Customizations "Successful customization is not about bending the business to fit the software; it's about aligning the software to support the business." ~ Marc Benioff, CEO of Salesforce

  3. Salesforce Data Complexity Vs Struggles to Improve Data Goals Managing Salesforce data complexity can pose significant challenges when striving to enhance data goals like archiving for long-term data retention or backups for data protection. Addressing these struggles ensures optimal utilization of Salesforce so that the efforts are not in vain.

  4. Probable Bottlenecks to Align Salesforce to Meet Data Goals 79% 25% 87% Organisations were unable to meet legal/regulatory requirements: Businesses face loss in revenue due to inappropriate data management: Organizations Face Process Disruptions for Lacking Data Governance Strategy: 79% of companies surveyed post-GDPR say they are either failing to meet regulations or having trouble staying current Based on a study by Pragmatic Works states that 20-30% of operating expenses are due to bad data. According to MIT Tech Review & Databricks study, 87% of companies don't have a formal strategy for data usage.

  5. Probable Bottlenecks to Align Salesforce to Meet Data Goals : The Cause & Effect Cause Cause Effect Effect Increased compliance Burden Increased compliance Burden Complexity of Regulations Complexity of Regulations Missing Data Governance Missing Data Governance Integration Challenges Integration Challenges Data Goals Not Met! Data Goals Not Met! Lack of Right Tools Lack of Right Tool Scalability Issues Scalability Issues Framework Framework

  6. Industries at stake → Probable Hopes Compliance-driven industries are most vulnerable to regulatory complexity to handle customer data and how it’s stored outside Salesforce, here is how we can address that - Compliance-driven Industries Probable Hopes Getting a unified governance strategy Having a data archival strategy for long term data retention Getting a data backup plan for data safety & business continuity

  7. Layers to Plan & Choose the Right Data Management Tools to Meet Business Needs Tiering & Distribution Data Protection Data Quality & Relevance Data Masking, Field-Level Encryption, Anonymization Data Segregation, Access Controls, Data Archiving Data Cleansing, Data Standardization, Data Deduplication Data Hygiene Practice Data Governance Policies, Security Health Check, Revisiting BCDR (Business Continuity and Disaster Recovery) Plans in Salesforce

  8. On-Boarding the Right Tools to Customize Salesforce Data Goals Customization Strategy + Responsive Tools = Successful Salesforce Customization “One Size Fits All' Doesn't Actually Fit Anyone” To successfully align your Salesforce data goals you would need technology to support them. Hence we have come up with a flexible approach to address your challenges, a unified platform for Salesforce data management without counting any compliance fines.

  9. The One-app Approach for Salesforce Data Management Top-notch Features to grease your hinges on the process complexity Get full access & control over data processes Seamless accessibility & better data discovery Schedule data processing jobs in one click of a button Perform data processes without disturbing the data integrity Can maintain complex parent child relationships Experience zero exposure data processes Employ scalability without worrying about data compliance challenges

  10. Want to Tame Your Complex Data Processes in Salesforce? Protect, store, or manage data with DataArchiva! www.dataarchiva.com Get in Touch A Pureplay Salesforce Data Management sales@dataarchiva.com Tool with 15+ Futuristic features to customize Salesforce Data Archiving +1 415 671 6259 needs across the Salesforce value chain

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