Refer to the data storage strategies for each method and consider which types of data would be best served by backups and archives, respectively. Most likely, your institution will need to employ both data backup and data archive. Which Method Is Right for My Institution? Ensure the location you choose to store archived data has its own reporting tools so you can directly access the data without restoring it.Over time your archived data may become misaligned with the format of your production data.Strategies to ensure archived data is available when needed Document your policies and put the necessary security controls in place to support your policies.Since archived data may contain sensitive information, limit access to a small group of people who need it to respond to legal requests or compliance-related issues.Practices for protecting access to archived data For every data element in your system, define (1) when the records associated with that object will be archived, and (2) when they will be purged.You may archive transactional data like cases and opportunities more frequently than master data like accounts and contacts. Consider setting different frequencies for different objects.Here are the key components of a good data archive strategy. This allows your institution to keep track of useful information, like an alum’s lifetime donation totals, without having to store all of their individual donation records in your production org. One common practice is to continue to store aggregates of data in Salesforce even after the supported records are archived. When you archive data, your goal is long-term storage of records you may need to access for reasons like compliance.Īrchived data doesn’t need to be in your active Salesforce org, but it should still be accessible. Like data backups, archived data is stored outside of your Salesforce org, but that's where the similarities end.
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