A Salesforce Native Solution for Data Management
rei.r.joshua • September 24, 2024
A Salesforce Native Solution for Data Management

Salesforce Archive, unveiled at Dreamforce 2023, is the platform's latest offering designed to help organizations manage vast amounts of data. As the volume of business data grows, retaining and managing inactive or historical data becomes a challenge for many Salesforce users and a massive expense. Salesforce Archive offers a Salesforce native solution intended to help address these customer pain points by improving system performance, reducing storage costs, and ensuring compliance with data retention regulations.


Whether you're a Salesforce architect, developer, or an e-commerce professional, understanding how Salesforce Archive works and what it offers is crucial when considering it as an addition to your Salesforce solution.


The Launch of the Salesforce Archive


The Unveiling

During Dreamforce 2023, Salesforce introduced its native archiving solution. Among the many features showcased, Salesforce Archive immediately caught the attention of numerous current and potential Salesforce customers grappling with data overload. The product is currently in the pilot phase but is expected to become Generally Available (GA) shortly. This makes it a promising solution for businesses looking to alleviate the stress of managing their data and streamline their data management and retention infrastructure.


Current Pilot Program and Availability Timeline

The Salesforce Archive pilot program is ongoing and available to selected customers in several regions, including:

  • United States
  • Australia
  • Germany
  • India

This new offering is projected to be available in November 2024, and Salesforce plans to roll it out globally in phases. This pilot allows early participants to shape the product's features based on real-world feedback.


The Data Bloat Problem in Salesforce


Impact on System Performance

As organizations grow, their Salesforce environments become overwhelmed with inactive records, outdated files, and unnecessary attachments. This data bloat significantly impacts numerous system processes, such as slower queries, dashboards, and reports. These directly impact user productivity and, by extension, a client's ability to do business effectively.


Increasing Storage Costs

With Salesforce's on-platform tiered storage system, costs can quickly escalate, especially when you exceed your allocated limits. However, by leveraging Salesforce Archive, a native solution tailored for large-scale data storage, you can potentially reduce your on-platform storage footprint. This translates to significant cost savings, both in terms of required tiered storage and the additional costs associated with overages, providing a sense of financial security and confidence in your investment.


Data Governance Challenges

Many industries, such as healthcare and finance, face strict compliance and data governance rules. In these situations, hard Deletion is often not an option due to the need to retain data for regulatory reasons. Salesforce Archive offers a balanced approach, allowing customers to preserve data for future access without compromising the day-to-day performance of a production environment. This reassures users about the solution's effectiveness in managing data retention and system performance.


What is Salesforce Archive?


A Native Archiving Solution

Salesforce Archive is Salesforce's first native archiving solution. It enables organizations to archive inactive or historical records that need to be retained but are irrelevant to day-to-day operations.


Designed for Scalability and Efficiency

Explicitly built to scale with a customer's data needs, Salesforce Archive empowers businesses to design and automate archiving processes, store vast amounts of historical data, and retrieve it on demand. It utilizes a highly efficient archiving engine, ensuring the Salesforce instance remains fast and responsive even as data grows.


Key Features of Salesforce Archive


Supports Both Standard and Custom Objects

One of Salesforce Archive's standout features is its ability to handle standard and custom objects. This flexibility means the ability to design and implement archiving policies tailored to each customer's unique business needs. Whether you're managing customer records, transaction data, or custom objects explicitly built for your business, Salesforce Archive promises to be a valuable tool.


Automated Archiving Policies

Salesforce Archive allows users to automate their data archival processes. You can set policies that dictate how often archival jobs run, whether daily, weekly, or based on a custom schedule.


Custom Scheduling of Archive Jobs

You get to decide when and how often archive policies should run. You can configure the system to archive inactive data regularly without manual intervention, keeping your active Salesforce environment lean and fast.


Archiving Inactive Records, Files, and Attachments

From outdated records to large files, Salesforce Archive automates the removal of data you no longer actively use. However, it's not deleted—it's stored securely and remains accessible when needed.


Seamless Access via Salesforce Connect

Archived data is kept outside your primary Salesforce instance but can be viewed directly through Salesforce Connect. This means your archived data doesn't occupy storage space but is still accessible whenever needed.


Built-In Compliance and Security

All archived data remains within the Salesforce Trust Boundary, adhering to strict security standards. Making Salesforce Archive a highly secure option for industries dealing with sensitive data or strict regulatory compliance requirements.


Understanding the Storage Architecture


Separate Tech Stack for Performance

Salesforce Archive operates on a separate technology stack within the Salesforce ecosystem. This separation ensures that archived data does not interfere with active system processes, improving query performance.


Security and Compliance within the Salesforce Trust Boundary

Salesforce has designed the archiving solution to meet its rigorous security protocols, ensuring that archived data remains secure and compliant with standards such as GDPR and CCPA.


Automating Your Data Cleanup


Building Custom Archiving Policies

Salesforce Archive lets you define specific archiving policies for your business. Whether dealing with standard or custom objects, you can automate data cleanup based on the frequency and rules that make the most sense for your operations.


Policy Creation for Standard and Custom Objects

Whether working with standard Salesforce objects like Accounts and Contacts or custom objects, Salesforce Archive allows for tailored archiving policies that address your unique data requirements.


Monitoring Archive Jobs and Sessions

The Archive Management UI provides full transparency into archiving jobs, showing policy names, descriptions, job status, and frequency, so you always know what's happening with your data.


Real-World Use Cases for Salesforce Archive


Boosting Query Performance and User Productivity

By offloading inactive data, Salesforce Archive significantly speeds up query response times and dashboard load speeds, helping users stay productive.


Reducing Redundant Records and Data Footprint

By automating the removal of inactive data, Salesforce Archive helps reduce redundancies and ensures a cleaner, more efficient Salesforce environment.


Regulatory Compliance for Data Retention

Whether it's healthcare records or financial transactions, archived data can be kept securely for compliance while remaining accessible when needed.


How Salesforce Archive Improves Compliance


GDPR, CCPA, and Industry-Specific Standards

Salesforce Archive offers a secure and compliant way to retain historical data, helping organizations comply with global data regulations.


Secure Archival of Historical Data

Salesforce's security protocols protect all archived data, ensuring your business complies with privacy regulations while reducing storage costs.


Integrating Salesforce Archive with Other Tools


Salesforce Connect for Data Retrieval

Using Salesforce Connect, you can seamlessly retrieve archived data, giving you full access to historical records without cluttering your active data store.


Extending Archival Capabilities with Salesforce Shield, Backup, and Data Mask

For even greater data control, Salesforce Archive can be integrated with tools like Salesforce Shield for auditing, Salesforce Backup for data recovery, and Data Mask.


By rei.r.joshua May 31, 2025
Mention the word ego, and most people think of arrogance—someone who steamrolls meetings, flexes their knowledge, and needs to be the most intelligent person in the room. That kind of behavior? It's real. I've seen it. But it reflects only one extreme version of ego—not the whole picture. Like most concepts, the impact of ego depends entirely on the individual and how they choose to express it. Ego, when harnessed with empathy and purpose, isn't something to suppress—it's a tool you can wield. Like Uncle Ben says to Peter Parker, "With great power comes great responsibility." The same goes for ego: used thoughtlessly, it burns bridges and undermines others' confidence. Used with intent and purpose, it can enhance your ability to perform your job confidently every day. Many professionals shy away from their ego, often because they don't understand what a healthy dose of good ego can do for them. First, let's take a moment to reframe what ego is. Ego comes from the Latin for "I" or "self." In psychology, it refers to the process of navigating between our identity, emotions, and the world around us. In more general terms, it relates to your sense of self-worth, self-esteem, and self-identity. It's the internal portrayal that shapes how you see yourself—and how you hope others see you. So, what does a healthy, purposeful ego look like in action? Let's break it down because when paired with empathy, ego doesn't just elevate you; it amplifies how you show up for others. Self-Esteem Confidence in your abilities lets you speak up confidently, take initiative, and challenge the status quo. Paired with empathy, that confidence supports and lifts others rather than steamrolling them. Self-Worth Believing your voice matters fuels resilience. When you recognize and respect your contributions, you're more open to feedback because you don't feel threatened by it. Self-Identity Knowing who you are helps you stay grounded when things get chaotic. It brings consistency to your work and integrity to your decisions. With empathy, that identity isn't rigid; it's collaborative. Confidence & Leadership A healthy ego allows you to lead with clarity without overpowering those around you. Outstanding leadership isn't about being the loudest voice in the room; it's about creating an environment where others feel empowered to speak and take action. Confidence gives you the presence to make tough calls and speak with conviction; tempered with empathy, it ensures you listen with intention. When ego is grounded in purpose rather than pride, it fuels calm under pressure, consistency in vision, and the strength to stand firm. An individual's ego becomes dangerous when driven by insecurity or a sense of superiority. But when rooted in clarity and conscious thought, it empowers you—and everyone around you. Let me ground that in practical experience. I've been in the technology sector for a while. As a Technical Architect, I've seen what a healthy ego can do when it's not about being the loudest voice in the room—but the one people trust to speak with clarity and conviction. Take high-stakes client reviews. I don't back down from what I know to be the best practice to save time or money. I speak confidently and clearly about what I believe is right for my clients. But I also realize in real-world scenarios, we must be flexible and adapt to the specific situations each client may be experiencing. It's not about winning; it's about finding the middle ground between what is optimal and what is practical. My ego gives me the presence to guide the room and the perspective to keep everyone aligned on what matters: long-term value. Mentorship is another space where ego can shine or implode, depending on how it's applied. I don't mentor to boost my status. I mentor because I've been where others have. I know the grind. My ego is what tells me I can help them build their confidence and grow. And my empathy makes sure I'm listening as much as I'm leading. Fourteen years ago, I held an associate's degree and worked in a call center with no benefits, no roadmap, just a drive to be better tomorrow than I was today. Today, I'm a Technical Architect working with global brands and building enterprise-grade solutions across multiple technology stacks. Two years ago, I jumped into a new technology and a new, strictly typed language. Something I had never done and had no traditional experience with; I not only made the transition, I thrived. How was I able to do all these things over the last fourteen years? Simple, I outworked everyone. I showed up early, stayed late, asked every question, made mistakes, took feedback, built trust, and never stopped learning. "My ego didn't whisper, 'You're better than this.' It shouted, 'You can be one of the best if you're willing to earn it.'" Ultimately, ego isn't the enemy. It's the part of you that believes you're capable of achieving greatness and refuses to quit until you do.
Abstract digital connected cloud.
By rei.r.joshua October 5, 2024
When you hear Salesforce, you probably think of a massive, all-encompassing SaaS provider tailored for enterprise clients. You envision dashboards, reports, accounts, and sales opportunities—all seamlessly connected within complex business processes. Teams of professionals interact with the system daily, weaving their tasks into Salesforce’s vast landscape. But beneath this complexity lies a simple, elegant structure that powers everything. In this article, we’ll strip away the layers to focus on Salesforce's fundamental building blocks—its DNA: objects, records, and relationships.
An abstract image of bright details cloud and commerce related elements.
By rei.r.joshua September 27, 2024
"What is the best option for current Salesforce Commerce Cloud engineers to future-proof their career?" This article aims to answer the question and introduce a more fundamental career philosophy that can enlighten and empower your decisions in the e-commerce sector.
Show More