Webinar: The Art of Managing Salesforce File Storage Cost-effectively
We are all set to begin our most-awaited series of webinars on Salesforce file storage. The request for this webinar series was at the peak after our successful webinar series on Salesforce data storage. In our upcoming webinar, we are going to have a deep dive into Salesforce file storage challenges and best-in-class tips and tricks to overcome them. If you are a Salesforce CRM user, there are high chances of you dealing with a lot of files & attachments. With time & growing business, enterprises add more number of users and also start using Salesforce more extensively. This will accumulate a huge volume of files & attachments. There will be a time when this will hit the file storage cap. How to deal with this? Deleting files which you don’t need? Does that sound practical? It doesn’t & it won’t work on a long-run. We often see enterprises want to use external storage systems for their Salesforce file storage. Is it that easy? Actually, it is. However, storing & collaborating Salesforce files in any external storage system needs a secure setting with a strategic approach. You need to execute a seamless integration between your Salesforce system & desired external storage. All these needs expertise along with highest technical skills. Well, this is your opportunity. This 30 minutes action-packed webinar will help you understand the best strategy on how to manage your Salesforce file storage by securely shifting all your files & attachments to an external system without impacting the user experience. Hosted by team XfilesPro, the webinar will talk about best practices of Salesforce file storage & collaboration in an external storage system including both Cloud & On-Prem. You will also see how to integrate Salesforce-AWS, Salesforce-Google, Salesforce-OneDrive, Salesforce-Dropbox, Salesforce-Any On-Prem Storage System for seamless external file storage with a purpose to reduce high file storage costs. Being the most trusted external file storage & collaboration solution for Salesforce, XfilesPro has been the #1 solution for quite a long time now. Salesforce customers from varied industries & of different sizes are using XfilesPro for their file management & saving huge storage costs. To know more, please check XfilesPro AppExchange Page. Webinar Details Title: The Art of Managing Salesforce File Storage Cost-effectively Date: 27th August 2019, Tuesday Time: 10:00 AM EST Duration: 30 Minutes Our webinars are usually housefull. Don’t get left behind. Register your spot now. Register Here We will share the webinar recording & other resources to the registered members. AMARLAL
Top 3 Ways to Prevent Hitting the Salesforce Storage Limit in your Org
In order to keep up with the changing industry trends and evolving customer demands, businesses have to rapidly keep on upgrading & reinventing themselves. They need to offer top-notch services and deliver exceptional experiences to their customers so as to always maintain an edge over their competitors. One of the smartest ways to do this is by investing in tools & technologies that guarantee accelerated growth and higher profit, all the while keeping the expenses in check. Salesforce is one of the best technology platforms that offers a powerful CRM system to transform sales, marketing, and customer service departments across industries. This powers enterprises to drive innovation, customer success, and revenue. Being a multi-tenant platform, Salesforce always focuses on maintaining top-gear performances of its applications, and in order to achieve this, it has imposed certain limitations. One such limitation is ‘storage’. Know Your Salesforce Storage Being a leading CRM, Salesforce offers some storage space within its applications/org. Customer’s data & files that are being generated while using the Salesforce app get stored in the allocated Salesforce storage space. Salesforce offers three different categories of storage in every org. Let’s have a look at those. Data Storage: Salesforce data storage is the home for various data records such as accounts, cases, leads, campaigns, contacts, opportunities, email messages, events, orders, tasks, etc. stored in standard and custom objects. File Storage: Salesforce file storage keeps files from notes & attachments, files home, CRM content, Chatter (including user photos), documents, and site.com assets. Big Objects: Salesforce Big Objects is the big data-based storage option that is designed to easily hold voluminous amounts of business data. How Much Storage Space Do You Get in Salesforce? Data Storage Space: If you are using Unlimited, Performance, Enterprise, or Professional editions of Salesforce, you will get 10 GB of default data storage space in the org along with 20 MB of additional data storage for each user license. For example, a Professional edition org with 20 users, will receive 10 GB of data storage, plus 20 MB per user which is 400 MB for 20 users. This makes the total data storage 10.4 GB for the company. File Storage Space: Similarly all the above Salesforce editions receive 10 GB of file storage space and an additional 20 MB of storage per user license. Salesforce Essentials edition gets 1 GB of file storage space per org. Only the Professional edition has an additional 612 MB (100 MB per user license + 512 MB per license for the Salesforce Content feature license). Big Objects: When it comes to Big Objects storage, all the Salesforce editions have allocated storage for 1 million Big Object records per Salesforce Org. Is the Allocated Storage Sufficient in Salesforce? Though it largely depends on the usage, in today’s world of data-driven business where enterprises extensively leverage data, the sources of data or file generation have increased. Along with this, the speed of data/file generation has also grown. Considering this, 10 GB of storage is very little for any company. This becomes challenging for businesses that deal with a large number of files, large-size files, more email attachments, and data records. As per industry trends, companies often run out of their allocated Salesforce data and file storage within a span of 2-3 years even with moderate data/file generation. This could be even lower for businesses that generate more data. What Happens When Your Salesforce Storage Starts Filling Fast? When your Salesforce storage starts filling fast, there are several consequences. A few common challenges are: The CRM will become bulky. This will impact the app’s performance, user experience & efficiency. Meeting regulatory compliance & other data policies becomes tough as storing all the business data within limited storage gets complicated. File visibility and accessibility are significantly impacted when seamless collaboration among the users becomes nearly impossible. Storage upgrades in Salesforce are incredibly expensive. Both additional data and file storage space come at a higher cost which might impact the overall budget. How to Increase Your Salesforce Storage Space? After working with multiple Salesforce customers from diverse industries over a decade, we understood what type of methods most enterprises adopt to better manage their Salesforce storage spaces. Here we have made a consolidated list of the means through which the above-mentioned challenges can be combated and the Salesforce storages can be optimized to a greater potential. Option 1: Cleaning up Unused Data Manually or Automatically One of the easiest ways to prevent exceeding the Salesforce storage limits is by purging unnecessary files and data records, either manually or automatically. There are a lot of tools available for these purposes: Salesforce’s Mass Delete Wizard: Salesforce’s web-based native mass deletion wizard allows users to delete record types such as cases, solutions, accounts, contacts, leads, products, and activities. Currently, the complete Mass Delete is limited to around 250 records at once and is also limited to the above-named objects. Extract Transform Loading (ETL) Tools: Certain ETL tools are used for both data migration and data removal. Popular ETL tools like Salesforce Data Loader can be used to delete both data records and files from the system. Other popular ETL tools include Dataloader.io, Informatica, JitterBit, Integrate.io, etc. Most of these tools are paid for and will always require significant investment and evaluation to ensure they meet the requirements. Automatic Deletion: If you don’t want to spend a lot of time and money on removing redundant files and data, several third-party AppExchange applications can be used to automate these tasks. Such applications can easily delete unnecessary files and data from the system, saving both time & manual effort. Option 2: Purchasing Additional Storage from Salesforce If your enterprise is not at the liberty of deleting files, attachments, and data records because of long-term retention guidelines, then you can always opt for purchasing additional file or data storage space from Salesforce. But the thing to keep in mind before going for this option is that additional storage, both file & data, is extremely
