eBook

6 Steps to Implementing a Salesforce Data Archiving Strategy that Scales

Developing a Salesforce data archiving strategy? Follow this checklist to make it a success and improve your data lifecycle management.

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Is your growing Salesforce instance causing headaches? Our Data Archiving Checklist can help.

You'll learn six critical steps for building a strategy that scales:

  • Conduct a Thorough Data and Process Audit
  • Develop Clear Data Retention Policies
  • Implement a Data Archiving Strategy
  • Create Archiving Policies
  • Prioritize User Training
  • Continuously Improve Your Processes

Download our free checklist and see how Own can help you declutter and optimize your Salesforce org.

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Data Archiving
Salesforce
All industries
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