Maximize the utility of data at each stage of its life
Ensure compliance by securely managing, retaining, and purging data
Control storage costs and stay under allocated budgets
Increase end-user productivity through improved system performance
Store sensitive data securely
Maximize the utility of the data
Archive dormant data
Delete obsolete data
Correct your data surgically and quickly at the object and field level, without losing valid changes.
Quickly identify risks from over-provisioning and avoid unauthorized data usage and access.
Proactively apply risk ratings to all data fields, incorporating regulatory requirements.
Maintain data relationships and, if needed, unarchive records back to production, ensuring parent/child relationships remain intact.
Ensure data and files are automatically archived according to custom retention policies.
Access your dormant data while it remains archived for compliance purposes.
Place records on Legal Hold so that they cannot be removed or unarchived.
Regularly delete obsolete data that no longer serves any business purpose.
Enable the automated deletion of subsets of data once they meet the criteria predefined in the custom retention period.
Delete a subset of data at any given point in time through purge policies.
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Gain a clear understanding of your data exposure risks and proactively strengthen your Salesforce security posture.
Protect your data with automated backups, proactive notifications of loss or corruption and easy-to-use recovery tools.
Archive obsolete data from production environments to prevent overage costs, improve performance, and ensure compliance.
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As Salesforce teams handle growing volumes of data, having a solid Data Lifecycle Management (DLM) strategy is crucial for tackling data bloat, performance issues, and compliance risks. Discover how effective data management can maximize your Salesforce investment and support AI initiatives.
Ignoring data lifecycle management (DLM) doesn't just contribute to data bloat—it can directly impact business growth. Learn how to tackle common Salesforce data challenges like data bloat, performance degradation, and compliance risks—all while unlocking the full potential of your data.
Data lifecycle management (DLM) is the process of overseeing data throughout its entire lifecycle, from creation and initial storage to the time it becomes obsolete and is deleted. It involves policies and procedures to manage data efficiently, ensuring its availability, integrity, and security.
DLM is crucial because it helps organizations manage their data more effectively, ensuring that data is available when needed, protected from unauthorized access, and properly disposed of when no longer needed. This enhances data integrity, compliance with regulations, cost control, and overall operational efficiency. A proper DLM strategy ensures data security from the point of data collection, to data processing and to the end of the cycle at data deletion.
DLM helps with regulatory compliance by ensuring that data is managed according to data privacy laws, industry standards, and legal requirements. This includes secure storage, proper access controls, timely archiving, and secure deletion of data and sensitive information. DLM policies can also include audit trails and documentation to demonstrate compliance during audits.
Data backup is a critical component of DLM. Regular backups ensure that data can be restored in case of loss or corruption and are part of the disaster recovery process. Backups are typically integrated into the DLM process to ensure that data is protected throughout its lifecycle, from active use to long-term archival.
