How we decluttered Salesforce through Big Data archival
How we decluttered Salesforce through Big Data archival
RingCentral data archival

Background

The client was a fast-growing communications and web conferencing company in the US with a global market presence and direct as well as channel partner sales. The company has been experiencing rapid growth, further accelerated by Covid-related demand. They had a very large and complex Salesforce org that covered sales, service, CPQ and communities.

Problem

The nature of business and transactions were such that the company was quickly running out of storage in Salesforce and hitting their limits. They desperately needed a solution that would be scalable.

One immediate need was to archive a vast number of legacy account and contact records that were free trial accounts created over time. These, which came to around 8 lakh records, needed to be archived to declutter their instance.

Solution

  • The Lister team evaluated multiple options and decided to go with an archival solution using Big Objects in Salesforce to store the archived records.
  • We created Big Objects and wrote a generic batch program that would make a copy of actual records, archive them in Big Objects and delete the records in Salesforce.
  • We came up with a generic data archival framework implement Big Objects consisting of the following,
    • Determined how much and where all the data of the organization was stored
    • Identified the amount of data that was held in Salesforce and how close was it to the storage limits.
    • Brought the data owners and the legal team of the organisation together and got the relevant information about the content of the data
    • Categorized data in terms of importance and need for retrieval
    • Classified the data stored and defined a configurable set of rules on data to be stored, deleted, or archived

Outcomes

  • We successfully archived all the old accounts and contacts based on pre-defined rules
  • The archival solution could now be scaled up to handle billions of records
  • The solution was flexible and configurable to handle any object in Salesforce and store data based on rules
  • The solution addressed the challenges of storage the company was facing not just for now, but for the future as well.
Testimonial
CRM Manager

Lister team has been working with Edmunds for two and a half years. We work as a partnership with them where we discuss the current issues, and they provide guidance and suggestions whenever needed.

CRM Manager
CEO of a FinTech company

Lister is a great Salesforce partner to work with. They bring outstanding capabilities to the table and have done a fantastic job in helping us revamp our processes and clean up Salesforce.

 

CEO of a FinTech company
AVP Business Applications of a US-based communications company

The team is fantastic in how they take ownership and deliver projects at great speed. We are getting things done so much faster than we ever did!

 

AVP Business Applications of a US-based communications company
Head – IT / Institutional Sales of a leading backup power company in India

“This is something that has really benefitted my organization. My users have adopted Salesforce.com easily and hats off to the Lister team for the way it has been designed!”

 

Head – IT / Institutional Sales of a leading backup power company in India
Program Manager CRM Project of a global building materials company

Your delivery team has shown great commitment in delivering the agreed outputs. The passion of supporting our team and the users are also quite evident, most of the time, even going beyond what was required from their responsibility

 

Program Manager CRM Project of a global building materials company
Partner in Australia

“It was the fastest integration we had seen with our API. Lister did a great job understanding the architecture design, asking well thought out questions and dealing directly with the team at KeyPay throughout the project.”

 

Partner in Australia
Deepanker Dua | Sales Manager, India | Salesforce.com |

I wanted to bring this important engagement to your attention as a means to recognize one of our partners, followed by a piece of recommendation.

Deepanker Dua | Sales Manager, India | Salesforce.com |
Program Manager of a global building materials company

Your delivery team has shown great commitment in delivering the agreed outputs. The passion of supporting our team and the users are also quite evident, most of the time, even going beyond what was required from their responsibility.”

 

Program Manager of a global building materials company
Head IT APAC of a global vision care company

Over these years, I have learnt to rely heavily on you for a lot many things that made our CoEs and South East Asia Countries successful. You have always wholeheartedly supported me at all times. I would like to take a pause and Thank You for the countless things you have done for my company and me.

 

Head IT APAC of a global vision care company
CRM Manager - Internet Automobile Business

Lister team has been working with us for two and a half years. We work as a partnership with them where we discuss the current issues, and they provide guidance and suggestions whenever needed.

CRM Manager - Internet Automobile Business
CIO of a leisure and hospitality company

Lister Technologies is having Salesforce experts for delivering solutions. The solutions are thought through completely before development and built with the scope of scalability, which is a mandate for any future requirement to be developed to support business for the on-time market. Lister is capable of taking any technical requirement and provide solutions in the agreed timeline.

CIO of a leisure and hospitality company
Sr. Manager IT of an US-based life sciences and environmental company

Excellent job overall! It has been a long few month. When we planned for the end of August go-live, the initial feedback was that it was not achievable. I'm pleased we got Informatics users successfully migrated to Salesforce before end of August.

Sr. Manager IT of an US-based life sciences and environmental company
Head IT of an HVAC services company

I have worked with Lister for the past 4+ years, and can only say good things about my experience of working with their CRM team. They have provided our organization with the development support that we needed on a number of Salesforce and mobile (iOS) projects. They are very responsive and deliver quality work on time. Looking forward to continuing working with them in the future.

Head IT of an HVAC services company