Managing Salesforce data becomes tricky as your business grows. Without an effective Salesforce data archival strategy, overloaded systems can lead to slower processes, rising costs, and greater compliance risks
Often, you may have a system that crawls when you need speed the most. And it is impossible to keep paying more to store unused data. Even worse is to sieve through data piles to find vital records during an audit. The headaches multiply without a good archiving plan.
The good news? Data archiving solutions that can fix all these issues and then some. This post discusses the top five Salesforce data archiving solutions, their features, pros and cons, pricing plans, and how users rate each.
Let's get started.
What is Salesforce Data Archiving?
Salesforce data archiving is the process of moving inactive data from Salesforce to another storage system. It could be anything from public cloud to private cloud or on-premise systems. Data archiving keeps data accessible for compliance or historical reference.
Data archiving offers numerous benefits, from ensuring optimal system performance to reducing storage costs for Salesforce users.
Here are the top benefits of Salesforce data archiving.
- Cost efficiency: Data archiving lowers storage costs by freeing up Salesforce storage.
- Improved performance: It enhances CRM speed and responsiveness by reducing data clutter.
- Compliance ready: Data archiving helps retain data and records for legal and regulatory audits.
- Data accessibility: You can access archived data for analysis and reporting as long as needed.
- Simplified management: It helps reduce system complexity and streamline operations.
Salesforce data archiving is essential for any business looking to keep the platform efficient, productive, and high-performing. But it also comes with a set of challenges.
Let's explore some of these challenges next.
Challenges in Salesforce Data Archiving
Salesforce data archiving is essential for maintaining system efficiency and compliance. However, organizations often encounter several challenges with archiving. Here are a few of the most pressing challenges.
- Difficulty in identifying archival data
Determining which data to archive is often a challenge. It requires a deep understanding of business processes and data usage patterns. Criteria such as record creation dates, last activity, or fiscal year closures must be carefully considered to ensure only non-essential data is archived.
- Maintaining data integrity
Archived data often has complex relationships and dependencies. Ensuring these links remain intact during archiving is vital for data accuracy and reliability. This complexity can make the archiving process demanding over time.
- Ensuring data accessibility
Once data is archived, it must remain accessible for future reference, compliance audits, or analysis. Implementing a solution that guarantees data integrity and allows for easy retrieval is crucial.
- Adhering to regulations and policies
Different industries have varying compliance requirements. For example, healthcare has HIPAA, while the finance sector has FINRA. Complying with these regulations is often a challenge for most businesses during data archiving.
- Managing user behavior variability
User behavior can impact archival needs. For example, sales departments with high data churn may need more frequent archiving than other departments. This will lead to more data and higher archiving needs, which is a challenge. Addressing these issues requires a unique approach, including planning, tools, and management. The best way to avoid these challenges is to use the right data archival solutions. Let's explore some of the top such solutions in the next section.
Top 5 Salesforce Data Archival Solutions
1. Flosum

Flosum is a robust data archival solution for efficient Salesforce data management. It helps you back up, archive, restore, and reuse Salesforce data with minimal effort. As a flexible data storage solution, Flosum allows you to store data anywhere you prefer--in public clouds, private clouds, or on-premise systems. By reducing unnecessary data clutter, Flosum enhances Salesforce performance and responsiveness.
Its streamlined backup process operates seamlessly, ensuring no disruption to business workflows. The rapid data recovery capability minimizes downtime and allows you to restore data in seconds.
Flosum simplifies sandbox seeding using a single-click process by populating test environments with real data. It offers encryption keys to users to ensure the data stays entirely under their control. This leads to enhanced data security and fewer chances of data misuse.
And it does all this while complying with data residency laws like DGPR, HIPAA, etc.
By blending full and incremental backups, the solution optimizes both time and storage efficiency. With intuitive data archival features, Flosum delivers secure, scalable Salesforce data management.
Features of Flosum's data archival solution
Automated backup
Flosum's data archival solution streamlines Salesforce data backup and recovery. You can schedule backups to run automatically, saving your efforts from manual oversight and ensuring reliable data protection. Restoring data from previous backup jobs is also seamless and efficient with Flosum.
Composite backups
Flosum leverages composite backup methods to enhance efficiency. It captures only changes made since the last backup, reducing data transfer and storage usage. This approach optimizes backup speed while maintaining robust data protection.
Data seeding
Users can populate developer sandboxes with comprehensive data sets with a single click, facilitating robust testing and development processes. This feature streamlines the preparation of test environments, enhancing development efficiency.
Secure and encrypted storage
Flosum prioritizes data security by implementing robust encryption. It ensures Salesforce data is stored securely, safeguarding sensitive information against unauthorized access. Using industry-standard encryption methods, such as Transport Layer Security (TLS), Secure Socket Layer (SSL), etc., Flosum guarantees data confidentiality and integrity.
Automation management
Using Flosum's data archival solution, users can easily enable or disable workflows, flows, process builders, and validation rules with a simple click. This control helps meet Recovery Time Objectives without manual interventions during data restoration.
Compliance and governance support
Flosum helps you meet critical compliance and governance standards, such as GDPR, HIPAA, etc. It also offers granular control over data backups, access permissions, and retention policies for better compliance.
Flexible data hosting options
Users can host backup data on public clouds like AWS, Google Cloud, Azure, or on-premise systems. This helps ensure compliance with specific data residency requirements.
Pros of Flosum
- Use secure architecture suitable for highly regulated industries.
- Offers efficient data archiving to minimize storage expenses
- Optimizes system efficiency by managing data effectively
- Helps meet data residency laws and legal requirements
- Provides user-friendly tools to backup, restore, and archiving
- Helps compare and recover specific data changes or version
Cons of Flosum
- Flosum's data archival solution is limited to Salesforce.
- Gated pricing plans
Flosum pricing plans
Flosum offers customized plans for users to meet their unique needs. Contact customer support for custom plans.
Flosum reviews and ratings
- G2: 4.8/5 (205+ reviews)
- AppExchange: 4.97/5 (270+ reviews)
2. Gearset

Gearset's Data Archival Solution helps organizations manage Salesforce data efficiently. It allows users to archive unused data, reducing storage costs and improving system performance. Gearset ensures compliance with regulations by retaining necessary records and offers secure, off-platform storage with easy restoration capabilities.
Features of Gearset's data archival solution
- Automated archiving: Set custom rules to archive data automatically, minimizing manual effort while improving archiving efficiency.
- Cost reduction: Manage data growth to avoid scaling data storage and management costs on your Salesforce platform.
- Performance improvement: Reduce data volume to boost performance on different aspects, such as Salesforce search, reporting, and calculations.
- Compliance support: Retain all the data you need to ensure industry, government, and internal compliance.
- Secure storage: Ensure safety and quick restoration of archived data as it is stored securely off-platform with robust access control systems.
Pros of Gearset
- Confide in industry-grade security protecting your enterprise data.
- Monitor your archived data effortlessly from a single place.
- Preview the data sets for archiving to streamline scheduled archive runs.
- Delete archives automatically once you reach retention policy limits.
- Use dashboards to view and manage all your archiving activities.
Cons of Gearset
- Highly expensive compared to similar data archival solutions
- Lengthy learning curve and unnecessary complexity
Gearset pricing plans
- Starter: USD 200/user per month (for deployments)
- Team: USD 300/user per month (for collaboration on deployments)
- Enterprise: Custom plans (for enterprise-level requirements)
Gearset offers a 30-day free trial, as well. You can explore the Gearset plans here.
Gearset reviews and ratings
- G2: 4.7 (205+ reviews)
- Gartner: 4.5 (10+ reviews)
3. Odaseva

Odaseva's data archiving solution enhances Salesforce performance by efficiently managing data growth. It enables organizations to archive obsolete data, ensuring compliance with regulations like GDPR and CPRA while maintaining user access to necessary information. By decluttering production environments, Odaseva helps prevent system slowdowns and optimizes storage costs.
Features of Odaseva
- Automated data removal: Odaseva automates removing outdated Salesforce data to free up valuable storage space and improve system performance.
- Customizable archiving policies allow you to define data retention rules tailored to compliance needs, ensuring adherence to industry and legal regulations.
- User-friendly archive viewer: You can access archived records easily using a familiar interface that maintains Salesforce's intuitive and seamless user experience.
- Zero-trust security model: Protect archived data with advanced encryption and access controls for top-level security assurance.
- Complex data model support: Odaseva handles intricate data relationships, such as cascade deletions, orphan records, etc., and ensures all dependencies are managed during the archiving process.
Pros of Odaseva
- Meet data protection and regulatory compliance with customizable policies.
- Maintain data security with a zero-trust approach and robust data encryption systems.
- Enhance performance and reduce storage costs by removing obsolete data.
- Manage complex data structures with intricate Salesforce data models.
- Facilitate user access with Archive Viewer for easy retrieval of archived records.
Cons of Odaseva
- Gated pricing plans
Odaseva pricing plans
Odaseva offers custom pricing plans. You need to contact customer support to learn more about their pricing offers.
Odaseva reviews and ratings
- G2: 4.5/5 (40+ reviews)
- AppExchange: 4.96 (90+ reviews)
4. AutoRABIT

AutoRABIT's Vault is a data management solution offering intelligent data archiving support for Salesforce environments. It provides automated, unlimited backups of data and metadata, ensuring regulatory compliance. Vault enhances data management with comparison tools and facilitates efficient sandbox seeding. Its built-in archival capabilities reduce storage costs by moving obsolete data to cost-effective cloud storage while maintaining accessibility within Salesforce.
Features of AutoRABIT
- Automated, Unlimited Backups: Vault provides fully automated cloud backups with unlimited storage while preserving standard and custom Salesforce objects, files, attachments, and more.
- Sophisticated Comparison Tools: Compare instance snapshots, data, and metadata in a unified view to track changes.
- Efficient Sandbox Seeding: Easily select data sets for seeding sandboxes with anonymized test data, code, rules, and reports.
- Built-In Archival: Reduce storage costs by archiving obsolete data to scalable, enterprise-class cloud infrastructure.
- Metadata Mastery: Complete backup and restore of tools built for Salesforce without compromising the Salesforce experience.
Pros of AutoRABIT
- Secure data in transit and storage with advanced encryption algorithms
- Long-term data storage solutions for better application performance
- Fast Recovery Time Objectives to meet IT governance policies
- Enjoy extensive recovery of data, metadata, attachments, and more.
- Simplify sandbox seeding with an easy selection of datasets for testing.
Cons of AutoRABIT
- Autorabit is highly complex.
- The platform's learning curve is long.
AutoRABIT pricing plans
Autorabit offers custom plans depending on your needs. You can explore AutoRABIT plans here.
AutoRABIT reviews and ratings
- G2: 4.5/5 (195+ reviews)
5. Grax

Grax's Salesforce data archive solution optimizes the platform's performance by efficiently managing data growth. It enables organizations to archive obsolete data, ensuring compliance with regulations like GDPR and CCPA while maintaining user access to necessary information. By decluttering production environments, GRAX prevents system slowdowns and optimizes storage costs. It also ensures that data never leaves your environment.
Features of Grax
- Auto-archive: Auto-archive enables you to set and forget recurring Salesforce data archive jobs, automating the archiving process.
- Precision targeting: Target data with precise targeting for archiving using Salesforce reports, custom criteria, or SOQL queries for improved efficiency and control
- Lifecycle management: Easily create and maintain data retention and lifecycle policies to ensure compliance.
- In-app availability: You can access and act on archived Salesforce data directly within the production environment; you never have to leave the environment.
- Bring Your Storage (BYOS): Archive data to your preferred storage provider, such as AWS, Azure, GCP, or on-premises. This flexibility allows for more customizable data archiving.
Pros of Grax
- Better security as the archived data is stored in the preferred environment
- Improve system performance and efficiency by reducing data volume.
- Meet data retention regulations and IT governance policies.
- Automate archiving with custom rules for minimal manual processes.
- Facilitate easy restoration as the archived data can be restored anytime.
Cons of Grax
- Gated pricing plans
- Salesforce dependent archiving
Grax pricing plans
Grax offers three customized plans with a 7-day free trial. You can explore the plans here.
Grax reviews
App Exchange rating - 5 (32 users)
How Flosum Elevates Your Data Archival Efforts
Salesforce data archiving is vital for your business. It directly impacts your platform's performance, which will, in turn, affect your operations. That's why picking a reliable and easy-to-use data archival solution is vital. This is where Flosum comes to the top.
As a native Salesforce DevSecOps solution, Flosum simplifies data handling. It works directly with Salesforce, guaranteeing fast and seamless data archiving. It offers powerful tools to access archived data quickly and ensure regulatory compliance. Flosum's data archival solution also saves time, reduces risks, and keeps your data safe.
Want to avoid data archival complexities and improve Salesforce's performance with Flosum? Schedule a demo now to explore how Flosum can help transform your workflow.
Frequently Asked Questions (FAQs)
1. What's the difference between backup and archiving?
Backup protects data for quick recovery after loss or damage. Archiving is the process of storing old, inactive data for long-term use. Backups are short-term and focus on recent data, while archives are permanent and free up active storage.
2. Can you archive data in Salesforce?
Yes, Salesforce allows data archiving. You can use tools like Flosum to archive inactive records and access them only when needed. This also reduces storage limits and improves performance.
3. What is the biggest challenge in data archiving?
The biggest challenge is keeping archived data easy to access. Poor organization can slow retrieval. Platforms like Flosum address this issue by making it easy to access data as and when needed.
4. What is the best method of archiving?
The best method for archiving is to use automated, cloud-based archiving tools. These tools organize and secure data effectively while using cloud storage to ensure easy access from anywhere.