2/18/2023 0 Comments Heroku file storageThere are a number of third party applications and databases that can be used as well. It should be noted that Heroku isn’t the only option for storing and accessing Salesforce data externally. Note that this is subject to OData Callout Rate Limits If you want to access archived records without having to fully restore them, you can use Salesforce Connect to retrieve them from the archive database in Heroku and work with them as external objects. Salesforce Connect allows you to display this data within Salesforce, as though it lives there natively. Heroku provides an OData wrapper for any Postgres Database you build on the platform. Salesforce Connect / External Objects (Optional) Optional Bonus feature: create an additional set of stored procedures that will move individual records from the archive tables back to the sync tables on demand, which will then push them back into Salesforce and “unarchive” them ( note that doing this will create a new ID for the record in Salesforce). There’s a free scheduler add-on available within Heroku that will allow you to execute these on time based intervals. Transfer records from the Sync tables to the Archive tables prior to purging them from Salesforce. Adding a second set of tables will allow you to store archived data in another location that won’t be affected by data purges.ĭatabase commands to replicate and purge data based on archiving criteria (dates, etc.) Heroku Connect will always keep the Heroku database in sync with the Salesforce database, so purging old records from Salesforce when you’re ready to archive them will also purge them from your Heroku database (and vice-versa). Setting up a database in Heroku will work for external processing (which we’ll cover in an upcoming blog post), but it isn’t sufficient for archiving and purging. Note that Heroku Connect is not subject to Salesforce API Limits but there are some limitations on the types of objects that are supported.Ī set of tables to store data that’s been purged from Salesforce. An exact copy of the data will exist in both databases after each sync. It will then sync the data at specified intervals. Heroku Connect will create a 1-1 relationship between database tables in Heroku and objects in Salesforce. This set of tables will contain an exact copy of all the records in any Salesforce objects we select and can be used for additional off-platform processing.Īllows you to set up uni- or bi-directional sync between Heroku Applications and Salesforce Org(s). PostgreSQL is a relational database management system that Heroku uses to store synced Salesforce data. This is the external platform that will host our databases and handle our synchronization and purge processes. Heroku is a cloud platform that allows you to build external applications and databases and seamlessly sync data between them and your Salesforce org, allowing you to encapsulate certain functionality. In this post, we’ll go over a way to set up a robust architecture that can be used for archiving and purging, or even simply storing data externally, while also making it easy to access data stored off-platform from within Salesforce.īelow is a list of the components that are used in this example: Component Name Log files or Syndicated Data whose record counts can be in the millions and have no practical use within a CRM system are examples of this. Certain types of data simply don’t make sense to load into Salesforce. If you read our hot-warm-cold blog post, you’ll be familiar with the process to put together a data archiving strategy.Īrchiving isn’t the only reason to store data externally either.
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