Overview
A global technology company needed to retain Salesforce field history data beyond the standard 18-month limit to meet regulatory and audit requirements.
Aquarient Technologies delivered a customized data retention and archival solution that securely extends historical visibility and prepares for future integration with a cloud data lake.
Aquarient Technologies delivered a customized data retention and archival solution that securely extends historical visibility and prepares for future integration with a cloud data lake.
- Business Challenge
- Our Solution
Salesforce’s default field history retention is limited to 18 months, which fell short of the client’s 10-year data storage compliance mandate.
Key challenges included:
- Standard Salesforce data retention limits
- Compliance with stringent audit and archival policies
- Tracking historical field-level changes across key Salesforce objects (Accounts, Opportunities, Contracts)
Aquarient implemented a custom data retention framework within Salesforce, ensuring long-term field history management and audit-readiness.
Solution Highlights:
- Field History Tracking Activation: Enabled tracking for critical objects including Accounts, Opportunities, and Contracts.
- Custom APEX Logic: Developed a package to enforce a 10-year data retention policy without performance degradation.
- Archival Readiness: Designed integration hooks and data pipelines to port historical records into MS SQL Server Data Lake for future scalability.
- Lightning Optimization: Ensured smooth UI/UX experience in Salesforce Lightning for historical data review.
Why It Matters
This implementation empowered the client to:
- Maintain audit-readiness and ensure regulatory compliance
- Enhance business intelligence with access to long-term change data
- Lay a future-proof foundation for integration with advanced data storage systems
Results & Business Impact
| Outcome | Impact |
|---|---|
| 10-Year Retention Enabled | Historical field changes preserved beyond default Salesforce limits |
| Compliance Achieved | Fully aligned with industry and internal audit requirements |
| Comprehensive Tracking | End-to-end visibility of key business object changes |
| Data Lake Ready | Architecture supports scalable future archival and analytics |
Technologies Used
- Salesforce Service Cloud & Sales Cloud
- Salesforce Lightning
- Custom APEX Package for Retention Logic
- MS SQL Server Data Lake (Future Integration)
