USE CASE: Deleting Old, Inactive Campaign Data To Save Storage Space

Problem: Storing older, unneeded campaigns that are no longer useful

After a few years, it's probably safe to say that the old inactive Campaigns in Salesforce are not influencing behavior and no longer necessary to keep. Deleting inactive Campaigns that are far older than your buying cycle will free up valuable storage space.

Solution: Deleting this data is good storage management strategy

To Delete Old Campaigns with Data Quality Helper:

1. On the Data Cleanup Rules Page, click New New Cleanup Rule in the upper right corner.
2. Name the Storage Recycle Job (Old Inactive Campaigns).
3. Object:  Campaign
4. Notes is a good place to document your criteria:  Campaigns that are older than 2 years and are inactive
5. Create filter criteria. 
   1. Field:  End Date
   2. Logic:  Less Than
   3. Condition: Last Number of Years, 2
   4. Field: Active
   5. Logic: Equals
   6. Condition: False
6. Save the criteria.
7. Select whether you would like to Activate the job, or Keep Inactive (Please Note: To prevent important data from being deleted accidentally, we recommend keeping the Storage Recycle Job inactive until the deletion criterion is fully defined).
8. On the Data Cleanup Rules Tab, you can preview records, change filter criteria, edit, delete or activate your job in the Detail Tab on the right.

NOTE:  With either a manual or scheduled run, be sure to backup your data first. Recovering data that has been lost is extremely costly.  You can find more information regarding Salesforce Data Recovery and how to backup your data in the How to Avoid Hitting the Data Storage Limit in Your Org Blog.

For additional assistance, please send us an email to support@passagetech.com.

NOTE: Campaign Members that are directly deleted (without targeting their Campaigns) are not available in the recycling bin.

Do you have a cool Data Quality Helper use case you would like us to share?  Please comment below!

Besides better data storage management, this app also offers enhanced data validation as well as duplicate data detection and resolution that exceeds default Salesforce functionality. Plus, don’t forget to take advantage of the list view that shows all validation and duplication issues detected by the rules Admins created. Install the free version today!