USE CASE: Mass Delete Old, Unneeded Marketing Data (Clicks & Opens)

Problem: Old marketing automation activities using up data storage limits

Do you have a marketing automation or email marketing tool that is generating a ton of valuable data? If so, when was the last time you looked at the really old historical activities or records that were created by these tools to see if they should be deleted? Chances are the old data is simply not relevant. Tools such as Mailchimp quickly become data storage hounds.

Solution: Audit older records and types, then create a data deletion strategy

Data Quality Helper can be used to improve data governance and mass delete this old and irrelevant data. To view the data storage that is being consumed by these activities in your Salesforce org, go to Setup Home>Data Management>Storage Usage.

Once you determine which record type you would like to delete data for and define the criteria, you can create a Storage Recycle Job to delete the records for you.

This use case is going to vary depending on which tools are being used. For assistance with your use case, please email support@passagetech.com or check out the Data Quality Helper Admin Guide for general guidance.

Have you already used Data Quality Helper to clean up old Marketing activities?  Please share 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!