Mitigating Compliance Risks with Intelligent Backup & Archival for Salesforce CRM
The Challenge
The client's rapidly growing CRM ecosystem presented significant compliance and auditability challenges, especially related to data retention, access control, and system reliability. Key issues included:
- Frequent Data Loss Events: User errors and mass data operations led to loss incidents, with Salesforce lacking native point-in-time restore capabilities.
- Regulatory Pressure: Adhering to industry norms for data archival, retention, and validation across systems used for HCP engagement.
- Data Overload & Rising Costs: Unchecked CRM growth increased storage usage beyond 300%, creating compliance risks due to outdated or unarchived data.
- Audit & Validation Gaps: Lack of structured validation for backup and restore workflows posed risks to GxP audit-readiness.
- System Downtime Vulnerability: Business continuity was at stake due to limited disaster recovery planning.
Our Solution
Agilisium delivered a compliance-first Backup-Archive-Restore (BAR) solution, ensuring secure, auditable, and regulation-aligned data management for Salesforce CRM.
Key compliance-aligned enhancements included:
GxP-Aligned Backup & Restore Automation
Designed and implemented a rule-based, intelligent backup system with configurable restore points to minimize data loss and improve reliability.
Validated Archival Strategy
Developed a robust archival mechanism for historical data with defined retention rules, ensuring compliance with regulatory data lifecycle mandates.
IQ/OQ Documentation & Execution
Executed full Installation Qualification (IQ) and Operational Qualification (OQ) procedures, delivering audit-ready documentation for validated state systems.
Seamless Integration with Salesforce & Third-Party Storage
Integrated Salesforce CRM with external storage infrastructure while preserving data traceability and retrieval controls in a compliant manner.
The Outcomes
Agilisium’s validated and audit-friendly solution ensured that data backup, restore, and archival processes aligned with GxP expectations—while reducing operational overhead and improving system resilience.
99.99% Data Integrity Across Backup & Archive Cycles
Ensures traceable, verifiable backups with minimal risk of corruption or tampering.
Compliance Adherence Score Improved from 80% to 99.5%
Brings systems in line with internal SOPs and external GxP audit expectations.
Projected Annual Savings of Millions in Salesforce Storage Costs
Strategic archival offloads redundant data, helping reduce overage costs and avoids storage expansion.
Reduces Daily Backup Processing Time by 80%
Automated backup routines reduces the need for manual exports and error-prone scripting.
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