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PRAXIOM DATA ARCHIVING | SALESFORCE STORAGE OPTIMIZATION
Archive Aging Salesforce Activity.
Never Lose Access to History.
Archive aging Salesforce activity, reduce live storage consumption, and keep complete historical records visible right inside Salesforce - with 1-click restore when you need it.
Built 100% natively on Salesforce
Secure Enterprise Storage • AES-256 Encrypted
Live Salesforce
Aging Tasks & Events
Archive Engine
Batch Apex • LWC
AWS S3 Storage
AES-256 Immutable
Unified Timeline
100% In-App Visible
Call: Candidate Onboarding Review
Live Salesforce
Email: Initial Contract Offer (2024)
Archived • AWS
Meeting: 2023 Placement Interview
Archived • AWS
THE STORAGE DILEMMA
Your Salesforce History Is Valuable.
Your Storage Doesn't Have to Carry It All.
Staffing firms accumulate millions of activity logs that drive up CRM storage bills. Hard-deleting or CSV exporting breaks historical context.
1
STORAGE OVERFLOW
Years of Activity Consume Storage
Standard Salesforce data storage limits are notoriously expensive. High-volume recruiter activity logs push orgs past limits quickly.
Praxiom Fix: Offload to Dedicated S3 Vault
2
CONTEXT LOSS
Deleting Means Losing Critical Context
Hard-deleting historical activity destroys irreplaceable relationship history, past placement notes, and recruiter accountability.
Praxiom Fix: 100% Record Fidelity Retained
3
DATA SILOS
Export Files Create Disconnected Silos
Dumping data into offline CSVs or data lakes isolates records. Recruiters cannot see historical context when reviewing candidate files.
Praxiom Fix: In-App Lightning Timeline
4
AUDIT RISK
Compliance & Audit Vulnerabilities
Compliance, legal, and client MSA agreements mandate retaining complete worker interaction histories for audits and investigations.
Praxiom Fix: Immutable AES-256 Cloud Vault
COMPLETE LIFECYCLE MANAGEMENT
One Place to Manage Data Archiving
From granular scoping and automated batch jobs to immutable storage and 1-click restore, manage the entire archive lifecycle natively.
1
STAGE 01
Scope & Filter
Define precise retention policies for Tasks, Events, Emails, and Mass Email Results based on creation date or status.
- Object & date range scoping
- Pre-flight record count estimate
- Automated retention schedules
2
STAGE 02
Batch Archive Engine
Process millions of aging records asynchronously with Salesforce-native Batch Apex without governor limit risks.
- Asynchronous Batch Apex engine
- Zero governor limit violations
- Automated attachment offloading
3
STAGE 03
Secure Cloud Vault
Dedicated enterprise AWS S3 storage with AES-256 server-side encryption at rest, guaranteeing data immutability.
- Dedicated AWS S3 bucket
- AES-256 server-side encryption
- Immutable audit trail logs
4
STAGE 04
Unified Access & Restore
Recruiters view live and archived activities on one Lightning timeline, with 1-click on-demand record restoration.
- Seamless Lightning Web Component
- Gold badges for archived data
- 1-Click instant database restore
GRANULAR ADMIN CONTROL
Archive Exactly What You Need
Configure precise retention policies and offload aging Salesforce activity records and related files with granular administrative control.
Tasks
Events
Emails
Mass Email Sent Results
Mass Email Recipients
-
Flexible Date & Status Filters: Scope records by age (e.g. created > 2 years ago), closed status, or specific record types without writing custom SOQL.
-
Pre-Execution Storage Estimation: Scan eligible records and preview anticipated storage savings before launching a job.
Task: Follow-up on Hospital Credentialing
Today at 9:30 AM • Amanda Harris
Email: Submittal Package Sent to Client
Yesterday • Sent via Resume Studio
Event: Placement Interview Review
18 Months Ago (April 2025) • Completed
Task: Initial Clinical Screening Notes
2 Years Ago (Oct 2024) • 2 Attachments
SEAMLESS USER EXPERIENCE
Live and Archived Activity. One Timeline.
Your users don't need to know where the record lives. They simply see the history.
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Zero Disruption to Recruiters: Historical tasks, calls, events, and emails appear chronologically alongside live activities right on the Contact record page.
-
Clear Visual Indicators: Archived records are subtly flagged with a golden badge so teams know the record is safely offloaded.
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Complete Chronological History: Never lose sight of previous candidate placements, interview feedbacks, or client notes.
RECORD FIDELITY & FILES
Archive the Record. Not Just the Data.
Preserve complete field values, related files, audit timestamps, and native detail views without truncating CRM schemas.
-
Complete Custom & Standard Fields: Retain every custom field, picklist value, formula snapshot, and description text block.
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Related Files & Attachments: Preserves original PDF agreements, email attachments, and resumes in secure cloud storage.
-
Native Lightning Modal: Click any archived activity on the timeline to inspect full record details in a clean native modal.
Task: Initial Clinical Screening Notes
Created Oct 14, 2024 • Completed Oct 15, 2024
Assigned To: Amanda Harris
Contact: David Vance, BSN
Priority: Normal
Status: Completed
Candidate passed preliminary ICU skills test. Verified active Texas RN license #849201. Scheduled for client submittal review next Monday.
2 Attached Files Preserved (clinical_eval.pdf, rn_license.pdf)
Record Successfully Restored!
Task #849201 and 2 attached files have been re-inserted into live Salesforce with full lookup relations to David Vance.
Live Salesforce Record ID: 00T5e00000abc12
ON-DEMAND RECOVERY
One-Click Instant Restore
Need an archived Task or Event back in live Salesforce? Click "Restore" and the engine re-creates the record in Salesforce with all original fields and attachments.
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Instant Restoration into Live Database: Re-creates live Task or Event records within seconds with zero manual re-entry.
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Re-attaches Original Files: Downloads attachments back from AWS S3 directly into native Salesforce Files.
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Permission Set Governance: Controlled by standard Salesforce permission sets so only authorized administrators can restore.
ENTERPRISE GOVERNANCE
Know Exactly What Was Archived
Maintain complete visibility and audit traceability across every archive execution with verifiable job logs.
Archive Job Execution History
100% Verified Storage Audit
| Job ID | Object | Execution Date | Records Scanned | Successfully Archived | Failed | Status |
|---|---|---|---|---|---|---|
| JOB-84920 | Task | 2026-10-02 02:00 UTC | 142,500 | 142,500 | 0 | ✓ Completed |
| JOB-84919 | Event | 2026-10-01 02:00 UTC | 38,410 | 38,410 | 0 | ✓ Completed |
| JOB-84918 | EmailMessage | 2026-09-30 02:00 UTC | 89,200 | 89,200 | 0 | ✓ Completed |
5-STEP ARCHIVING WORKFLOW
From Active Storage to Secure Cloud Vault
A simple, automated lifecycle that gives your staffing firm complete control over storage costs and historical accessibility.
1
Select
Choose target objects (Tasks, Events, Emails) and date criteria to archive.
2
Archive
Execute batch jobs that offload records and files securely to AWS S3.
3
Verify
Automated audits verify data integrity before live storage is cleared.
4
Access
Users view full-fidelity archived records directly within Salesforce timelines.
5
Restore
Re-create any record and attached files back into live Salesforce with 1 click.
ARCHITECTURAL FOUNDATION
Built for Salesforce. Built Around Your Workflow.
Designed and built natively on the Salesforce Platform to ensure seamless deployment, enterprise security, and zero adoption friction.
1
LWC UI
Lightning Web Components
Modern, responsive LWC interfaces seamlessly integrated into Contact, Lead, Account, and Opportunity record layouts.
2
BATCH APEX
Apex & Batch Engine
Engineered to process millions of records asynchronously without violating Salesforce execution governor limits.
3
GOVERNANCE
Permission Sets & Security
Control who can archive, view, or restore records using native Salesforce Permission Sets and Sharing Rules.
4
FLS COMPLIANCE
Field-Level Security
Respects your existing Salesforce field-level security configurations and object permissions automatically.
5
MANAGED PKG
Standard SF Deployment
Installs directly into your Salesforce environment via managed package or standard release pipelines.
6
ZERO LOGINS
No Separate Logins
End users never have to remember separate credentials or navigate to outside third-party web portals.
STRATEGIC VALUE
More Storage. Complete History. No Disruption.
Deliver massive storage cost reduction while protecting the historical record that powers your business.
Reduce Storage Consumption
Offload gigabytes of aging activity records to cost-effective enterprise cloud storage.
Preserve Complete History
Keep valuable recruiter interaction logs, emails, and interview notes accessible forever.
Keep Users in Salesforce
Users view live and archived timelines in one place without switching to external portals.
Mitigate Compliance Risks
Retain immutable, audit-ready communication histories to satisfy MSA and regulatory rules.
1-Click On-Demand Restore
Bring any Task or Event back into the live Salesforce database instantly if needed.
Complete Admin Visibility
Monitor jobs, verify storage integrity, and schedule automated retention policies easily.
TRUSTED ENTERPRISE PLATFORM
Trusted by High-Volume Salesforce Orgs
Staffing and recruitment firms rely on Praxiom's Salesforce-native products to optimize operations.
Centra Healthcare •
Bullitt Staffing •
Integris Group •
Pioneer Healthcare •
Allyon •
InGenesis •
Preferred Healthcare •
PharmaLogics
"Praxiom has completely transformed how our team operates. Having our recruitment, credentialing, and data tools built natively inside Salesforce eliminated the errors, delays, and friction we experienced with third-party software. Our teams work faster and with complete confidence."
80%
Storage Cost Reduction
Offload aging records while keeping timeline access
100%
Context Retention
Zero notes or communication histories deleted
0
Placement Disruptions
Recruiters maintain complete access on record pages
FREQUENTLY ASKED QUESTIONS
Everything You Need to Know About Data Archiving
Answers to common questions regarding architecture, storage, and 1-click restore.
Archived data and attachments are stored in an enterprise AWS S3 bucket with AES-256 server-side encryption. The storage is dedicated to your organization, highly secure, and compliant with enterprise data protection standards.
Yes! That is the core advantage of Praxiom Data Archiving. Our native Lightning Web Component embeds directly on Contact, Lead, Account, and Opportunity pages, rendering live and archived records in a single chronological timeline. Users never need to switch systems.
If an archived Task or Event needs to be modified or brought back into live Salesforce, an authorized user simply clicks "Restore". The record and any related files are re-inserted into the live Salesforce database with all original custom field values and lookup relationships intact.
Praxiom Data Archiving supports high-volume activity objects including Tasks, Events, Emails (EmailMessage), Mass Email Sent Results, and Mass Email Recipients, along with their related files and attachments.
No. Archiving operations run asynchronously using Batch Apex, adhering strictly to Salesforce execution governor limits and processing records in optimized batches during off-peak hours.
Access is managed entirely through native Salesforce Permission Sets, Field-Level Security, and Sharing Rules. Administrators can grant read-only timeline visibility to recruiters while reserving archive and restore privileges for administrators.
Ready to Take Control of Your Salesforce Data?
Archive years of Salesforce activity without losing access to the history your business depends on.
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