A casino is implementing salesforce and is planning to build a customer 360 view for a customer who visits its resorts. The casino currently maintained the following systems that records customer activity:
1. Point of sales system: All purchases for a customer.
2. Salesforce: All customer service activity and sales activity for a customer.
3. Mobile app: All bookings, preferences and browser activity for a customer.
4. Marketing: All email, SMS and social campaigns for a customer.
Customer service agents using salesforce would like to view the activities from all system to provide supports to customers. The information has to be current and real time.
What strategy should the data architect implement to satisfy this requirement?
Identifying a location to store archived data and using scheduled batch jobs to migrate and purge the aged data on a nightly basis can be a way to meet the requirements for an archive solution. The article provides a use case of how to use Heroku Connect, Postgres, and Salesforce Connect to archive old data, free up space in the org, and still retain the option to unarchive the data if needed. The article also explains how this solution can improve Salesforce performance and meet data retention policies.
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