Data Security

Archiving Agent
‍for Salesforce

Unlock your historical data and prepare for Agentforce

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Overview Capabilities The Odaseva Difference FAQs

Why Archiving Agent for Salesforce?

93%

of organizations believe that scaling AI agents in the next year will be a key source of competitive advantage.

Source: Capgemini

Overview

As Salesforce data grows, data volumes quickly become unmanageable — slowing performance, increasing storage costs, and risking compliance. To solve this, many organizations implement archiving strategies.

Archived data is often treated as “cold,” making it inaccessible to AI models, analytics tools, or business users. As a result, organizations miss out on critical historical context that could enhance intelligence, automation, and decision-making.

Odaseva Archiving Agent transforms archived data into an accessible, actionable, and AI-ready asset. This plug-and-play solution empowers users and AI agents to tap into historical records for smarter reasoning, confident decision-making, and meaningful action.

Stalling on archiving projects because of data access concerns?

Fear of losing quick access to important data stalls archiving projects, resulting in bloated, costly, and non-compliant Salesforce environments.

Struggling to quickly locate historical Salesforce data?

Users waste time manually searching for past records, support cases, and customer history across different systems - or even within Salesforce.

Missing the ‘bigger picture’ with your AI initiatives?

Many AI agents focus on short-term, real-time data and recent interactions, which limits their ability to make strategic, multi-step decisions.

Worried about the investment required for a custom AI agent?

Building a powerful archiving agent demands significant time and investment for setup, configuration, and testing.

Capabilities

How Odaseva Powers Intelligent Data Archiving

View Archived Record Details

Search Related Archived Items

Enhanced Chat-Based UI

Summarize Archived Records

View Archived Record Details

Display full details of any archived record directly in the chat interface.

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Search Related Archived Items

Identify and retrieve related archived records, files, and attachments (e.g., contacts linked to accounts, cases tied to opportunities).

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Enhanced Chat-Based UI

Present results in an enriched chat window with interactive elements like expandable sections, clickable links, and object previews.

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Summarize Archived Records

Automatically generate concise summaries of individual or grouped archived records.

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The Odaseva Difference

Unlock the Full Power of Your Data with Archiving Agent for Salesforce

Archived data becomes as accessible as production data

Odaseva Archiving Agent makes it more acceptable for everyone to archive unused or infrequently-used data, enabling a more cost-effective, performant, and user-friendly Salesforce Org.

The whole story, in one prompt

By summarizing records and providing instant historical context, your sales and support teams can better serve customers and attract new prospects.

Empower your other AI agents with historical data

Other Agentforce Agents can activate Odaseva Archiving Agent, enabling them to leverage historical data for improved reasoning, decision-making, and actions.

Out-of-the-box solution

Odaseva Archiving Agent is plug-and-play, so it’s ready to help you leverage your archived data right away.

More Ways to Strengthen Your Salesforce Data

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FAQs

What is Odaseva Data Archiving for Salesforce?

Odaseva Data Archiving moves older or infrequently accessed Salesforce data into optimized, secure storage — boosting Salesforce performance while ensuring data remains accessible and compliant.

Does archived Salesforce data remain accessible to users with Odaseva?

Yes. Salesforce data archived through Odaseva stays fully accessible based on user permissions, maintaining usability while optimizing active Salesforce storage.

How does Odaseva Data Archiving improve Salesforce performance?

By archiving targeted Salesforce data, Odaseva Data Archiving reduces active data volume, leading to faster Salesforce performance, a better user experience, and reduced storage costs.

Is Salesforce archived data secure and compliant with Odaseva?

Yes. Odaseva Data Archiving encrypts archived Salesforce data at rest with granular encryption, and supports customer-managed encryption keys.

What are data archiving best practices for Salesforce?

Adopting best practices for archiving your Salesforce data is key, as archiving means deleting data from your production Org and pushing it outside. Salesforce data archiving best practices include:

Clear Policies: Define a clear and actionable Salesforce data archiving strategy driven by retention requirements, org performance, and storage costs
Scoping: Target records by querying object conditions such as looking at Last Modified dates or Statuses
Data Retention: Define your data archiving retention strategy (business and compliance driven)
Observability: Keep track of the archived records in Odaseva Analytics
Data Accessibility: Decide what archived data can be viewed and by whom
Data Security: Make sure your data remains encrypted whether it is in transit, in processing, or at rest in a stored archive
Data Lifecycle: Design your preferred process to search for the exact data you want to unarchive or delete