Salesforce File Archival Tool

Streamlining Operations with Integrated Customer and Accounting Data

A New Zealand-based business specializing in creating smarter, healthier, and more energy-efficient interior environments sought to streamline its operations and enhance its offerings to the construction sector locally and internationally. The company provides innovative product solutions, including leading insulation products and a smart energy solutions platform designed to help homeowners optimize energy usage. To integrate its customer and accounting data effectively, the organization adopted MYOB for accounting and inventory management.
Case Study

Challenges

A growing volume of files stored in a Salesforce org led to rising storage costs. These files, critical to daily operations, were consuming significant storage space, resulting in high fees associated with Salesforce’s storage limits. The organization required a cost-effective solution to archive these files while ensuring secure access and the ability to restore them when necessary.

Key Requirements:

  • Cost-effective storage solution to minimize reliance on Salesforce storage.
  • Secure file archiving and retrieval process.
  • Seamless integration with Salesforce.
  • Convenient access to archived files with on-demand restoration capability.
Case Study

Solution

Tranzevo implemented an AWS-powered Salesforce File Archival Tool to archive Salesforce files to Google Drive based on configurable criteria. This solution significantly reduced storage costs while maintaining seamless access to archived files. The AWS architecture ensured high availability, security, and scalability, providing an efficient and user-friendly experience.

  • EC2 Instances hosted the backend application for handling file archival, ensuring scalability and availability.
  • Elastic Beanstalk facilitated streamlined deployment and automatic scaling.
  • Route 53 managed DNS routing and provided SSL certificates for secure user interactions.

  • Google Drive Integration automated the archival of Salesforce files based on user-defined criteria, while keeping files accessible within Salesforce and providing easy restoration options.
  • S3 Buckets stored logs, backups, and metadata with lifecycle policies for cost-effective management.

  • IAM Roles and Policies enforced strict access controls to secure the tool and Google Drive integration.
  • SSL Certificates ensured encrypted data transmission.
  • CloudTrail tracked AWS API activity for auditing and compliance.

  • CloudWatch monitored performance, set up alarms, and tracked resource usage to ensure smooth operations.
  • Auto-healing enabled EC2 instances to restart automatically during failures.
  • Regular updates applied security patches to maintain backend service integrity, while daily snapshots ensured data recovery in case of issues.

This solution delivered a reliable, secure, and cost-efficient approach to Salesforce file storage and management.

Case Study

Results

The solution integrates Salesforce with AWS to archive files to Google Drive, providing a cost-effective and secure way to manage large volumes of data. By using AWS’s elastic infrastructure, the system adapts to growth without additional cost burdens.

The migration of files from Salesforce to Google Drive led to a significant reduction in Salesforce storage costs. The solution's AWS infrastructure, with auto-scaling and elastic services, enables seamless growth to accommodate increasing data volumes, ensuring continued cost-effectiveness.

With strong security measures such as SSL encryption and IAM policies, file integrity and safety were maintained throughout the archival and retrieval processes. Additionally, the ability to easily archive and restore files directly from Salesforce streamlined operations, enhancing team productivity and reducing time spent on manual processes.

Employees enjoy seamless access to archived files within Salesforce, resulting in an improved user experience and uninterrupted workflow. The cost-effective, scalable, and secure solution supports long-term success and operational efficiency, enabling business growth while managing increasing data volumes.

The solution enhances business efficiency by reducing storage costs and providing seamless access to archived files, allowing teams to focus on core tasks. Additionally, the scalable infrastructure ensures long-term growth without incurring additional operational costs.

 
 
Case Study

Technology Stack