Lesson: 07 | Storage Usage

Notes

Notes

Effective storage management in Salesforce ensures smooth operations and scalability for your organization. Salesforce divides storage into three primary categories: Data Storage, File Storage, and Big Object Storage. Here’s what you need to know:

1. Types of Storage

Data Storage: Used for records such as Accounts, Contacts, Leads, and custom object data. This is critical for day-to-day operations.
File Storage: Stores files, attachments, and documents uploaded by users or through integrations.
Big Object Storage: Designed for large volumes of data, such as historical records or logs, ideal for archiving and analytics.

2. Understanding Storage Limits

Each Salesforce edition has specific storage limits. Administrators can monitor storage usage to ensure optimal performance. If you exceed limits, consider optimizing your data or purchasing additional storage.

3. Storage Usage Analysis

Regularly reviewing storage usage helps identify large contributors and areas for cleanup. For instance, old records, unused files, or inactive logs can take up significant space unnecessarily.

4. Tips to Optimize Storage

Delete Unnecessary Data: Archive or remove old records and logs no longer in use.
Compress Files: Upload compressed versions of large files where possible.
Leverage Big Object Storage: For large datasets that don’t require frequent access, use Big Object Storage to free up Data Storage.
Use External Storage: Integrate Salesforce with external file storage systems like Google Drive or SharePoint.

5. How to Purchase Additional Storage

If your organization consistently reaches its storage limits, you can purchase additional storage through the Your Account app in Salesforce.

Efficient storage management not only keeps your Salesforce instance running smoothly but also ensures your team has access to the resources they need without interruptions. Regular monitoring and proactive cleanup are key to maintaining optimal storage usage.

Prev You need to login to have access to the quizzes.

Mastered by 29 users.

Administrator Course

A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (7 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (10 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

O. Miscellaneous (1 lessons)

You need to complete all the quizzes before certification.

Go to top

Login to your account