The three questions that should be considered when designing an appropriate archiving strategy are:

If reporting is necessary, can the information be aggregated into fewer, summary records? Will the

data being archived need to be reported on or accessed in any way in the future? Are there any

regulatory restrictions that will influence the archiving and purging plans? These questions are

important because they help determine the scope, frequency, and method of archiving and purging

data from Salesforce. For example, if reporting is necessary, then summary records or analytics

snapshots can be used to store aggregated data and reduce the number of records that need to be

archived1. If the data being archived needs to be accessed in the future, then offsite storage or

external objects can be used to retain the data and make it available on demand2. If there are any

regulatory restrictions, such as GDPR or HIPAA, then the archiving and purging plans need to comply

with them and ensure data security and privacy