About Ultra Premium Direct
Ultra Premium Direct is a French pet food company specializing in high-quality nutrition for dogs and cats.
As its Salesforce environment grew, so did the amount of operational and historical data stored in the platform. Over time, millions of records accumulated across more than ten objects such as Cases, Emails, and other business data.
Much of that information still had to be retained, but it no longer had to consume Salesforce storage or stay in the production org. Ultra Premium Direct needed a way to reduce the amount of historical data held in Salesforce without losing it, and without putting it out of reach of the teams that might need it later.
The challenge
Salesforce data was growing continuously. Years of activity had created millions of records across more than ten Salesforce objects, and keeping all of that history in the platform created two costs: storage, and org performance.
Deleting old records was not an acceptable answer. Historical information could still be valuable to users, and had to stay available when it was needed.
So the problem was not how to remove data from Salesforce. It was how to decide what could leave the production org while preserving the ability to read it later.
Archiving instead of deleting
Ultra Premium Direct started using bluefactory on November 22, 2023 to put a long-term Salesforce archiving strategy in place.
bluefactory Archive identifies historical records that no longer need to sit in the live org and moves them to dedicated archive storage. The volume Salesforce has to hold goes down, and the archived records are preserved outside the production org.
Over time UPD extended the approach across more than 10 Salesforce objects, including high-volume ones such as Email and Case. More than 27 million records have been archived with bluefactory to date.
Keeping archived data inside the Salesforce experience
Moving records out of Salesforce solves half the problem. Users still need historical information from time to time, and asking them to contact an administrator, open another application, or restore data every time they want an old record would add friction where there was none.
bluefactory's Salesforce AppExchange application brings the archive back into the Salesforce user interface. Authorized users read archived records from Salesforce itself, in read-only mode, without restoring anything into the production database. For users, the history is where they expect it. For the org, it stays archived.
“bluefactory has allowed us to significantly reduce the volume of historical data stored in Salesforce without losing access to it. We've now archived more than 27 million records across multiple objects, while our teams can still access the information they need directly from Salesforce. It gives us a simple and effective way to keep our org lean while retaining our historical data.”
27M+ records archived, and still accessible
Since adopting bluefactory, Ultra Premium Direct has archived more than 27 million records across more than ten Salesforce objects. Historical data no longer competes with active operational data for platform storage, and UPD can keep moving eligible records out of the org while the information stays preserved and readable by the people who need it.
A different approach to data lifecycle management
Traditional Salesforce cleanup offers a choice of two: keep historical records in the org and keep paying for the storage, or delete them and make them hard to recover.
Archiving is the third option. With bluefactory, Ultra Premium Direct separates where data is stored from where users read it. Historical records leave the production org and stay part of the Salesforce experience. That makes archiving more than a one-time storage cleanup: it becomes an ongoing data lifecycle strategy.
Active data stays in Salesforce. Historical data moves to bluefactory. Users read both when they need them.
The results
Lower Salesforce storage pressure
More than 27 million historical records no longer occupy production Salesforce storage.
A leaner production org
Archiving reduces the amount of historical data Salesforce has to manage alongside active business records, which supports UPD's objective of holding org performance as data volumes grow.
Historical data remains available
Archived information is preserved rather than deleted.
No separate archive workflow
Through the bluefactory AppExchange application, authorized users read archived information from Salesforce, without moving between systems.
A scalable archiving strategy
What started as an answer to growing data volumes now covers more than ten Salesforce objects, and gives UPD a repeatable approach to managing historical Salesforce data.