Automating Salesforce Data Cleanup with PurgePRO —Efficient, Scalable & Configurable

PurgePRO is a Salesforce-native bulk data deletion and data governance application that Melonleaf designed and developed, enabling organizations to effectively eliminate undesired records and leverage large volumes of data effectively.
Customer
Salesforce Native
Country / Region
Global
Industry
All
PurgePRO - Banner Case Study

Highlights

Bulk Salesforce data deletion
Smart Filter Configuration
Configurable Retention Logic
CSV Export Before Purge
Market Requirements Identified

Effective Salesforce Data Cleaning

The challenge of Salesforce data bloat is experienced in organizations with huge volume records, which build up with time. This necessitated a powerful internal app or solution that would allow targeting and killing redundant data in a safe and efficient manner.

Conditional purging and Flexible Filtering

Admins also required a simple method to identify which records ought to be cleared when making use of conditional logic and filters without developing complicated code.

Coordinated and Controlled Data Destruction

The deletion processes needed to be monitored and managed and could be audited by optionally backing up the deletions.

Challenges

Data Bloating Issues

The Salesforce orgs had increased storage capacity that slowed down the speed of reports and wasted costly Salesforce storage capacities.

Inefficiency in Manual Cleanup

The admins had to find, filter, and delete records manually, which took a lot of time and caused the risk of mistakes.

Compliance & Retention Risks

In the absence of organized purging logic and governance controls, data retention gaps would put orgs at risk of compliance problems.

Lack of Scalable Tooling

There were no suggested org tools that could provide a delete framework that is scalable and reusable and can be configured to work with standard and custom objects.

After Challenge - PurgePRO Case Study
After Challenge - PurgePRO Case Study
Solutions

Bulk Deletion Framework Development

An efficient purge engine was created that operates on user-defined criteria and can easily perform a mass record deletion amongst a variety of objects.

Smart Filtration Mechanism Adoption

A user-friendly filtering interface was set up to empower conditional logic (operators, values, and conditions) to identify unwanted records safely and reliably before being deleted.

Role-based Access Configuration

Role-based control and user permissions were configured in such a way that authorized admins are only allowed to run purge jobs and set up data cleanup.

Enabled Export & Audit Prep

Record export functionality was also adopted, such that records that had the same filter criteria could be downloaded as a CSV file before being executed to consider rollback or audit.

Seeking a partner to develop a robust Salesforce native AppExchange product, such as PurgePRO? Get Melonleaf to conceptualize, develop, and launch your product.
Technical Architecture
Key Features
Technical Stack
COMPANY

PurgePRO is an effective Salesforce application, which simplifies bulk deletion and cleanup of data with customizable filtering options, customizable rules, and secure operations for both standard and custom Salesforce objects. Its open-ended filtering platform, coupled with a friendly workflow, optimizes the Salesforce data management among enterprises worldwide.

PurgePRO was created as a lightweight but strong bulk deletion engine that provides Salesforce administrators with greater control over data management without losing safety or performance.

Conclusion

PurgePRO improves the performance of orgs through automation of cleanup activities, controlled purging logic, and compliance preparedness in various industries. This utility product is a depiction of Melonleaf’s intentions to develop intelligent and scalable Salesforce applications that can enable both administrators and developers.

Benefits
  • Minimize storage through elimination of redundant data.
  • With cleaner datasets, there is rapid reporting and automation.
  • Admins are able to use business-specific conditions and not by code.
  • Protective deletion with export and governance controls.

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