QuestionQ8

Integration and Data Management

The Advancement office intends to use Salesforce and Marketing Cloud to engage its alumni, donors, and university supporters. The marketing staff and advancement officers want to retain all contact data and email activity, including Individual Email Result (IER) data. The system admins and CRM team want to avoid unnecessary data storage.

Which data-management strategy should the consultant consider?

  • A Create a Query Plan for old data.
  • B Use Data Studio to process old data.
  • C Implement an archiving strategy for old data.
Explanation

An archiving strategy retains historical contact and Individual Email Result data for later access while moving old records out of active Salesforce storage, reducing operational storage consumption. Marketing Cloud Connect tracking-data cleanup permanently deletes selected tracking data, so it would not meet a requirement to retain that history.

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