Any #CampaignMonitor users out there? We use Campaign Monitor for email automation and the activity (eg bounces, clicks, opens; "Email Tracking History" is what they call their object) has overwhelmed our data storage.
Their integration only allows throttling by # of days or by activity type, but we're at under 6 months (which is the threshold we want to keep native) and it's really just sends & opens that are eating everything up, everything else is negligible (and we're not turning off tracking sends, preferably not opens).
I did notice in digging around that over 25% of the data is for email addresses that aren't linked to a contact or lead in our Salesforce org (we do have other data sources for CM than just Salesforce). This felt like an easy place to save a lot of storage for me - the records are pure clutter and totally unnecessary to have in SF, as any insight we need into those folks we can do directly in Campaign Monitor.
I reached out to the folks at Beaufort12 to see if it's possible to stop pulling the activity for those folks into Salesforce - and apparently I'm the first person who has ever suggested this to them, so the ticket only has "1 vote" and is nowhere on their roadmap. Still need to try to see if my Campaign Monitor rep has any sway, but not sure he will given that the integration is totally outsourced to Beaufort12.
Anyone else had this issue and had a better way to resolve? Anyone willing to reach out to their CM/support team and try to upvote the request? They don't seem to have externally facing links for "Ideas" or else I'd share one. We debated doing a batch job to delete the unnecessary email activity, but they replace it nightly, so we'd have to run a nightly job to do this. :l
Any help is much appreciated! @Nonprofit Hub @Data Quality & Management @Salesforce.org System Administrators
Sorry for late response - @Duncan McGovern the folks in CM but not SF are either data quality issues (eg emails with no names from legacy imports/lists) or email lists for departments who don't have SF access yet. (We're implementing Salesforce internally department by department, but needed to fully adopt Campaign Monitor in order to stop paying for our old email platform.)
Once we're up to 100% Salesforce adoption internally, this gap will narrow, but regardless, there's no need to purchase additional data storage sooner rather than later for tracking activity for those subscribers in SF.
In case this helps anyone else, we ended up adjusting the days we store from 180 to 120, and then I deleted the remaining 100k unnecessary activity records from the Dev Console. Despite being told the explicit contrary by Beaufort12, the records have NOT been reimported hourly upon sync, so we've gotten away with this as a once-and-done cleanup activity rather than having to schedule that Apex job regularly. Are still going to be increasing our storage with Salesforce to allow us to keep the data rather than turning off the sync entirely, but at least this saves us some $ in how much we need to buy.
If anyone else hits this issue and is willing to reach out to Beaufort12 about prioritizing that as a feature of the their sync settings, please do. Glad to coordinate in pestering them for an update if it helps anyone else as well.
