A nonprofit wants to implement an external email platform that integrates with Salesforce.

When integrating an external email platform with Salesforce, it's important to consider storage implications and retention policies. Here are the steps to take into account these considerations:

Evaluate Storage Requirements:

Campaign Member records are used to track email interactions within Salesforce. These records typically consume less storage compared to creating a custom object for the same purpose.

Custom objects can lead to higher storage usage, especially if tracking detailed interaction data.

Retention Policies:

Understand the email platform's data retention policies. Some platforms allow you to specify how long subscriber activity data (such as opens, clicks, and unsubscribes) should be retained.

Configure the retention settings to align with your organization's data retention policies and compliance requirements.

Integration Setup:

Set up the integration to ensure that Campaign Members are created or updated with each email interaction.

Use the external email platform's API to push data into Salesforce, ensuring that Campaign Members are updated in real-time or through scheduled syncs.

Monitor and Optimize:

Regularly monitor storage usage in Salesforce and optimize data retention settings to balance between having sufficient historical data and managing storage costs.