If you are leaving Vonage and no longer need to use Advanced Reporting and Statistics, you should consider whether to keep your agent and call summary data or delete it from Salesforce.
Historic data
Scheduled jobs in the Advanced Reporting and Statistics in Salesforce package make API requests to Vonage APIs every 15 minutes. The jobs fetch interaction and agent statistics and save the data in summary records in Salesforce. The jobs also delete summary records whose created date is older than the configured retention period. For information about the statistics retention period, see the Global Settings and Mappings section in Configuring Advanced Reporting and Statistics.
To find out how much data storage your Vonage Call and Vonage Agent Summary records use, go to System Overview in Salesforce Setup. Click the DATA STORAGE number to see the amount of storage broken down by record type. You can also see the number of records there are of each record type and the percentage of the total storage used by those types. Call summary records typically consume far more than agent summary records because there are usually many calls each day for each agent.
Knowing the amount of data you have will help you choose what to do with your agent and call summary records. Choose from one of the following options:
- Keep the summary records in Salesforce as they are. This approach requires you to keep the Advanced Reporting and Statistics package installed. If you keep the package installed, you must delete the scheduled jobs within it. For information about how to do this, see the Deactivating the package section later in this page.
- Export data outside of your Salesforce org. Exporting the data means you can uninstall the package without losing your data. For information about uninstalling the package, see the Uninstalling the package section later in this page.
- Move data to other objects in Salesforce. Migrating data to other objects means you can uninstall the package as the objects in the package are no longer required. For information about uninstalling the package, see the Uninstalling the package section later in this page.
- Uninstall the package without exporting or migrating the data first. If you no longer require the data, you do not need to export or migrate it. For information about uninstalling the package, see the Uninstalling the package section later in this page.
Deactivating the package
If you choose to keep your call and agent summary records in Salesforce as they are, you must keep the Advanced Reporting and Statistics package installed. You must, however, deactivate the package by deleting the scheduled jobs. Otherwise the jobs will continue to run every 15 minutes. Removing these jobs prevents them from deleting existing call and agent summary records (the jobs delete the summary records whose created date is older than the configured retention period). Removing the jobs will also avoid error logs being created when the package can no longer fetch data from your closed account.
To deactivate the jobs, perform the following steps:
- Go to Scheduled Jobs in Salesforce Setup.
- Delete the jobs named ScheduledWatchdog, ScheduledWatchdog 0, ScheduledWatchdog 15, ScheduledWatchdog 45. These jobs were created when you installed or upgraded the package.
When you have deleted the jobs, check that you do not see any new transaction logs.
Uninstalling the package
Uninstalling the package will delete the jobs as described in the Deactivating the package section earlier in this page. However, uninstalling the package will also delete your data. If you want to uninstall the package, but still keep the data, make sure you've already exported or migrated the data. You can export the data outside of Salesforce or migrate it into Salesforce objects that aren't in the package. Salesforce and partners provide options for exporting and migrating data. For information about exporting and migrating data, refer to Salesforce documentation.
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Custom components If you have created any custom objects or components — such as page layouts, permission sets, custom fields, and flows — that depend on the package, Salesforce will not uninstall the package. You must manually remove the custom objects and components or remove the references to the package before uninstalling. Deleted data When you uninstall the package, Salesforce will ask if you want to save and export a copy of the package’s data first. This data comprises Vonage Call Summary, Vonage Agent Summary, and Transaction Log records. When you confirm you want to uninstall, data associated with the package is or isn't exported depending on your choice. The data is then deleted permanently from Salesforce. Deleting the data typically frees up a lot of space in your Salesforce org. When data has been deleted, it cannot be restored. If you are leaving Vonage, there is no way to get the data back for historic analysis or reporting because your data will be deleted from Vonage systems too. |
For information about uninstalling a managed package, including additional things to consider when uninstalling, see Uninstall a Managed Package (Salesforce help).