Understanding IERs

IERs are designed to provide sales and customer service teams with a snapshot of a customer’s recent email interactions, including opens, clicks, and other engagement metrics. However, this data is not stable and should not be relied upon for long-term customer analysis or reporting.

The root cause of excessive IER data storage is often the lack of a clear data retention strategy, leading to an accumulation of unnecessary data in Sales/Service Cloud.

Limiting IER Data Storage

To minimize IER data storage, teams can implement data retention strategies, such as regularly cleaning up unused data or archiving older interactions. This approach ensures that only relevant and recent data is stored in Sales/Service Cloud.

Best Practices

Data Retention Script

/* Example data retention script */
var maxAge = 90; // days
var query = "SELECT Id, CreatedDate FROM IndividualEmailResult WHERE CreatedDate <= :dateLastYear";
var results = querySelect(query, { dateLastYear: Date.now() - maxAge * 24 * 60 * 60 * 1000 });
for (var i = 0; i < results.length; i++) {
    deleteIndividualEmailResult(results[i].Id);
}

Heads up: Regularly review and update your data retention strategy to ensure it aligns with your organization’s evolving needs.

Checklist

• Define a clear data retention strategy
• Regularly clean up unused data
• Archive older interactions
• Monitor data storage usage
• Adjust data retention strategy as needed

Frequently Asked Questions

What is the purpose of Individual Email Results?

IERs provide sales and customer service teams with a snapshot of a customer’s recent email interactions.

Can IER data be used for long-term analytics or reporting?

No, IER data is not stable and should not be relied upon for long-term customer analysis or reporting.

How can I limit IER data storage?

Implement data retention strategies, such as regularly cleaning up unused data or archiving older interactions.

What are the benefits of implementing a data retention strategy?

Reduced storage usage, improved data quality, and enhanced compliance with data regulations.