Optimized Storage: an unmanaged package

The Optimized Storage unmanaged package removes redundant Buyer Discovery session-activity objects reducing the memory footprint of the Buyer Discovery for Salesforce app.  

The package works by: scanning all of the Buyer Discovery session-activity objects and by deleting redundant data. The session-activity object is a custom object which is created and only used by the Buyer Discovery for Salesforce app. No other objects are touched with this package.

To use it, install it into your Salesforce Org and run it overnight. We recommend deinstalling it 24 hours later, as it only needs to run once.

If desired, the code for the apex job can be examined within the components of the package prior to running.

Prerequisites:

1. Buyer Discovery for Salesforce V1.5 or V1.6 installed in your Org 

2. Admin rights to load and run an unmanaged package

Steps to Install:

1. Append the below unmanaged package link to the Salesforce instance you want to load the unmanaged package on: 

/packaging/installPackage.apexp?p0=04t3I0000005Zux

For instance ina sandbox:

https://gartnerdigitalmarket.sandbox.lightning.force.com/packaging/installPackage.apexp?p0=04t3I0000005Zux

Or for instance in your org:

https://gartnerdigitalmarket.my.salesforce.com/packaging/installPackage.apexp?p0=04t3I0000005Zux

2. Log into your Salesforce instance:

3. Choose to install for Admins only or all users, and click Install, when the install is finished click on Done.

4. Go to the “Installed Packages” screen. Confirm you are running either Buyer Discovery for Salesforce V1.5 or V1.6. 

Click on “Optimize BD Storage”.

5. Click on “View Components”

6. Click on “Optimize”, the VisualForce Page package component.

7. Click on “Preview”, the Visualforce Page package component.

8. Click on “Delete”, this starts the Optimize BD Storage chron job. After clicking once, you can leave this page.

   1.  The job will run at 1 AM in your local Org Time every twenty four hours until de-installed. 

   2. The job only needs to be run once to delete all redundant session-activity objects.

9. After 24 hours, you can delete the chron job and deinstall this package. 

Verify the Scheduled Job was scheduled

In the Setup tab, go to the Scheduled Jobs Screen. Verify that the “Delete Duplicate Session” job was scheduled. If not, trace the prior steps or reach out for assistance.

After 24 hours, confirm the Scheduled Job ran

Go to the “Apex Jobs” Screen and validate the OptimizeActivityStorage was completed.

Once complete, Uninstall with these steps 

1. Go to the Scheduled Jobs Screen. Click on “Del” to stop the Delete Duplicate Session job.

2. Go to the “Installed Packages” screen, click on “Uninstall” for the Optimize BD Storage package.

3. Select “Do not save…” . Check “Yes”, and then “Uninstall”.