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Last Updated Date Oct 12, 2023 |

Cloud Customer 360 deployments require storage space in the customer’s Salesforce.com org. The storage space requirement is correlated to the number of records in certain object types that are to be mastered by Cloud Customer 360.

 

This accelerator presents an approach, including an Excel-based estimating model, for Cloud Customer 360 consulting teams to provide quick, yet accurate, estimates of storage requirements at an early stage in the project life cycle. The spreadsheet tool below contains instructions for the mechanics of how to fine-tune and use the Excel model. This document provides an overview description of the model, along with the management practices for maximizing and sustaining the benefits and effectiveness of the tool

 

C360 Storage Calculator

C360 Storage Calculator

General Considerations

The Excel tool is based on 2021 Salesforce.com license and storage rules. The worksheet is totally flexible and can be adapted for changes or for specific customer license arrangements.

How it Works

There are four basic inputs required for the model to produce an estimate:

 

  • Number of records in each Salesforce.com object type. The yellow cells in column ‘C’ allow the number of records for each object type to be mastered to be entered. The number of records entered will drive the calculation of the number of beans and master beans required and therefore the calculation of the overall storage required for the Cloud Customer 360 installation. The other object counts should also be included in the yellow cells to complete the total storage requirement.
  • Number of ‘normal’ Salesforce user licenses. Cell I7 should be populated with the number of Salesforce.com user licenses that carry storage credit (typically Business, Professional, Enterprise, Unlimited edition licenses).
  • Storage included with each ‘normal’ Salesforce user license. The amount of storage (in MB) should be included here, typically this is 20MB.
  • Additional storage space purchased. Salesforce allows customers to purchase additional database storage, in blocks of 50MB or 500MB, cells I10 and I11.
  • Base storage. Starting in late March 2019, Salesforce increased base storage from 1GB to 10GB. Contact Manager, Group, Essentials, Professional, Enterprise, Performance, and Unlimited Editions are allocated 10 GB for data storage, plus incrementally added user storage. For example, a Professional Edition org with 10 users receives 10 GB of data storage, plus 200 MB, for 10.2 GB of total data storage.

Getting Started

Step 1: Collect the information required from the Salesforce Administrator or Salesforce Account Executive.

Step 2: Adjust the record count parameters, the number of user licenses, confirm the storage included is 20MB or adjust, and include the additional storage purchased.

Step 3: Review the total storage requirements, a negative number means a shortfall, a positive number means there is sufficient capacity available.

Table of Contents

Success

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