If you use the API to insert activities that meet the criteria listed below, the activities will be archived during the next run of the archival background process. Older Events and Tasks are archived according to the criteria listed below. In the Salesforce user interface, users can view archived activities in several locations.
What happens to the activities archived in Salesforce?
The activities archived will no longer show in the Salesforce report and standard API call. If you are using Einstein Analytics dataflow, archived records will not be retrieved from the sfdcDigest node, feel free to vote this idea.
What are the best practices for data archiving in Salesforce?
Salesforce Data Archiving: Best Practices 1 Growing data volume can result in poor application performance. 2 Archiving allows your business to have more control over your data. 3 Archiving manages risk & compliance. 4 Archiving reduces storage costs.
How do I update archived records in Salesforce?
You can update or delete archived records, though you cannot update the isArchived field. If you use the API to insert activities that meet the criteria listed below, the activities will be archived during the next run of the archival background process. The activities archived will no longer show in the Salesforce report and standard API call.
What is the difference between isclosed and activitydate in Salesforce?
Tasks with an IsClosed value of true and an ActivityDate value greater than or equal to 365 days old Tasks with an IsClosed value of true, a blank ActivityDate field, and created date is greater than or equal to 365 days ago
Can you use queryAll to search for archived records?
Can you update an archived record?
About this website
Can you report on archived activities in Salesforce?
After the feature is enabled, you can create reports containing archived activity Ids dating back to the number of days the feature was requested. To create the report: a) Click on the reports tab. b) Then click on create new custom report.
How does archiving work in Salesforce?
Archiving lets you continue to store files in Salesforce without them being in a library or exposed in search results. Deleting files moves them to the Recycle Bin, where files remain for 15 days before being permanently, automatically deleted. Within 15 days of deleting a file, you can restore it from the Recycle Bin.
How long do activities stay in Salesforce?
Activities Get Archived Consider yourself warned. This can be extended to up to 10 years by logging a case. Salesforce will consider extensions beyond the 10-year maximum in very limited cases that have a compelling business reason.
How do I increase archive days in Salesforce?
Change the Archive Days limit by Creating a Support Case and selecting 'Feature activation and limits' as your topic. Please provide the following information in the description: Are you the system administrator authorized on behalf of this organization to request this limit increase?
Does Salesforce archive data?
An archive includes historical, rarely-used Salesforce data located out of production. Upon archiving, the information moves to long-term retention for future use. Archiving is about selecting subsets of data from production environments to move to external, long-term storage.
How do I set up data retention in Salesforce?
Manage Data Retention PolicyClick the data extension.Click Edit in the Data Retention section.To enable the retention settings, click On next to Retention Setting. ... To allow the application to delete a specific data extension for a time period, choose Individual Records in the Delete section.More items...
Does Salesforce auto archive tasks?
Salesforce doesn't archive recurring tasks or events in a series. Salesforce doesn't delete archived activities, but you can manually delete them.
What is activity history in Salesforce?
Salesforce.com (SFDC) activity history is a list of associated tasks or the history of activities that have been carried out on an object.
How do I query archived activities in Salesforce?
You can use queryAll() to query on all TASK and EVENT records, archived or not. You can also filter on the isArchived field to find only the archived objects.
How do you unarchive on leap?
Restore an Archived MatterOpen the archived matter.Click. on the top-right corner and select Archive Management. The Archive Management window will open.In the Archive Details section, click Unarchive. Once a matter has been restored, it will appear on the Matter List as a current matter.
How to query archived Tasks using Bulk Api - Salesforce Stack Exchange
I'm trying to retrieve all Tasks in our Salesforce instance, including those that were archived more than 12 months ago. Since we have over 3 million records, I decided to try the bulk api. It se...
Difference between Activities and Tasks - Salesforce Developer Community
Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities".
Work with Archived Activities - Help
Learn About Lightning Sync for Microsoft® Exchange Features; Fix Sync Issues for Lightning Sync Users; Prepare Your Microsoft Exchange Server for Lightning Sync
Archived Activities | SOAP API Developer Guide - Salesforce
Older Events and Tasks are archived according to the criteria listed below. In the Salesforce user interface, users can view archived activities in several locations. Click View All in the Activity History related list to open the Activity History tab. In the Activity History tab, you can sort entries and open, edit, or delete activities.
Why do we need to archive Salesforce?
The most obvious requirement to archive Salesforce data is to reduce storage overheads. Salesforce doesn't include a comprehensive archiving mechanism, instead industry experts recommend incorporating a third-party archiving application or delete aging data as needed. Many companies eventually run into Salesforce data storage limitations and face the need to either delete or archive data to free up space. Purchasing additional storage can cost $125 per month for 500 MB per year. For most organizations, this option isn’t economical, especially if email and other Salesforce group collaboration applications are used. However, the need to archive Salesforce data goes way beyond addressing inherent storage limitations.
What is Salesforce Archive 360?
The Archive360 Salesforce Archiving solution is a comprehensive Azure Cloud-based information management and archiving solution designed specifically for the Salesforce platform. With it, companies can rest assured their organization can meet all regulatory data retention regulatory requirements, including but not limited to SEC Rule 17, FINRA, MiFID II, FDA 21, CFTC, IIROC, FERC, FAR 4.7.
What is Salesforce CRM?
The Salesforce platform is a leading customer relationship management (CRM) application and cloud computing platform with functionality targeted at sales, marketing, and customer services professionals. Salesforce offers a wide variety of CRM categories and systems to meet various customer needs, including CRM clouds for Sales, Marketing, Services, Commerce, Analytics, Integration, and Community.
Wednesday, March 27, 2013
One day, a user comes to me, "Why I do not see some of my activities in the report, although they are visible in the page layout related list from an object"?
Salesforce: Activities Archived
One day, a user comes to me, "Why I do not see some of my activities in the report, although they are visible in the page layout related list from an object"?
Does Salesforce have storage?
Though Salesforce offers storage space, it is limited by edition. You can even view your total storage in Salesforce divided by data and file storage.
Does Salesforce have data backup?
Though Salesforce offers some data backup & archiving, it is not necessary that it will archive the data your organization needs. The type of data that is important might differ from business to business. It is important to find a tool which can successfully archive the data you want. The tool or application must be user-friendly, cost-effective, agile, and efficient. Your selected app must target the kind of data to be archived, the ability to retain data as long as you want, the ability to access the archived data without any hassle, an option to restore whenever required, and must offer you seamless user experience.
Can you use queryAll to search for archived records?
You can use queryAll () to query on all Task and Event records, archived or not. You can also filter on the isArchived field to find only the archived objects. You cannot use query () as it automatically filters out all records where isArchived is set to true. You can update or delete archived records, though you cannot update ...
Can you update an archived record?
You can update or delete archived records, though you cannot update the isArchived field. If you use the API to insert activities that meet the criteria listed below, the activities will be archived during the next run of the archival background process.