Slaesforce FAQ

how to archive articles in salesforce community

by Mose Klein Published 2 years ago Updated 2 years ago
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Archives the master version of an article. The actions are defined by the field change you request on the resource. To archive the master version, use "publishStatus":"Archived".

Full Answer

How do I see Archived content in the library?

If you have the Archive Content or Manage Libraries privileges, you will see a list of all archived content in the library, regardless of author. If you do not have those privileges but have the Add Content privilege, you will only see archived content that you authored and archived.

How do I archive and restore my content?

On either the Libraries or Subscriptions tab, or on the Content Details page, go to the Recycle Bin. Select the checkbox for the content file you want to restore, and click Undelete. Authors can always archive and restore their own content. Authors do not require the Archive Content library permission option.

What is Archive Delete content checked in your library permission?

Delete Content checked in your library permission definition 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.

Does archiving a chatter file delete the chatter post?

If a file is in Salesforce CRM Content and also posted in Chatter, archiving it doesn't remove the Chatter post. Deleting a Chatter file from the content details page deletes the file from Salesforce CRM Content and from Chatter. Was this information helpful? Let us know so we can improve!

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How do I archive an article in Salesforce?

Mass archive articles in the Salesforce Classic UILog in to Salesforce.Go to 'Article Management. 'Go to the 'Published Article' list view.Select the articles you would like to archive.Select Archive.

Can you archive records 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.

When can knowledge article could be archived?

Only Knowledge Managers can archive or expire a knowledge article. Expiring a knowledge article usually means that it is time-sensitive, such as a knowledge article on a product version that is no longer supported.

How do I unarchive an article in Salesforce?

Steps for Lightning:Go to the Knowledge Tab.Choose the listview for Archived.Select the articles you want to restore by ticking the box beside it.Click on the Restore button at the top right.Confirm that you want to restore.Change the listview to Draft.More items...

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...

How do I view archived records in Salesforce?

View archived activities in these locations in Salesforce Classic:In the Activity History related list or by clicking View All.In the printable view of the record in the Name or Related To field.Using the URL for the activity, if you know it.

How do I archive an article?

Open the web page that you want to save in your browser. Click on Save Page to Wayback Machine in the bookmarks toolbar. Wait while the page is being crawled. Once the archiving process is complete, the URL of the archived page appears.

How do I delete an article from Zendesk?

Permanently deleting a knowledge base articleIn Guide, click the Manage articles ( ) icon in the sidebar. The Lists tab opens by default.Click Archived articles. ... Find and select an archived article from your list. ... In the archived article, click Delete, then click OK to confirm the deletion.

Introduction

As your business grows, you’re going to be gathering more and more clients, which means you’re collecting more and more data about them as well – new Opportunities to do business with them, new Activities every time they send an email or give you a phone call, and new Cases to help them out on their journey with your business.

What Is Data Archiving?

Imagine it this way: you have a pig-shaped money box, like the one you likely had as a child. Every day, you diligently save your hard-earned coins by putting them in the moneybox. Eventually, there comes a point in time where your money box is full – which is great! The only problem is that you want to keep saving. You have a few options:

Data Archiving Solutions

There are a number of data archiving methods and best practices that you’ll need to consider when creating a data archiving strategy and selecting the right Salesforce data archiving tool for your business.

Differences Between Data Backup and Archive

The difference between a data backup and data archive is quite simple: when you backup your data, you’re taking a copy that can be accessed if things go wrong.

Summary

So, there you have it! Now you know all about Salesforce Data Archiving, methods of how to archive your Salesforce data off the platform, as well as some best practices in doing so. You’re also now aware of the difference between data backup and archiving, and how to put together a data archiving strategy that best suits your business.

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