Slaesforce FAQ

how to archive cases in salesforce

by Kieran Runolfsdottir Published 3 years ago Updated 2 years ago
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1 Answer.

  • Click on the Export All button (the Export button will not work in this particular case)
  • Select Tasks or Events.
  • Select the Id field and other desired fields for export and set a condition filter: IsArchived Equals TRUE.
  • Click on Add Condition.
  • Finish.

Full Answer

How to search for archived records 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. You cannot use query () as it automatically filters out all records where isArchived is set to true.

How can Salesforce archiving help in the event of litigation?

In the event of litigation, customer communication and data generated by Salesforce may form part of an eDiscovery requests. Integrated Salesforce archiving, with documented, auditable legal hold functionality significantly reduces your risk of potential fines or loss of cases. With Salesforce archiving, you can respond in a timely manner.

What is data archival in Salesforce?

Data archival reduces storage costs and also enhances application performance. Many enterprises eventually run into data storage limitations within Salesforce, and purchasing additional Salesforce data storage space is not economical when you add the operational burden.

What is archive360 for Salesforce?

Unlike other products that only archive Salesforce Chatter and emails (and attachments), with Archive360 you can archive and manage all your Salesforce CRM data and communications - including attachments and chatting. Systematically archive your Salesforce data to meet all your regulatory and compliance requirements.

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Can you archive data in Salesforce?

Data Archiving in Salesforce has proved to be one of the most adopted approaches when it comes to managing data growth & optimizing storage usage. According to the recent Salesforce Data Archiving Trends, companies are actively looking for enterprise-level data archivers to keep their historical data.

What is archiving a case?

a) A criminal case may be archived only if after the issuance of the warrant of arrest, the accused remains at large for six (6) months from the delivery of the warrant to the proper peace officer. An order archiving the case shall require the peace officer to explain why the accused was not apprehended.

What is data archiving in Salesforce?

This is different to a data archive – a data archive is when you're removing older or less relevant data from your live Salesforce org in order to reduce the amount of data you're paying for or reduce the amount of data that your users need to sieve through to access what they need.

Can you archive contacts in Salesforce?

When archiving, the user can select an "Archive Reason" that is a custom pick-list. Then the contact will no longer show in the Account, but you will be able to "Show Archived Contacts" so you can see them and their activity again.

When can cases be archived?

a) A criminal case may be archived only if after the issuance of the warrant of arrest, the accused remains at large for six (6) months from the delivery of the warrant to the proper peace officer. An order archiving the case shall require the peace officer to explain why the accused was not apprehended.

What is an archive used for?

An archives is a place where people can go to gather firsthand facts, data, and evidence from letters, reports, notes, memos, photographs, and other primary sources.

How do I archive an object in Salesforce?

0:142:51Archive Salesforce Data with Big Objects - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd they get in our way and the question is how do i archive this historic data now there are a fewMoreAnd they get in our way and the question is how do i archive this historic data now there are a few different ways to do this but in my case I chose to use big objects.

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...

What is a Salesforce big object?

A big object stores and manages massive amounts of data on the Salesforce platform. You can archive data from other objects or bring datasets from outside systems into a big object to get a full view of your customers. From Setup, you can create a custom big object and define its fields and index.

What is archive360?

Archive360’s integrated archiving and information management platform deliver s integrated archiving and management for all your Salesforce data . Unlike other archiving products that only manage emails (and attachments) and Chatter, with Archive360 your can archive and manage your all Salesforce CRM data and communications - emails with attachments and Chatter.

Why is Salesforce so slow?

In addition to bumping up against your allocated storage limitations, growing volumes of data also cause Salesforce to become slow and unresponsive. Once again, you face the choice of buying additional storage, deleting data, or archiving it.

Does Archive360 work with Salesforce?

Archive360 for Salesforce ensure your Salesforce is infinitely scalable, so you don't need to keep buying additional Salesforce storage. Automatically manage your Salesforce storage limitations and reduce costs by purging your Salesforce data.

Is Salesforce data stored in the cloud?

All Salesforce data is archived and stored in its native format, so you can secure it, search it, and leverage AI and ML once it’s archived in the cloud. Plus, you can extract it at any time, with zero data ransoming or additional charges.

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.

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.

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Learning Objectives

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After completing this unit, you’ll be able to: 1. Recognize which tools are useful to support consolidating orgs. 2. Pinpoint when an archiving strategy is necessary.
See more on trailhead.salesforce.com

Retaining, Archiving, and Accessing Data

  • Whether you’re using Sales Cloud, Service Cloud, Marketing Cloud, or you’ve built connected apps, a substantial amount of data is likely to be generated and pushed into your org at any given time. This presents some challenges. Data is gold, and deleting it can be out of the question because of its value. If you’ve ever encountered cases like these, implementing an archiving strategy may b…
See more on trailhead.salesforce.com

Consolidating Multiple Salesforce Organizations

  • Most users have multiple orgs. If you’ve ever tried to share the data between them, you may have had some difficulties attempting to merge. One way to mitigate these problems is to use Salesforce Connect and the hub-and-spoke model. In this model, all of the data flows from the hub org to all of the spokes, or secondary orgs. On the other hand, Heroku Connect also helps t…
See more on trailhead.salesforce.com

Use Case: Consolidating Siloed Department ORG Data

  • A large retail chain has come to Cloudy Consulting in need of a way to centralize customer data from two sales orgs and a service org they own. Meanwhile, they are also interested in creating an individual customer experience for each line of business (LOB) they offer. After reviewing the customers needs, Robert decides to use Heroku Connect, Salesforce Connect, and the add-on H…
See more on trailhead.salesforce.com

One More Thing...

  • Salesforce Connect can bring up to 100 tables of data from a single source integration. For example a customer is using multiple data sources for different objects. Although there is no maximum on the amount of connections that you can have, there are Salesforce Connect licenses that are needed for each source you’re integrating with. If you have multiple source systems an…
See more on trailhead.salesforce.com

Resources

  1. Trailhead:Salesforce & Heroku Integration
  2. Salesforce Documentation:High Data Volume Considerations for Salesforce Connect
  3. Salesforce Documentation:OData Callout Rate Limit Considerations for Salesforce Connect
  4. Salesforce Documentation:Hub and Spoke Model
See more on trailhead.salesforce.com

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. It’s no secret that Salesforce doesn’t have the cheapest …
See more on skyvia.com

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: 1. Stop putting money in the moneybox. This isn’t i…
See more on skyvia.com

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. The first and biggest thing to consider is what data is taking up the most space in your Salesforce org, and what data could potentially be shi...
See more on skyvia.com

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. This will quite often be a full backup of all of your data within Salesforce that can be used to restore your org to a previous state, or allow users to access important data in the case of an outage. This is different to a dat…
See more on skyvia.com

What About Salesforce’s Backup and Restore Tool?

  • Salesforce recently announced their own entry into the Backup and Restore space at Dreamforce 2021. Their new Platform Tool called Backup and Restore was recently made available for purchase. I haven’t yet had a chance to have hands-on experience with Salesforce Backup and Restore just yet, but I have done some research and discovered quite a bit about the new tool. A…
See more on skyvia.com

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. Now, you are also aware of third-party tool…
See more on skyvia.com

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