how to archive reports in salesforce

Login to your Vault account. Go to Setup and search for the Salesforce Org from which the data has to be archived. You can use the Searchfilter to easily filter out the required Salesforce Org. Select the desired Salesforce Org. The next step is to create Archival Config, navigate to the Configs tab, and click on Add Archival Config.

Full Answer

How do I archive data on the Salesforce platform?

There are several ways data management on the Salesforce Platform can be controlled. A great way to archive your data is to use Heroku Connect. Let’s look at a use case to give you a better understanding of how to utilize Heroku Connect when you’re ready to archive data within your own solution architecture.

Does Salesforce backup&archive data?

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.

How to manage data storage in Salesforce?

You can even view your total storage in Salesforce divided by data and file storage. When it comes to archiving the data, understanding the data usage metrics is very imperative. You must have relevant tools to evaluate the data volume and track trends. You can create re-usable dashboards to determine which data to archive.

How to archive your data?

When it comes to archiving the data, understanding the data usage metrics is very imperative. You must have relevant tools to evaluate the data volume and track trends. You can create re-usable dashboards to determine which data to archive.

Can you archive reports in Salesforce?

Last run dates are key in helping - if a report hasn't been run in the past year, you can move it to an archive folder.

How do I archive old reports in Salesforce?

You can create a new folder called something like "archived reports" and move the reports to that folder. Give visibility to that folder only to system admins or whoever it is that may still need to access them.

How do I clean up a report in Salesforce?

Salesforce makes mass deletion of reports pretty simple through Setup > Mass Delete Records > Mass Delete Reports. The filters will make it easy to locate the reports that were marked for deletion. Please remember; Users get emotional about reports and they're an import aspect of user experience.

How do I hide a report in Salesforce?

On the Reports tab, click New Report.Select Select Report Types to Hide. The green check mark next to a report means it's visible to everyone.To hide the report type, click the check mark to change it to an X.

How do you mass delete old reports in Salesforce?

To Mass-Delete ReportsNavigate to the Setup area of Salesforce.Under Administer, expand Data Management.Click Mass Delete Records.Choose Mass Delete Reports.In the filter criteria, choose “Report Name contains YYMM” (using the YYMM you need to delete).Click Search.More items...•

How do I delete unused reports in Salesforce?

0:061:01How To Delete Mass Reports In Salesforce Lightning ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipOpen Salesforce lightning click on your icon. Click on setup it opens in a new tab enter mass in theMoreOpen Salesforce lightning click on your icon. Click on setup it opens in a new tab enter mass in the quickfind. Click on mass delete records. Click on mass delete reports. Select a criteria to find

How do I delete a Bulk report?

Mass Delete Report tool fails to delete report with no error...Navigate to Setup and type Mass Delete Records into the Quick Find box.After clicking Mass Delete Records, select Mass Delete Reports.Enter the filter criteria and click Search.Select the Report to be deleted.Click Delete.

How do I delete a report?

Delete a reportNavigate to the Data Studio REPORTS page.Locate the report you wish to delete.Click its context menu icon.Select Trash.

How do I delete a report from a dashboard in Salesforce?

Click Reports. next to the report. To delete the report, select Delete. At the confirmation, click Delete.

How do you hide a report?

To hide a report itemIn report design view, right-click the report item and open its Properties page. ... Click Visibility.In When the report is initially run, specify whether to hide the item when you first view the report: ... Click OK twice.

How do I hide a report in a public folder in Salesforce?

Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don't have access, select the Standard Report Visibility checkbox. Or, to hide these reports, deselect this checkbox. Click Save.

Can you hide report folders in Salesforce?

Hello Lucy, yes you can hide report folders. If you hover over the name of the report folder you will see the down arrow, click on the arrow and select "Edit". You can select "This folder is hidden from all users".

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.

Use Case: Retaining, Tracking, and Managing Data

A large retail customer wants to archive old data to free up space in their org, and still be able to retain that data with the option to unarchive it for up to 7 years. To resolve these business challenges, Robert Bullard, from Get Cloudy Consulting, recommends using Heroku Connect, Postgres, and Salesforce Connect.

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.

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.

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.

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.

Learning Objectives

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Retaining, Archiving, and Accessing Data

Use Case: Retaining, Tracking, and Managing Data

Consolidating Multiple Salesforce Organizations

Use Case: Consolidating Siloed Department ORG Data

One More Thing...

Resources

Introduction

What Is Data Archiving?

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...

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Differences Between Data Backup and Archive

What About Salesforce’s Backup and Restore Tool?

Summary