Use a third party tool like Skyvia Data Replication to retain a full replica of your Salesforce data as a data archive. Tools like this are extremely helpful as they can be set up with ease and configured to automatically copy your data according to a set of rules.
- Log in to Salesforce.
- Go to 'Article Management. '
- Go to the 'Published Article' list view.
- Select the articles you would like to archive.
- Select Archive.
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 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.
How do I unpublish a knowledge article in Salesforce?
Delete an Article TypeFrom Setup, enter Knowledge Article Types in the Quick Find box, then select Knowledge Article Types.Next to the article type, click Del.Confirm that you want to delete the article type.
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.
How do I unarchive a knowledge article in Salesforce?
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.
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 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...
How do I enable article management in Salesforce?
Go to Setup. Click on Manage Users. Select Profiles. Click on the desired profile, then choose App Permissions....Article Management Tab Configuration ProcessGo to Setup.Locate the Quick Find Box and enter User Interface.Select User Interface.Choose the option Enable Enhanced Profile User Interface.Hit Save.
Where does the article summary appear in Salesforce?
Where does the article summary appear? settings, ten in the Quick Find box, enter Knowledge Settings and select Knowledge Settings. to automatically enable Knowledge, assign licenses to article authors, and set up data groups and categories. In the Knowledge tab, click the article.
What is knowledge article in Salesforce?
Knowledge Articles (Salesforce Knowledge) Articles can include information on process, like how to reset your product to its defaults, or frequently asked questions like, how much storage your product supports. Experienced service agents and internal writers write the articles.
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.
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.
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.
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 …
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…
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...
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…
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…
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…