how to export archived tasks in salesforce

^{Export Salesforce data using Dataloader.io}

1. Login with Salesforce. There is no need to install it. Just click Login with Salesforce to begin.
2. New Export Task. Click New Task and select Export.
3. Connection and Object. Choose your connection and object (data entity) to export from Salesforce. Click Next to proceed.
4. Fields (SOQL Query) You need to select fields of the Object (that you chose in the previous step). ...
5. Schedule and Destination. At this step, you can either manually run the export task or automate it on an hourly, daily, weekly, or monthly schedule.
6. Save & Run. Click Save & Run when ready and….do not expect to get your CSV file downloaded straight away. Your data export task will be queued.

How do I find archived activities in Salesforce?

Salesforce archives activities (tasks and events) that are over a year old. 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 do I export data from Salesforce?

You can export data from Salesforce in three formats: CSV, Excel and Google Sheets. Data Export — This is the native Salesforce functionality to download data as a CSV file. You can run export manually or automatically, at weekly or monthly intervals. Weekly data export is available in Enterprise, Performance, and Unlimited Editions.

What is isarchived activities in Salesforce?

Archived Activities Salesforce archives activities (tasks and events) that are over a year old. 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. Older Events and Tasks are archived according to the criteria listed below.

What is the best export/import app for Salesforce?

Dataloader.io is a Salesforce-oriented app for data export/import. Its main benefit is that you can export data as CSV as often as you need. In addition, you can pull data directly to Dropbox, Box, or an FTP server.

How do I find archived tasks in Salesforce?

Lightning Experience Clicking View All (2) in the Activity History related list opens the Activity History tab. In the Activity History tab, you can sort entries. Click the subject (1) to open and edit activities, including archived activities, or use the row-level dropdown (2) to edit or delete activities.

Can you report on archived activities in Salesforce?

Our clients currently do year over year reports with tasks and other objects. Salesforce reports do not pick up tasks with activity dates older than a year. They can not compare the current year with other years using salesforce reports.

Can you export activity from Salesforce?

Open the Data Loader. Click Export. If you want to also export archived activity records and soft-deleted records, click Export All instead. Enter your Salesforce username and password, and click Log in.

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 do I unarchive a task in Salesforce?

Unarchive TasksUse the Salesforce global search to search for the archived task.From the search results, open the task.In the task details, click Edit.In the Edit dialog that comes up, uncheck the Archived checkbox.Click Save.

How long are tasks stored in Salesforce?

For Tasks, Salesforce will archive anything with a due date greater than 365 days ago or anything with no due date created 365 days ago. While Archived activities will appear in your Activity timeline, you will not be able to report on them. Consider yourself warned.

How do I export tasks in Salesforce?

You can export Salesforce Tasks into CSV files in two ways:Use Trujay service. ... Use the option Salesforce offers. ... Now, select 'Task' module from the list of records.At this point, you can begin to transfer selected Salesforce records into the file by pressing 'Export Now' button.

How do I export a list from Salesforce to Excel?

From Reports, next to the report you want to export, click. | Export.Choose an Export View. ... If exporting as Details Only, select Excel Format . ... Click Export.If prompted by a browser dialog, select a location and save the file.

What are the two methods for exporting data in Salesforce?

Salesforce offers two main methods for exporting data.Data Export Service—an in-browser service, accessible through the Setup menu. It allows you to export data manually once every 7 days (for weekly export) or 29 days (for monthly export). ... Data Loader—a client application that you must install separately.

How do I archive files in Salesforce?

To archive or delete content files:On the Libraries, Content, or Subscriptions tab, click the name of the file you want to remove.On the Content Details page, click Edit | Archive Content or Edit | Delete Content.

Does Salesforce have an archive for 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 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 often can you export data in Salesforce?

The available frequency of exports depends on the method you use. The native Data Export Service allows you to export data as CSV manually or automatically:

What is Salesforce export?

Data Export — This is the native Salesforce functionality to download data as a CSV file. You can run export manually or automatically, at weekly or monthly intervals. Weekly data export is available in Enterprise, Performance, and Unlimited Editions.

How to run import right away?

You can run the import right away if you click “ Save and Run ” or you can automate data import on a schedule using the Automatic data refresh.

What is data loader?

Data Loader – This is a client application for the bulk import/export of data. We won’t cover this option here, since it deserves a separate guide on how to install, configure, and use the Data Loader.

Is Dataloader.io good?

Dataloader.io is good, but the free subscription is rather limited. Coupler.io and the Salesforce API looks better from the perspective of direct data import to Google Sheets. And Excel is definitely the best if your edition supports Salesforce integration. Otherwise, it is not good as the other options.

Can you use Excel as a destination application?

Well, there are a few options here. You can choose Excel as a destination application in the Coupler.io tool or use the built-in Salesforce to Excel connector.

Can you pull Salesforce reports into Excel?

With it, you can pull Salesforce objects, as well as Salesforce reports, directly into your worksheet.

Can archived activities be queried?

In the API, archived activities can only be queried via queryAll ().

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.

Before you request an Archive Days increase

Limit increases will affect activity reporting and list view performance and even potentially cause them to time out as more records become available, especially if they are not correctly scoped by date ranges (For example, 'Created Date' equals 'This Year').

How to increase your Archive Days limit

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: