Slaesforce FAQ

how to extract archived tasks in salesforce

by Nettie Cormier Published 2 years ago Updated 2 years ago
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1. Click on the Export All button (the Export button will not work in this particular case) 2. Select Tasks or Events 3. Select the Id field and other desired fields for export and set a condition filter: IsArchived Equals TRUE

Option 2
  1. Click on the Export All button (the Export button will not work in this particular case).
  2. Select Tasks or Events.
  3. Select the Id field and other desired fields for export and set a condition filter: IsArchived Equals TRUE.
  4. Click on Add Condition.
  5. Finish.

Full Answer

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.

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.

How to search for archived records in a database?

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.

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How do I view 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.

How do I query archived activities 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.

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.

How do I unarchive a record in Salesforce?

On the Content Details page, click Edit | Restore Content.

How do I query a deleted record in Salesforce?

Query deleted records in Salesforce can be accessed via a SOQL query in APEX as below. The above is used to query deleted records in Salesforce from the Account object. If you have access to Salesforce Workbench, you can Query Deleted Records in Salesforce by just enabling the 'Include Deleted and Archived Records'.

What is all rows in SOQL?

ALL ROWS keyword in a SOQL query retrieves all the records from the database, including those that have been deleted. This keyword is mostly used to undelete records from the Recycle Bin.

How do I pull an activity report in Salesforce?

Create a User Call Activity Report in SalesforceClick Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.Click the Date filter and select a date range to report on and click Apply.More items...

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.

Can you report on Salesforce tasks?

The standard activity reports list your tasks and appointments for a selected date range or events with all invitees. You can also create custom reports for activities by clicking the Reports tab, New Report, and choosing Activities as the type of data on which to report.

Does Salesforce archive 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 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.

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.

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.

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