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.
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.
What are the benefits of Salesforce archiving?
With Salesforce archiving, you can respond in a timely manner. Plus, more importantly, avoid missing responsive data or inadvertently destroying relevant data. As your organization’s use of Salesforce continues to grow, you soon run into Salesforce data storage limitations.
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.
Where can I find archived records in Salesforce?
There are few ways you could get all the records in the TASK and EVENT object. 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.
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 unarchive a record in Salesforce?
You only need to call update() using just records by Id value (you just "touch" the record). They will be restored upon saving.
Can you report on archived activities in Salesforce?
After the feature is enabled, you can create reports containing archived activity Ids dating back to the number of days the feature was requested. To create the report: a) Click on the reports tab. b) Then click on create new custom report.
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 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.
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.
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.
How do I find activity reports 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 do I track user activity in Salesforce?
Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities.
How long do activities stay in Salesforce?
Activities Get Archived Consider yourself warned. This can be extended to up to 10 years by logging a case. Salesforce will consider extensions beyond the 10-year maximum in very limited cases that have a compelling business reason.
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.
Data Storage in Education
Education institutions manage high volumes of complex, sensitive data like test scores, financial records, grades, and more. Data is constantly coming in and out, and there’s a lot of it. For example:
Data Backup
When you back up data, you make a copy of the records currently in your institution’s Salesforce org and save the copy elsewhere without changing or removing the original records. The goal of data backup is to create an accessible copy of your data that can be loaded into your org if your active data gets damaged.
Data Archive
Like data backups, archived data is stored outside of your Salesforce org, but that's where the similarities end. When you archive data, your goal is long-term storage of records you may need to access for reasons like compliance. Archived data doesn’t need to be in your active Salesforce org, but it should still be accessible.
Which Method Is Right for My Institution?
Most likely, your institution will need to employ both data backup and data archive. Refer to the data storage strategies for each method and consider which types of data would be best served by backups and archives, respectively.
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.
Why is data important for business?
Data is crucial for organizations to make business decisions based on facts and for more accurate targeting. One of the most significant ways of operating a business today is by managing the large data volume and identifying less used data that can be archived to a safe and secure storage location for future use.
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
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…
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. Within this architecture, there are three parts that are all proc…
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…
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…
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…
Resources
- Trailhead:Salesforce & Heroku Integration
- Salesforce Documentation:High Data Volume Considerations for Salesforce Connect
- Salesforce Documentation:OData Callout Rate Limit Considerations for Salesforce Connect
- Salesforce Documentation:Hub and Spoke Model