Viewing Archived activities In Salesforce Classic, by clicking View All in the Activity History related list In Salesforce Classic, in the printable view of the record in the Name or Related To field
- In the Activity History related list or by clicking View All.
- In the printable view of the record in the Name or Related To field.
- Using the URL for the activity, if you know it.
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.
What are the data archiving trends in Salesforce?
Data Archiving in Salesforce has proved to be one of the most adopted approaches when it comes to managing data growth & optimizing storage usage. According to the recent Salesforce Data Archiving Trends, companies are actively looking for enterprise-level data archivers to keep their historical data.
How to query deleted records in Salesforce using APEX?
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 ’.
How can Salesforce archiving help in the event of litigation?
In the event of litigation, customer communication and data generated by Salesforce may form part of an eDiscovery requests. Integrated Salesforce archiving, with documented, auditable legal hold functionality significantly reduces your risk of potential fines or loss of cases. With Salesforce archiving, you can respond in a timely manner.
See more
How do 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.
What are archived 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 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 archive data in Salesforce?
Data Archiving in Salesforce has proved to be one of the most adopted approaches when it comes to managing data growth & optimizing storage usage. According to the recent Salesforce Data Archiving Trends, companies are actively looking for enterprise-level data archivers to keep their historical data.
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'.
How do I access the recycle bin in Salesforce?
Salesforce admins can see all deleted data across the entire org. The Recycle Bin is available in the left sidebar on the Home page....Search for Items in the Recycle BinChoose My Recycle Bin or All Recycle Bin. ... Enter your search terms. ... Click Search.
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 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 backup a Salesforce database?
Salesforce provides a few options that can be used for simple backups out-of-the box:Manual data export (Setup → Data Management → Data Export)Data export via reports.DataLoader import/export.Metadata backup via the Package Manager (Setup → Package Manager)
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.
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.
Why do we need to archive Salesforce?
The most obvious requirement to archive Salesforce data is to reduce storage overheads. Salesforce doesn't include a comprehensive archiving mechanism, instead industry experts recommend incorporating a third-party archiving application or delete aging data as needed. Many companies eventually run into Salesforce data storage limitations and face the need to either delete or archive data to free up space. Purchasing additional storage can cost $125 per month for 500 MB per year. For most organizations, this option isn’t economical, especially if email and other Salesforce group collaboration applications are used. However, the need to archive Salesforce data goes way beyond addressing inherent storage limitations.
What is Salesforce Archive 360?
The Archive360 Salesforce Archiving solution is a comprehensive Azure Cloud-based information management and archiving solution designed specifically for the Salesforce platform. With it, companies can rest assured their organization can meet all regulatory data retention regulatory requirements, including but not limited to SEC Rule 17, FINRA, MiFID II, FDA 21, CFTC, IIROC, FERC, FAR 4.7.
What is Salesforce CRM?
The Salesforce platform is a leading customer relationship management (CRM) application and cloud computing platform with functionality targeted at sales, marketing, and customer services professionals. Salesforce offers a wide variety of CRM categories and systems to meet various customer needs, including CRM clouds for Sales, Marketing, Services, Commerce, Analytics, Integration, and Community.
Who is Bill from Archive360?
Bill is the Vice President of Global Compliance for Archive360. Bill brings more than 29 years of experience with multinational corporations and technology start-ups, including 19-plus years in the archiving, information governance, and eDiscovery markets. Bill is a frequent speaker at legal and information governance industry events and has authored numerous eBooks, articles and blogs.
Need to Query deleted records in Salesforce
As discussed earlier, Salesforce business processes are accomplished by manipulating the object records. One of the most common scenarios where there is a need to Query Deleted Records in Salesforce is when a business process failed because of non-existing records.
Methods to Query deleted records in Salesforce
Salesforce records can be programmatically accessed by using SOQL or SOSL queries. SOQL stands for Salesforce Object Query Language. SOSL stands for Salesforce Object Search language. Salesforce recommends using SOSL when you want to execute a search based on fields in objects and you do not know the specific objects you are looking for.
Conclusion
The above methods provide easy steps to access deleted records or all records from Salesforce. Query Deleted Records in Salesforce is very critical to debugging failed process builder jobs in some cases. This feature is also useful when you want to analyze records that you have purposefully purged or cleanup up earlier.
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
Learning Objectives
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: 1. Data for prospects who may or may not enroll. 2. Student data that needs to be kept for varying lengths of time. 3. Alumni data that potentially spans decades. Schools need to be in…
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. Backups should be retained as long as the data they contain is active…
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. One common practice ...
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. When you’re ready to dive deeper into data strategy for education, continue on to the Constituent-Centric Data Strategies for Educationmodule linked in …
Resources
- Trailhead: Constituent-Centric Data Strategies for Education
- Trailhead:Data Management
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 S...
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 shifted to another storage location and a…
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…