What is archive in Salesforce?
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 a Salesforce site?
Click View All in All Sites. Click the name of the site you’d like to archive. On the site detail page, click Archive. Click Archive again.
What is the purpose of a archive?
An archives is a place where people can go to gather firsthand facts, data, and evidence from letters, reports, notes, memos, photographs, and other primary sources.
How do I query archived data 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. You cannot use Query() as it automatically filters out all records where isArchived is set to true.
How do I unarchive a record in Salesforce?
Use “queryAll” in the API to retrieve the activities. The Data Loader exposes queryAll as “Export All.” Then you have to perform an update to the records. You only need to call update() using records by Id. Archived activities will be restored upon saving.
Can you archive a field in Salesforce?
Salesforce doesn’t archive recurring tasks or events in a series. Salesforce doesn’t delete archived activities, but you can manually delete them.
Does Salesforce keep backups?
Data Backup Backup & Restore: Salesforce’s most comprehensive backup solution. Backup & Restore is a paid add-on, and will automatically backup, as well as restore your data in the event of data loss.
Can you export data from Salesforce?
You can easily export data from Salesforce, either manually or on an automatic schedule. The data is exported as a set of comma-separated values (CSV) files. Data export tools provide a convenient way to obtain a copy of your Salesforce data, either for backup or for importing into a different system.
How do I view archived activities in Salesforce?
In the Salesforce user interface, users can view archived activities in several locations.
- Click View All in the Activity History related list to open the Activity History tab.
- Click View All in the activity timeline to open the All Activity History list.
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 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.
Can we delete history in Salesforce?
Field history tracking can be deleted using Data Loader or any other API tool. To get started: Navigate to Setup and type user interface into the Quick Find box. Click on User Interface and select Enable “Delete from Field History” and “Delete from Field History Archive” User Permissions.
Why should I archive data?
The primary benefits of archiving data are: Reduced cost━data is typically stored on low performance, high capacity media with lower associated maintenance and operation costs. Better backup and restore performance━archiving removes data from backups, reducing their size and eliminating restoration of unnecessary files.
What is all Salesforce data archiving?
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.
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 can I archive historical data without losing data integrity?
Check the app here. DataArchiva is the ONLY Native Data Archiving Solution for Salesforce using Big Objects that help Salesforce application users archive their historical data without losing data integrity. Help?
How much data can Salesforce connect bring to an organization?
Remember Salesforce Connect uses OData 2.0, OData 4.0, Cross-Org, and Apex Custom adapters. Keep in mind when using either adapter, an org is limited to 20,000 OData callouts per hour and 1,000 OData callouts per hour for Developer Edition. One More Thing… Salesforce Connect can bring up to 100 tables of data from a single source integration.