# Archival Configuration ## Step 4: Archive Configuration This step allows you to view available components in your Salesforce Org and define an archival policy for selected components. 1. In the **Salesforce Registration** summary screen, find your Salesforce Org and click **Add Archival Config**.

Add Archival Configuration button in Salesforce Registration summary screen — Launching archival configuration

2. Select the components you want to archive.

Component selection screen for archival — Selecting components for archival

3. Use **Filter** to define criteria for fetching records.\ \&#xNAN;*Example*: Fetch case records older than 1,000 days and in a closed state. * Validate the query to ensure accuracy. * Set a record count limit if needed. * Click **Apply** to confirm filter settings.

Filter configuration modal showing criteria — Define and apply filter criteria

Validation of filter results — Filter validation results

4. Use the **Hierarchy** option to view child objects of selected parent objects. * Auto-selected child objects cannot be unchecked. * Manually choose other related objects if needed.

Hierarchy schema view of objects — Hierarchy view of parent and child objects

Example of hierarchy dependencies — Object dependencies displayed in schema view

5. Click **Save** to close the hierarchy view. The icon is highlighted for objects where hierarchy is set.

Hierarchy icon highlighted — Hierarchy enabled indicator

6. Click **Next** to proceed to the archival schedule screen. *** ## Schedule Archive 1. On the schedule archive screen, complete the following: * **Process Name**: Enter a name. * **Email Notification**: Enable this to receive notifications before deletions. * **Schedule**: Define the archival frequency (daily, weekly, monthly, or custom). * **Archive Retention Period**: Set the duration for which data is retained. * **Batch Size**: Maximum batch size is **10,000 records** per batch. * **Enable Serial Mode for Bulk API**: Activates single-batch processing (slower but reliable).

Archive scheduling options screen — Define schedule and performance settings

2. Click **Save Config**. 3. Review the summary of your selected objects, filters, and policies. 4. Click **Save** to complete archival configuration.

Summary screen of archival configuration — Final summary before saving archival settings

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