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.

Launching archival configuration

1. Select the components you want to archive.

Selecting components for archival

1. Use Filter to define criteria for fetching records. 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.

Define and apply filter criteria

Filter validation results

1. 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 view of parent and child objects

Object dependencies displayed in schema view

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

Hierarchy enabled indicator

1. Click Next to proceed to the archival schedule screen.

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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).

Define schedule and performance settings

1. Click Save Config.

2. Review the summary of your selected objects, filters, and policies.

3. Click Save to complete archival configuration.

Final summary before saving archival settings