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            How to Configure Legacy Salesforce Archive Policies

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            How to Configure Legacy Salesforce Archive Policies

            Learn how to configure a Legacy Salesforce Archive policy with this step-by-step guide.

            Required Editions

            Available in: Developer, Enterprise, Performance, and Unlimited Editions. Requires the Salesforce Archive license.
            User Permissions Needed
            To create, edit, and schedule Archive Policies: Manage Archive Policies
            Note
            Note This content relates to Legacy Salesforce Archive. Read about the Archive managed package in Own from Salesforce.
            Note
            Note The file storage pricing for Salesforce Archive is calculated at 10% of the actual GB used. For example, if an org is storing 100 GB of files in Salesforce Archive, the "effective storage" GB that will be charged to the customer is 10 GB.
            • Create a Legacy Salesforce Archive Policy
              Create and save a new Legacy Salesforce Archive policy. After your policy is created, you can target the records that you want to archive by adding objects.
            • Add Objects to a Legacy Salesforce Archive Policy
              To specify the records and files that you want to archive, add an object to your Legacy Salesforce Archive policy. While configuring the object, you determine which records to process, how to handle related files and attachments, and which related objects to archive in addition to the primary object.
            • Set the Run Schedule for a Legacy Salesforce Archive Policy
              Define when and how often your Legacy Salesforce Archive policy executes. For example, you can choose to manually start your policy, or you can schedule it to run at regular intervals.
            • Preview a Legacy Salesforce Archive Policy
              Generate and acknowledge a preview of your Legacy Salesforce Archive policy. Previews estimate the number of records and files that your policy affects, helping you evaluate its impact on the data in your org.
            • Publish and Manage a Legacy Salesforce Archive Policy
              To add your Legacy Salesforce Archive policy to the job queue, publish it. You can also edit, delete, or immediately run a policy.
             
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