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Set Up and Maintain Your Salesforce Organization
Manage Archive Policies

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Manage Archive Policies

To streamline your data archiving process in the Archive app, run, edit, clone, estimate, and preview archive policies.

Archive policies run automatically based on their scheduled time and frequency.

To run a policy manually, click Run Now. This option is only available for archive policies with Enabled status.

Archive policies have maximum run times. These run times avoid conflicts that stem from simultaneous runs of the same policy.

Frequency Maximum Run Time
Daily 23 hours
Weekly 120 hours (5 days)
Monthly 168 hours (7 days)

Edit an Archive Policy

  1. Click a Policy Name in the Policy Table.
  2. Select Edit.
Note
Note Policy Name and Object can't be modified after saving.

Delete an Archive Policy

Delete an archive policy to stop future policy runs.

  1. Go to the Policies tab and select the policy.
  2. Click Delete.
  3. Confirm the deletion.
Important
Important

Delete an archive policy only to remove it from your policies view. After you delete a policy, you can’t change the retention period for records it already archived, and you must create a new policy to update their periods. To stop future archive runs without losing retention control, disable the policy instead.

Clone an Archive Policy

Duplicate an existing policy for archive, purge, or use cases provided by Salesforce. Except for Policy Name, all fields are duplicated.

  1. Go to the Policy tab and select the policy.
  2. Click Clone.
  3. Enter a new Policy Name for the cloned policy.
  4. Save your work.
    The cloned policy appears in the Policy Table.

Run an Archive Policy Estimate

The Estimate feature generates a list of records that the archive policy archives during its next run and is available on a saved archive policy.

  1. Go to the Policies tab and open the policy.
  2. From the Policy Details form, select Estimate.

To download and review the Execution Details file, from the Activities tab, click the dropdown arrow next to the archive policy and select Download Execution Details.

Important
Important Estimates are limited to 2,000 root records.

Preview an Archive Policy

The Preview feature runs the SOQL query defined in the archive policy and provides a sample of 10 records that match the criteria.

  1. Go to the Preview Table tab under Policy Details.
  2. To customize the fields shown in the Preview Table, use the Preview Settings. Add, remove, or reorder fields as needed.

    Optionally, click Preview to view the table with your selected fields.

  3. Save your work.
Note
Note Records protected by the Salesforce Data Protection Period setting are excluded from the preview.

The Preview feature offers limited support for PDF files. To view PDF content accurately, download the PDF file.

 
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