Purge Policies

Create a Purge Policy

Create and run a purge policy, and use the Estimate tool.

1. Go to the Policies tab.
2. Select New.
3. Select Purge Archived Data.
4. In the purge policy form, provide this information.

   Field	Description
   Policy Name	Recognizable name for the purge policy. For example, Inactive Cases Opened 2 Years Ago.
   Description	Purpose of the purge policy.
   Enabled	Activates the purge policy.

Configure Purge Policy Query Conditions

1. From the Archive Root Object dropdown menu, select an object to be purged.
2. From the Field dropdown menu, select an option.
3. Select an operator, such as equals, less than, and greater than, that defines the condition.
4. Optionally, add the Date Category to refine your query further.
5. Enter or Select a Value: The values available depend on your selected operator.
6. Optionally, you can add, reset, or delete query conditions.

   Query Condition	Description
   +Add Condition	Adds another query condition and repeats the previous steps.
   Delete	Removes any query condition.
   Reset	Clears all query conditions and starts over.

7. To review and confirm the purge action, save your work.

Note We recommend setting at least one condition. Saving a purge query without a condition removes all archived records of that object type.

Important Considerations

• Purging targets the root object and removes all archived related child records.
• Records under legal hold can't be purged.
• Numbers are treated as text. You can only select the equal to operator for them.
• It can take up to 24 hours to see newly added fields.
• If you select multiple conditions, only records that meet all conditions are purged.
• A scheduled purge policy with zero results doesn't appear in the Activities Log.
• Purge runs in batches of up to 40,000 records per task. In the Activities Log, each entry represents a single batch, not the total number of records purged during the run.
• Purge is limited to 1,000,000 records per day, which is the daily cap across all batches.

Estimate a Purge Policy

The Estimate feature provides insight into the records scheduled for purging according to the next purge policy process.

1. Go to the Policies tab.
2. Select a purge policy.
3. Click Estimate.
   The estimate process begins, and you're redirected to the Policies table.
4. After the estimate process completes, go to the Activities tab.
5. To review all records to be purged with the purge policy, click the Download Execution Details file.

Run a Purge Policy

You can initiate the purge of records immediately.

1. Go to the Policies tab.
2. Select a purge policy.
3. Click Run Now.
4. To initiate the purge process, click Confirm.
   

   Warning All records in this purge policy are purged immediately and can't be recovered.