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Archive Search
Use Archive Search to find and view archived records across your org. Archive Search doesn't apply sharing rules or role hierarchy—limit this permission to admins.
- The Archive Policy permission set automatically grants access to Archive Search.
- Archive Search FAQs
Here are some frequently asked questions related to Archive Search in the Archive App.
Use Archive Search
- Open the Archive Search tab.
-
Enter your search criteria.
- Select an object and field from the dropdown list.
- In the Term field, enter an ID or text string to search across all indexed fields.
- For a fuzzy search, enter a single value followed by an asterisk (
*).
Note To avoid an error message, enter a term for a specific field. -
To specify the date range, select a value.
Value Description Adjust Date Range Adjust the default date range. Archive Search defaults to Last Modified Date for objects that aren't indexed. Valid values include:
- Created Date: Time and date when the record was created.
- Last Modified Date: Time and date when the record was last updated.
- Date Archived: Time and date when the record was archived. This is the default date field.
Default Date Range The default To Date value is set to the current day, and the default From Date value is set to one year ago. -
To begin the search, select the Search icon.
Archive Search displays results based on your Salesforce global search settings.Matching archived records appear in the results list.
Search Limitations
| Limitation | Description |
|---|---|
| Boolean Expressions | Boolean operators such as AND or OR aren't supported. Both values in the search must match for a result to appear. |
| Case Sensitivity | Search isn't case-sensitive. |
| Email Addresses | Search matches the whole email address only. |
| Excluded Objects | Some objects are excluded from Archive Search by default and
don't appear as searchable options, even when their records are
archived. For example, LiveChatTranscriptEvent
isn't searchable. |
| Filtered Objects | Objects with these suffixes aren't searchable.
|
| Fuzzy Searches | The asterisk ( These ID fields require an exact value match and don't support fuzzy search.
|
| Indexed Fields | Only indexed fields are searchable. Non-indexed fields appear in Archive Settings > Search > Archive Search Layout in the Available Fields list, marked with an asterisk. |
| Record Retrieval | Search for a record's 18-character Salesforce ID to retrieve it. |
| Related Records | View up to 200 related records. To view all related records, search by the root record in the Search filter. |
| File Attachments | Archive Search scans only file attachment metadata, not file content. |
| Regular Expressions | Searches such as ab*c aren't
supported. |
| Subset Search | Searching for a subset of a word or term isn't supported. |
| Time Zone | The Lightning-formatted-date-time is based on your system's time zone. |
For more information on indexing, see Manage Indexed Fields.
Archive Search FAQs
Here are some frequently asked questions related to Archive Search in the Archive App.
Q. Why can't I see the Archive Search tab?
A. Verify that you have Archive Search permission set.
Q. How can I improve my search?
A. Try these methods.
- Search for the record ID.
- Instead of searching for the Owner display name, which isn't searchable, search for the owner ID of the record.
- If you still can't find what you're looking for, contact Support and provide
these details.
- Search terms
- What you expect to see, such as object type, number of records, or root or child records.
- Any materials that reference when the result was archived, such as an audit file or request ID.
Q. I can't find a particular record in Archive. What could be the problem?
A. Due to a sync process between the Archive database and the search engine, it can take up to 2 hours to see archived data in the Archive Search results.
Q. Are any objects not searchable?
A. Feed, History, Relation, and
Share aren't searchable.
Q. Can I search within an EmailMessage?
A. You can search for the email subject or sender name, but searching for the email content isn't supported.
