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Mass archive Salesforce CRM Content

Julkaisupäivä: Oct 13, 2022
Kuvaus

Salesforce CRM Content offers two methods for removing content:

 

Archive:

  • Archive a piece of content to remove it from a library without permanently deleting it. 
  • Once archived, content cannot be downloaded and does not appear in search results.
  • You can locate and restore archived content if necessary.
 

Delete:

  • Deleted content is sent to the recycle bin.
  • Deleted content cannot be restored after the recycle bin is emptied.

 

Ratkaisu


There are two parts to the mass archive process:

Part 1: Export a Content Report

1. First obtain Document Ids by running File and Content Reports which includes Document Ids.
2. Set the field filters to return correct results, using File and Content Reports as a reference.
3. Click Run Report.
4. Save the report in .csv format.

Note: As a best practice, run an additional Data Export including Content to backup your files prior to any deletion in the org. 

5. Edit the .csv file to set isArchived to True on any Content you wish to archive. It's recommended that you also remove any rows that contain Content that will not be changed in order to avoid unintended changes occurring with those records. 

Part 2: Use the Data Loader to archive content in bulk

1. Click Setup.
2. Enter Data Loader into the 'Quick Find' box.
3. Select Data Loader to download and install the program.
4. Open the Data Loader.
5. Select Update. Log in.
6. Select Show all objects.
7. Select ContentDocuments.
8. Browse to your file. Click Next.
9. Select Create or Edit a Map.
10. Select Auto-Match Fields to Columns. Make sure the 'IsArchived' field is set to True.
11. Click OK.
12. Click Next. Select a location to save your success and error logs.
13. Click Finish.

Notes: 

  • Archived and deleted files are automatically removed from subscription lists.
  • Subscribers are not notified when content is archived or deleted.

 

See Also:

Considerations for Installing Data Loader
Insert, Update or Delete Data Using Data Loader
Content pack can contain archived files
Knowledge-artikkelin numero

000385926

 
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Salesforce Help | Article