Archive Managed Package

Archive by Own from Salesforce helps you manage growing data volumes and improve system performance by automatically archiving old or inactive data. You keep only important and reliable information in production. The Archive managed package not only enhances system performance by reducing data volume but also helps you maintain accurate and consistent data.

• Self-Service Onboarding for the Archive Managed Package
  The Archive managed package helps businesses remove unnecessary data and minimize storage usage, reducing costs, and enhancing operational efficiency. Archive helps you keep old data that is no longer useful, but must be stored for data retention rules or legal reasons.
• Get Started with the Archive Managed Package
  To get started with the Archive managed package, review this compilation of articles, walkthroughs, and videos.
• Onboard the Archive Managed Package in Sandbox Environments
  Onboard and manage the Archive managed package within sandbox environments, including the procedures for trial mode, and re-onboarding after a sandbox refreshes.
• Salesforce Authenticated User Permission Requirements for Archive
  Required setup and configuration for an Authenticated User in the Archive managed package.
• Install the Archive Managed Package
  Install and, if necessary, uninstall the Archive managed package.
• Re-Authentication for the Archive Managed Package
  Re-authentication methods vary depending on the Archive managed package version installed.
• Archive Regions and IP Addresses for Allowlisting
  Find the AWS and Azure data center locations where Archive stores data. To ensure successful connection requests, add the IP addresses for your specific region to your organization's allowlist.
• Verify Archive Managed Package Installation and Functionality
  Designate an active admin with the permission sets to run policies in the Archive managed package.
• Migrate from the Archive Managed Package to the Archive App
  Migrate from the Archive managed package to the native Archive app to simplify your transition to native archiving services. Complete all manual configuration updates within 30 days of starting the migration to maintain integration functionality and user access. This automated process replaces the managed package with a native interface while preserving your existing archiving policies and data.
• Onboard Archive Customers to Azure Regions
  Organizations can expand their data residency options by onboarding to Azure regions. Installing or upgrading to the Archive Managed Package version 24 or higher provides immediate access to the latest regional availability for new and existing environments. You can quickly complete this setup by using the provided package installation link to ensure that your archiving services align with your preferred geographical region. This process streamlines your data management by integrating your Salesforce archiving workflow directly with Azure infrastructure.
• Update Archive Security Control for Hyperforce Customers
  Salesforce is migrating customers from their private clouds to AWS public clouds. The Archive managed package security has changed and no longer supports IP Allowlisting. A new security control, which works together with Archive package, must be enabled.
• Upgrade the Archive Managed Package
  When a new version of the Archive managed package is available, a notification appears in the Archive Dashboard.
• Archive Dashboard
  The Archive managed package dashboard provides a comprehensive overview of your data, file storage capacity, and other essential metrics.
• Archive Field Level Security (FLS) Reports
  Field-level security (FLS) settings in Salesforce are used to prevent access to specific fields in the Archive managed package.
• Archive Storage Analyzer
  Provides a comprehensive analysis of data and file storage within your production org in the Archive managed package. This visual tool offers an overview of the top objects consuming storage and their usage history.
• Archive Settings
  Configure Archive Managed Package 24 Settings and later. You can access all settings outlined here from the Settings tab in the Archive Managed Package.
• Get Started with Archive Policies
  Create automated jobs on a regular cadence to either archive data from Salesforce according to your needs, or purge from the Archive managed package for compliance or other requirements.
• Create Archive Policies from the Archive Managed Package
  Create an archive policy for objects that you want to archive.
• Manage Archive Policies from the Archive Managed Package
  To streamline your data archiving process, run, edit, clone, estimate, and preview archive policies from the Archive managed package.
• Archive Managed Package Activities Tab
  View your archive and purge action history from the Activities tab in the Archive managed package. Download logs and reports for the different activities generated, initiate actions, and set up your own customized view.
• Set Up the Archive Widget for Lightning
  Display archived data as related lists within Salesforce. Even though the data has been archived and is no longer stored directly in Salesforce, end users can still access and view the data in the familiar Salesforce interface in the Archive managed package.
• Create and Display Archive Widget as a Custom Visualforce Component
  Create and show the CustomListRelatedRecordArchivedWidget and CustomSingleRelatedRecordArchivedWidget as custom Visualforce components in the Archive managed package.
• Provide Apex Class Access Permission for Standard Archive Users
  Apex Code provides functions that need to run the Archive managed package. Apex Code is a programming language created by Salesforce that is used on the Lightning Platform API.
• Manage Archive Widget Controls and Layout
  Enables Archive managed package administrators to centrally manage the display and configuration of objects within widgets, enhancing user visibility and interaction. This functionality allows for defining both root and child objects that end users can query. Additionally, the layout provides insights into parent-child object relationships via the "Is Root" identifier.
• Use the Archive Mobile Widget
  Easily use the Archive managed package from mobiles and tablets. To use the mobile widget, you must enable the settings on the Lightning web page.
• Grant Access to the Archive Widget in Experience Cloud
  To access the Archive Widget in the Archive managed package, Experience Cloud users must be assigned the appropriate permission set.
• Archive Widget Language Localization
  Translate Archive Widget into the local language of your end users in the Archive managed package.
• View Archived Content Documents Under Non-Archived Emails
  Configure a Visualforce page that displays email messages alongside their related archived Content Documents within the CustomListRelatedRecordArchivedWidget and CustomSingleRelatedRecordArchivedWidget in the Archive managed package.
• Archive Widget Restriction Rules
  Control end user visibility in Salesforce of specific archived records according to Object Sharing tables. Applicable to CustomListRelatedRecordArchivedWidget and CustomSingleRelatedRecordArchivedWidget in the Archive managed package.
• View Archived Records
  How archived records are displayed in the Archive managed package, focusing on how Record Types, Page Layouts, and Dynamic Forms affect the user experience. Also, how users can access archived records through Archive Search and the Archive Widget.
• Archive Search
  To access archived data in the Archive managed package, use Archive Search to find archived records related to your org.
• Manage Index Fields in Archive
  Efficient management of index fields in the Archive managed package is essential for optimizing search and query performance. The Index Fields Setup feature provides admins with visibility into which fields are indexable and allows manual selection to improve search performance. While Archive automatically indexes certain fields based on internal algorithms, some fields can't be indexed at all, and others must be manually configured for optimal data retrieval.
• Retention vs Purge Policy in the Archive Managed Package
  Managing data in the Archive managed package is done through Retention and Purge Policies. Explore the characteristics of each policy type, and their differences.
• Purge Policies
  Meet data removal rules by setting purge policies in the Archive managed package that go over the original data expiration set when archiving. These policies permanently delete data.
• Unarchive from Archive Search or Archive Widget
  Restore archived records with Archive Search or Archive Widget in the Archive managed package.
• Archive SDK—Right to Be Forgotten (RTBF)
  Data privacy regulations grant individuals the Right to Be Forgotten (RTBF), requiring organizations to erase personal data securely upon request. Archive SDK enables compliance by identifying and deleting specific data from the Archive managed package, ensuring thorough removal while preserving the integrity of other archived data.
• Archive SDK Data Query
  The Archive SDK Data Query enables programmatic access to archived Salesforce data in the Archive managed package. These data queries automate business processes, support third-party system integrations, create custom views and reports, and can cross-reference archived data with active records.
• Archive SDK Testing
  Before working in your production environment in the Archive managed package, test your Apex Class Wrapper in the Archive SDK. This article explains creating and running tests to ensure the Apex Class Wrapper behaves as expected.
• Unarchive SDK
  Programmatically start an unarchive function based on specific filters in the Archive managed package. Initiate a search by code and get the results that match your request.
• Manage Legal Hold Requests in Archive
  Place archived records on legal hold by creating a legal hold request in the Archive managed package. Records can be placed on hold multiple times. For example, if a company is facing litigation, any archived records mentioning the involved individual can be placed on legal hold.
• Restrict Visibility for Imported Data in the Archive Managed Package
  Secure sensitive archived records by manually enabling Archive Widget Search Restriction Rules and uploading custom sharing entries for specific objects. This configuration prevents unauthorized users from accessing imported data in the Archive widget while maintaining visibility for record owners.
• Prepare Your Data and AWS S3 Environment for Archive Import
  To successfully import offloaded Salesforce data into the Archive managed package, you must prepare your AWS S3 environment and format your data files correctly.
• Export Archive Search Results
  Set criteria to find target archived records in the Archive managed package and export the search results. You can download these search results as a CSV file.
• Export from Archive CSV to Download
  Export records from the Archive managed package by selecting single or multiple criteria.
• Export to Amazon S3 Bucket
  Export data from the Archive managed package to an Amazon S3 bucket. A S3 bucket covers prerequisites, important considerations, and detailed steps for setting up the export process. These steps include entering AWS credentials, choosing export settings, scheduling automatic exports, and verifying the export.
• Export to Azure Blob Storage
  Export archived data in the Archive managed package to Azure Blob Storage and include it in your external reports. Azure Blob Storage, part of Microsoft's cloud platform, is designed to handle large volumes of unstructured data, such as text files and binary data. This export capability supports Azure Data Lake Storage Gen2 for enterprise-level big data analytics.
• Archive Incremental Export
  Rather than exporting the entire dataset from the Archive managed package every time, export only the data that was changed or added since the last export.
• Archive Limitations
  Various limitations and unsupported features for archiving, unarchiving, and other functionalities within the Archive managed package, including policy record limits, object exclusions, and operational constraints.
• Image Limitations for Archive Content Notes
  Content Notes that contain embedded images can't be archived in the Archive managed package.
• Common Errors and Warnings in the Archive Managed Package
  Errors and warnings that occur when using the Archive managed package, and how to solve them.
• Salesforce Objects Excluded from the Archive Managed Package
  Objects excluded from the Archive managed package fall into one of these categories: non-deletable and non-queryable objects, or objects without relationship names.
• Create and Activate a Custom Archive Agent Action
  Activate a new custom capability for your Salesforce Agent in the Archive managed package.
• Search with the Archive Agent
  This article provides guidelines for effectively searching for archived records using the Archive Agent in the Archive managed package. It covers the most critical step of specifying an object directly in your search phrase, how to add criteria for accuracy, and how to work within system limitations to find the records you need.
• Troubleshoot Install or Upgrade Errors on Archive Managed Package v19.29
  When upgrading to the latest Archive managed package, you can receive an email with a Package Own Archive Install Failed message. Here are the two frequent errors that users encounter and how to resolve them.
• Resolve Archive Page Display Issues
  A recent display issue in Salesforce Lightning causes the Activities List View and the Policies (Deprecated) pages in the Archive managed package to display as empty, preventing access to options such as View and New.
• View the Archive Console
  View multiple Archive instances and their statuses from one platform in Archive Console.