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Archive Search
To access archived data in the Archive managed package, use Archive Search to find archived records related to your org.
Important Considerations
- The Archive Policy permission set automatically provides permission to the Archive Search.
- Users with Archive Search access can view all records. We recommend limiting this permission to admins only.
- Archive Search provides read access to the entire archive.
- Archive Search doesn't currently enforce role hierarchy, sharing, or visibility rules. Standard users are required to use the Archive Widget, where these rules are enforced.
- Archive Search FAQs
Frequently Asked Questions related to Archive Search in the Archive managed package.
Use Archive Search
- Go to the Archive Search tab.
-
Enter search criteria by using one of these searches.
- To apply a fuzzy search, the term can have a single value with an
asterisk (
*). - Select an object and field from the dropdown list.
- Search the Archive base for any ID or text string in the Term field.
Note To avoid an error message, enter a term for a specific field. - To apply a fuzzy search, the term can have a single value with an
asterisk (
-
To specify the date range, select a value from the dropdown list.
-
Value Description Adjust Date RangeAdjust the default date range as required. 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.Own Archive Date:Time and date when the record was archived.
Default Date RangeThe default To Date value is set to the current day, and the default From Date value is set to one week ago.
-
-
To begin the search, go back to the Term field and click
Enter.
The search results are shown as configured in your Salesforce global search settings.
Search Limitations
| Limitation | Description |
|---|---|
| Boolean Expressions | Searches such as AND or OR
aren't supported. Both search terms are required to consider a
match. |
| Case Sensitivity | Search isn't case-sensitive. |
| Email Addresses | Search is for the whole email address only. |
| 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 searching.
|
| Indexed Fields | Only indexed fields are searchable. Non-indexed fields appear in the Archive Settings > Search > Archive Search Layout under the Available Fields list with an asterisk. |
| Record Retrieval | Records are retrieved by searching for their 18-character Salesforce ID. |
| Related Records | Viewing related records is limited to 200 records. To view all related records, search according to the root record in the Search filter. |
| Regular Expressions | Searches such as ab*c aren't
supported. |
| Subset Search | Searching for a subset of a word or term isn't supported. The Contains function isn't available. |
| 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
Frequently Asked Questions related to Archive Search in the Archive managed package.
Q. Why can't I see the Archive Search tab?
A. Make sure that you have Archive Search permission set on your org.
Q. How can I improve my Search?
A. Try these methods.
- Locate the record ID and search for it.
- Search for the owner ID of the record, rather than the Owner display name, which is not searchable.
- If you still can't find what you're looking for, please contact Support and
provide these details.
- Search term(s)
- What you were expecting to see (sObject type, number of records, or missing child/root records).
- When you think the result was archived (audit file/request ID, if available)
Q. I can't find a particular record in Archive. What could be the problem?
A. It can take up to two hours to see archived data in the Archive Search Results due to a sync process between the Archive DB and the search engine.
Q. Are any sObjects not searchable?
A. These sObjects aren't searchable: Relation, History, Share, Feed.
Q. Can I search within an Email Message?
A. You can search for the email subject or sender name, but searching for the email content isn't supported.
