I am looking to understand what happens to the archived records in Salesforce. Will they still be reportable? Other than reportability what are other characteristics of archived records? Can I save space by marking records as Archived in Salesforce?
1 Answer
After Salesforce archives activities, you can view them in exported data and in certain locations in Salesforce Classic. Activities are archived regardless of whether you use Salesforce Classic, Lightning Experience, or Salesforce1. However, although you can view archived activities in exported data and in Salesforce Classic, you can’t view them in Lightning Experience or Salesforce1.
You can view archived activities in these locations.
Viewing Archived activities
- In Salesforce Classic, by clicking View All in the Activity History related list
- In Salesforce Classic, in the printable view of the record in the Name or Related To field
- By using the URL for the activity, if you know it
- In weekly data export files
for details, kindly review this aricle.
Deleting Archived activites
First, export archived activities by following these steps:
Click on the Export All button (the Export button will not work in this particular case)
Select Tasks or Events
Select the Id field and other desired fields for export and set a condition filter: IsArchived Equals TRUE
- Click on Add Condition
- Finish
Now, the resulting file will contain the Ids for archived activities which you can use then use to perform a delete operation with Data Loader.
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I don't think so. Archived records can still be accessed using data loader or
queryAll()
. Archived records reside in the object withisArchived
field set toTrue
.– MahmoodCommented Mar 2, 2017 at 10:34 -
So if you are looking to save storage, you can export the data and take back up. Then
delete
the archived records using delete procedure explained above.– MahmoodCommented Mar 2, 2017 at 10:36