Pages

Wednesday, March 27, 2013

Salesforce: Activities Archived

One day, a user comes to me, "Why I do not see some of my activities in the report, although they are visible in the page layout related list from an object"?

This is because Salesforce archive activities (tasks and events) that are over a year old, for activity with criteria:
  • Events with an ActivityDateTime or ActivityDate value greater than or equal to 365 days old
  • Tasks with an IsClosed value of true and an ActivityDate value greater than or equal to 365 days old
  • Tasks with an IsClosed value of true, a blank ActivityDate field, and created date is greater than or equal to 365 days ago

If you are using Data Loader, you need to select Export All instead of Export, and if using other API tools, make sure it calls queryAll() instead of query() function.

You also can filter on the isArchived field to find only the archived records. You can update or delete archived records, though you cannot update the isArchived field. If you use the API to insert activities that meet the criteria listed below, the activities will be archived during the next run of the archival background process.

Even the activities are archived, users will still see the activities in the Lightning page (under Activities component), Salesforce does not delete the records, so you can open the activity if you have the Activity Id. 

The activities archived will no longer show in the Salesforce report and standard API call.

If you are using Einstein Analytics dataflow, archived records will not be retrieved from the sfdcDigest node, feel free to vote this idea.


Last updated: 7-Jan-2021

No comments:

Post a Comment

Page-level ad