Search for and view the records you've archived in the Archive managed package. Archive Search doesn't enforce role hierarchy, sharing, or visibility rules, so limit access to admins. Standard users use the Archive Widget.
Before you use Archive Search, keep these points in mind.
- The Archive Policy permission set automatically grants access to Archive Search.
- Users with Archive Search access can view all records. Limit this permission to admins.
- Archive Search provides read access to the entire archive.
- Archive Search doesn't enforce role hierarchy, sharing, or visibility rules. Standard users use the Archive Widget, which enforces these rules.
- 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 your search criteria.
- To search a specific field, select an object and a field from the dropdown list.
- To search all indexed fields, enter an ID or text string in Term.
Note To avoid an error message, enter a term for a specific field. -
Optionally, to specify the date range, select a value from the dropdown list.
Value Description Adjust Date Range Adjust the default date range. 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.
The default To Date is the current day, and the default From Date is one week ago. -
To begin the search, go back to Term and press Enter.
Archive Search shows results based on your Salesforce global search settings.Note The number of results is an approximation. To see the exact count, select Show more results at the end of the list.
Search Limitations
| Limitation | Description |
|---|---|
| Boolean Operators | Boolean operators such as AND or OR
aren't supported. A result appears only when both values in the
search match. |
| Case Sensitivity | Search isn't case-sensitive, except for field-level searches that end in an asterisk (*). For most of those searches, enter the term in lowercase. |
| Email Addresses | Search matches only the whole email address. |
| Excluded Objects | Archive Search excludes some objects by default. They
don't appear as searchable options, even when their records are
archived. For example, LiveChatTranscriptEvent
isn't searchable. |
| Filtered Objects |
Objects with these suffixes aren't searchable:
|
| Fuzzy Searches | For how fuzzy searches work, see Fuzzy Searches. |
| Indexed Fields | Only indexed fields are searchable. Non-indexed fields appear in , marked with an asterisk in the Available Fields list. |
| Record Retrieval | To find a record, search for its 18-character Salesforce ID. |
| Related Records | View up to 200 related records. To view all related records, search by the root record in the Search filter. Related records appear in the order in which they were archived, not in a preset order or the order set by the root record's page layout. |
| Search Result Memory Limit | As the Archive Search widget formats result rows, it monitors the total memory used
by the Apex transaction and stops if usage exceeds 95% of the available heap, approximately
9.5 MB. This shared limit applies across all returned rows, selected fields, and processing
overhead. It doesn't apply to individual fields or response size. Large fields such as
EmailMessage.HtmlBody consume more memory and can reduce the number of results
returned. To optimize results, select only the fields you need and avoid large text fields when
possible.
|
| 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.
Fuzzy Searches
Archive splits each text value into separate searchable pieces, called tokens, and stores them in lowercase. When you search with an asterisk (*) at the end of a term, Archive removes the asterisk and looks for tokens that match within two character edits of what you typed.
Archive splits at spaces, hyphens, and most punctuation. It keeps letters and digits together and keeps underscores and periods inside a token.
R-0001becomesrand0001.INV-2024-0042becomesinv,2024, and0042.Acme CorpandAcme-Corpboth becomeacmeandcorp.ABC123stays one token:abc123. So doesCASE00012345.abc_123stays one token:abc_123.john.smith@example.combecomesjohn.smithandexample.com.- Archive splits text in languages written without spaces, such as 東京支店, into single characters.
For most fields, a search ending in * isn't a "starts with"
search. Archive compares your term against each token
individually. An edit is one added, removed, or changed
character. In field-level searches, uppercase counts as an edit because tokens are
lowercase.
2024*findsINV-2024-0042, because2024is one of its tokens.acm*findsAcme, becauseacmis one edit away fromacme.INV*finds nothing, becauseINVis three edits away from the tokeninv.INV-2024*finds nothing, because Archive comparesINV-2024separately against each token, and none match within two edits.corp*doesn't findAcme Corporation, becausecorporationis seven edits fromcorp.acme*also findsAcne Group, becauseacmeis one edit away fromacne.- For most fields,
*on its own finds nothing.
To get relevant results, use one of these approaches.
- Search for the exact value, such as
INV-2024-0042. - Search for a single token, such as
2024. - Narrow your search.
These ID fields require an exact match and don't support fuzzy search:
AccountIdActivityIdCaseIdContactIdCreatedByIdIdLastModifiedByIdLeadIdOwnerIdParentIdpolicy_idRelatedToIdWhatIdWhoId
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.