Get Started with the Archive Managed Package

To get started with the Archive managed package, review this compilation of articles, walkthroughs, and videos.

Note This content relates to Archive. For Salesforce Archive, see Store Data Externally with Salesforce Archive.

For a more detailed guide, see Self-Service Onboarding for Archive.

1. Start by outlining archiving objectives, identifying what data must be retained, and setting goals for success. Consider what records need to be archived or purged.
2. Install and Configure the Package—Set up a Salesforce Authenticated User with the necessary permissions.
3. Add an Archive Service to the Archive Console—Onboard orgs for cross-region monitoring, BYOK and multi-level archiving capabilities.
4. Create Policies: Review policy creation from the Archive Console and the Archive Package and learn about Archiving ContentDocuments, Field Level Security (FLS) Reports, and Unarchiving.
5. Configure Archive Search and Archive Widget for archived data display within Salesforce.
   

   Note Archive automatically indexes most fields so that your records are easy to search. Automatic indexing covers up to 1,000 fields per org and then stops. If a field that matters for your searches isn't indexed, manually index it in Index Fields Setup. See Manage Index Fields in Archive.
6. Troubleshooting—To resolve issues, reference the error logs and troubleshooting guide.

Note The file storage pricing for Archive is calculated at 10% of the actual gigabytes (GBs) used. For example, if an org stores 100GBs of files in Archive, the effective storage GBs that are charged to the customer is 10GBs.