--- schema_version: "1" id: a6087751b32ac8d5393540b0a47039e2f7bc0e535e731ff0c10434b37fa22624 title: Self-Service Onboarding for the Archive Managed Package collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/archive_o_self_service_onboarding_for_archive.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.archive_o_self_service_onboarding_for_archive.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e37926a87df3e24fc68814e0feca6f94806440a290d20462cf5b0fdc1ae92b7c description: The Archive managed package helps businesses remove unnecessary data and minimize storage usage, reducing costs, and enhancing operational efficiency. Archive helps you keep old data that is no longer useful, but must be stored for data retention rules or legal reasons. products: - Security - Salesforce Platform release: "264" --- # Self-Service Onboarding for the Archive Managed Package The Archive managed package helps businesses remove unnecessary data and minimize storage usage, reducing costs, and enhancing operational efficiency. Archive helps you keep old data that is no longer useful, but must be stored for data retention rules or legal reasons. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-own_from_salesforce-264-0-0-production-enus/8ac98673-ede2-4046-a41e-2d5c846f24ff/images/icon_note.png) Note This content relates to Archive. For Salesforce Archive, see [Store Data Externally with Salesforce Archive](https://help.salesforce.com/s/articleView?id=xcloud.archive_overview.htm&type=5&language=en_US). Each phase of this guide offers a smooth transition to an improved storage model. You can define your archive goals, set up user access, and create production policies. ## Define Business Use Cases Lay the foundation by defining key business objectives that guide your archive policies. - Plan for Success: Work with business teams to understand archiving goals and success metrics. - Define Archiving Needs: Outline what records need [archiving](https://help.salesforce.com/s/articleView?id=platform.archive_o_get_started_with_archive_policies.htm&release=264.0.0&type=5 "Create automated jobs on a regular cadence to either archive data from Salesforce according to your needs, or purge from the Archive managed package for compliance or other requirements.") or [purging](https://help.salesforce.com/s/articleView?id=platform.archive_o_purge_policies.htm&release=264.0.0&type=5 "Meet data removal rules by setting purge policies in the Archive managed package that go over the original data expiration set when archiving. These policies permanently delete data.") using storage analysis. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-own_from_salesforce-264-0-0-production-enus/8ac98673-ede2-4046-a41e-2d5c846f24ff/images/icon_note.png) Note Set up a Salesforce [Authenticated User](https://help.salesforce.com/s/articleView?id=platform.archive_o_auth_user_permission_requirements.htm&release=264.0.0&type=5 "Required setup and configuration for an Authenticated User in the Archive managed package.") with the necessary permissions. Familiarize yourself with these key features: - [Archive Dashboard](https://help.salesforce.com/s/articleView?id=platform.archive_o_archive_dashboard.htm&release=264.0.0&type=5 "The Archive managed package dashboard provides a comprehensive overview of your data, file storage capacity, and other essential metrics.") - [Archive Storage Analyzer](https://help.salesforce.com/s/articleView?id=platform.archive_o_archive_storage_analyzer.htm&release=264.0.0&type=5 "Analyze data and file storage consumption in your org to identify archiving opportunities and create policies directly from the analysis workflow.") - [Archive Settings](https://help.salesforce.com/s/articleView?id=platform.archive_o_archive_settings.htm&release=264.0.0&type=5 "Configure Archive Managed Package 24 Settings and later. You can access all settings outlined here from the Settings tab in the Archive Managed Package.") - [Create Archive Policies](https://help.salesforce.com/s/articleView?id=platform.archive_o_create_policies_from_archive_package.htm&release=264.0.0&type=5 "Create an archive policy for objects that you want to archive.") ## Add a Service to the Archive Console (~2 hours) Purpose: The Archive Console streamlines monitoring, supports multiple orgs, simplifies policy management, and enhances security with BYOK functionality for AWS and Azure. - Access the Own Platform and log in to the [Archive Console](https://help.salesforce.com/s/articleView?id=platform.archive_o_view_the_archive_console.htm&release=264.0.0&type=5 "View multiple Archive instances and their statuses from one platform in Archive Console."). Add a [new service](https://help.salesforce.com/s/articleView?id=platform.archive_o_view_the_archive_console.htm&release=264.0.0&type=5 "View multiple Archive instances and their statuses from one platform in Archive Console.") to the Archive Console. - Leverage the Archive Console's features to: - [Monitor](https://help.salesforce.com/s/articleView?id=platform.archive_o_view_the_archive_console.htm&release=264.0.0&type=5 "View multiple Archive instances and their statuses from one platform in Archive Console.") activities across multiple Archive services. - [Create](https://help.salesforce.com/s/articleView?id=platform.archive_o_view_the_archive_console.htm&release=264.0.0&type=5 "View multiple Archive instances and their statuses from one platform in Archive Console."), edit, and [import](https://help.salesforce.com/s/articleView?id=platform.archive_o_view_the_archive_console.htm&release=264.0.0&type=5 "View multiple Archive instances and their statuses from one platform in Archive Console.") policies. - Secure your services using the [Bring Your Own Key (BYOK)](https://help.salesforce.com/s/articleView?id=platform.archive_o_view_the_archive_console.htm&release=264.0.0&type=5 "View multiple Archive instances and their statuses from one platform in Archive Console.") feature for [AWS](https://help.salesforce.com/s/articleView?id=platform.archive_o_view_the_archive_console.htm&release=264.0.0&type=5 "View multiple Archive instances and their statuses from one platform in Archive Console.") or [Azure](https://help.salesforce.com/s/articleView?id=platform.archive_o_view_the_archive_console.htm&release=264.0.0&type=5 "View multiple Archive instances and their statuses from one platform in Archive Console."). ## Create, Test, and Validate Policies (~1 week) Purpose: Create and test archiving policies in the Sandbox to establish alignment with use cases and expectations. - Policy Creation (~2 hours): Create Archive policies and [Multi-level](https://help.salesforce.com/s/articleView?id=platform.archive_o_view_the_archive_console.htm&release=264.0.0&type=5 "View multiple Archive instances and their statuses from one platform in Archive Console.") archiving from the Archive Console, archiving [ContentDocuments](https://help.salesforce.com/s/articleView?id=platform.archive_o_create_policies_from_archive_package.htm&release=264.0.0&type=5 "Create an archive policy for objects that you want to archive."), [EmailMessages with Related Tasks](https://help.salesforce.com/s/articleView?id=platform.archive_o_create_policies_from_archive_package.htm&release=264.0.0&type=5 "Create an archive policy for objects that you want to archive."), and more. - [Field Level Security Validation](https://help.salesforce.com/s/articleView?id=platform.archive_o_archive_field_level_security_fls.htm&release=264.0.0&type=5 "Field-level security (FLS) settings in Salesforce are used to prevent access to specific fields in the Archive managed package."): After running the policy, confirm the Authenticated User's access to all necessary fields. - [Unarchive Testing](https://help.salesforce.com/s/articleView?id=platform.archive_o_unarchive_from_archive_search_or_widget.htm&release=264.0.0&type=5 "Restore archived records with Archive Search or Archive Widget in the Archive managed package."): Now that we've tested archiving records, let's verify that we can Unarchive a test record. - [Purge vs. Retention](https://help.salesforce.com/s/articleView?id=platform.archive_o_retention_vs_purge_policy_in_archive.htm&release=264.0.0&type=5 "Retention sets how long Archive keeps records. A purge policy deletes records before that period ends, such as for Right to Be Forgotten requests."): Review guidelines on when to use each policy type. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-own_from_salesforce-264-0-0-production-enus/8ac98673-ede2-4046-a41e-2d5c846f24ff/images/icon_note.png) Note Finalize validation before promoting policies to Production. ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-own_from_salesforce-264-0-0-production-enus/8ac98673-ede2-4046-a41e-2d5c846f24ff/images/icon_tip.png) Tip Test policies via increasing record size batches (10, 100, 1,000, 10,000 records). To verify that your policies are effective and accurate per your business use case, run test policies with progressively larger data batches. ## Define the User Experience (~4 hours) Configure [permissions](https://help.salesforce.com/s/articleView?id=platform.archive_o_auth_user_permission_requirements.htm&release=264.0.0&type=5 "Required setup and configuration for an Authenticated User in the Archive managed package.") and the Archive widget to provide end users with intuitive access to archived data within your Salesforce org. - User Access Planning: Determine who needs policy setup, archive viewing, and unarchived records. - [Archive Widget Setup](https://help.salesforce.com/s/articleView?id=platform.archive_o_set_up_archive_widget.htm&release=264.0.0&type=5 "Display archived data as related lists within Salesforce. Even though the data has been archived and is no longer stored directly in Salesforce, end users can still access and view the data in the familiar Salesforce interface in the Archive managed package."): Configure the widget for archived [data display](https://help.salesforce.com/s/articleView?id=platform.archive_o_view_the_archive_console.htm&release=264.0.0&type=5 "View multiple Archive instances and their statuses from one platform in Archive Console.") within Salesforce. - Additional Reading: Reference articles on [widget controls](https://help.salesforce.com/s/articleView?id=platform.archive_o_view_the_archive_console.htm&release=264.0.0&type=5 "View multiple Archive instances and their statuses from one platform in Archive Console."), [restrictions](https://help.salesforce.com/s/articleView?id=platform.archive_o_archive_widget_restriction_rules.htm&release=264.0.0&type=5 "Control end user visibility in Salesforce of specific archived records according to Object Sharing tables. Applicable to CustomListRelatedRecordArchivedWidget and CustomSingleRelatedRecordArchivedWidget in the Archive managed package."), custom [component creation](https://help.salesforce.com/s/articleView?id=platform.archive_o_widget_as_custom_visualforce_component.htm&release=264.0.0&type=5 "Create and show the CustomListRelatedRecordArchivedWidget and CustomSingleRelatedRecordArchivedWidget as custom Visualforce components in the Archive managed package."), [localization](https://help.salesforce.com/s/articleView?id=platform.archive_o_widget_language_localization.htm&release=264.0.0&type=5 "Translate Archive Widget into the local language of your end users in the Archive managed package."), and [Experience Cloud](https://help.salesforce.com/s/articleView?id=platform.archive_o_grant_widget_access_in_experience_cloud.htm&release=264.0.0&type=5 "To access the Archive Widget in the Archive managed package, Experience Cloud users must be assigned the appropriate permission set.") access. - Search Configuration: Set up [Archive Search](https://help.salesforce.com/s/articleView?id=platform.archive_o_archive_search.htm&release=264.0.0&type=5 "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.") for user and admin functions. - [Right to be Forgotten (RTBF)](https://help.salesforce.com/s/articleView?id=platform.archive_o_archive_sdk_rtbf.htm&release=264.0.0&type=5 "Data privacy regulations grant individuals the Right to Be Forgotten (RTBF), requiring organizations to erase personal data securely upon request. Archive SDK enables compliance by identifying and deleting specific data from the Archive managed package, ensuring thorough removal while preserving the integrity of other archived data."): Configure GDPR-compliant RTBF features. - Data Import: Review options for importing data from [AWS S3](https://help.salesforce.com/s/articleView?id=platform.archive_o_import_data_and_s3_environment.htm&type=5&language=en_US) - Data Export: Review options for exporting archived data to [AWS S3](https://help.salesforce.com/s/articleView?id=platform.archive_o_export_to_s3_bucket.htm&release=264.0.0&type=5 "Export data from the Archive managed package to an Amazon S3 bucket. A S3 bucket covers prerequisites, important considerations, and detailed steps for setting up the export process. These steps include entering AWS credentials, choosing export settings, scheduling automatic exports, and verifying the export.") or [Azure](https://help.salesforce.com/s/articleView?id=platform.archive_o_export_to_azure_blob_storage.htm&release=264.0.0&type=5 "Export archived data in the Archive managed package to Azure Blob Storage and include it in your external reports. Azure Blob Storage, part of Microsoft's cloud platform, is designed to handle large volumes of unstructured data, such as text files and binary data. This export capability supports Azure Data Lake Storage Gen2 for enterprise-level big data analytics.") for extended data analytics. - [Role-Based Access Control (RBAC)](https://help.salesforce.com/s/articleView?id=platform.archive_o_view_the_archive_console.htm&release=264.0.0&type=5 "View multiple Archive instances and their statuses from one platform in Archive Console."): Control access to activities within the Archive Console. ## Promotion to Production (~1 week) Move from Sandbox to Production with validated, tested settings. - Milestone Replication: To ensure consistency, repeat configuration steps in the target Production environment. - Permission Verification: Confirm the [Authenticated User](https://help.salesforce.com/s/articleView?id=platform.archive_o_auth_user_permission_requirements.htm&release=264.0.0&type=5 "Required setup and configuration for an Authenticated User in the Archive managed package.") and any additional Administrators performing Archive administrative activities have the Archive Admin permission set. Consider assigning the relevant permission sets to your end users. ## Troubleshoot Find guidance on resolving [common issues,](https://help.salesforce.com/s/articleView?id=platform.archive_o_common_errors_and_warnings_in_archive.htm&release=264.0.0&type=5 "Errors and warnings that occur when using the Archive managed package, and how to solve them.") reviewing error logs, and using available [tools](https://vimeo.com/786474201) to ensure the smooth operation of archiving policies and processes. - [Abort an Operation](https://help.salesforce.com/s/articleView?id=platform.archive_o_archive_package_activities_tab.htm&release=264.0.0&type=5 "View your archive and purge action history from the Activities tab in the Archive managed package. Download logs and reports for the different activities generated, initiate actions, and set up your own customized view."): Stop a policy mid-operation if needed. - [Undo an Operation](https://help.salesforce.com/s/articleView?id=platform.archive_o_archive_package_activities_tab.htm&release=264.0.0&type=5 "View your archive and purge action history from the Activities tab in the Archive managed package. Download logs and reports for the different activities generated, initiate actions, and set up your own customized view."): Restore records from completed Archive operations. - [Reauthentication](https://help.salesforce.com/s/articleView?id=platform.archive_o_reauthentification_for_archive.htm&release=264.0.0&type=5 "Re-authentication methods vary depending on the Archive managed package version installed."): Follow reauthentication steps as needed. #### See Also - [Archive ActivityFieldHistory](https://help.salesforce.com/s/articleView?id=platform.archive_o_create_policies_from_archive_package.htm&release=264.0.0&type=5 "Create an archive policy for objects that you want to archive.") - [Archive Archived Records in Salesforce](https://help.salesforce.com/s/articleView?id=platform.archive_o_create_policies_from_archive_package.htm&release=264.0.0&type=5 "Create an archive policy for objects that you want to archive.") - [Archive ContentDocuments Using Parent Object Filtering Criteria](https://help.salesforce.com/s/articleView?id=platform.archive_o_create_policies_from_archive_package.htm&release=264.0.0&type=5 "Create an archive policy for objects that you want to archive.") - [Archive Limitations](https://help.salesforce.com/s/articleView?id=platform.archive_o_archive_limitations.htm&release=264.0.0&type=5 "Various limitations and unsupported features for archiving, unarchiving, and other functionalities within the Archive managed package, including policy record limits, object exclusions, and operational constraints.")