Add Objects to a Legacy Salesforce Archive Policy

To specify the records and files that you want to archive, add an object to your Legacy Salesforce Archive policy. While configuring the object, you determine which records to process, how to handle related files and attachments, and which related objects to archive in addition to the primary object.

Required Editions

Available in: Developer, Enterprise, Performance, and Unlimited Editions. Requires the Salesforce Archive license.

User Permissions Needed
To create, edit, and schedule Archive Policies:	Manage Archive Policies

Note This content relates to Legacy Salesforce Archive. Read about the Archive managed package in Own from Salesforce.

To configure an object, complete these tasks.

• Identify Object Records that You Want to Archive
  Select an object and apply filter conditions. You can archive records that meet any condition, all conditions, or a custom set of conditions in Legacy Salesforce Archive.
• Configure Files and Attachments for Archived Records in Legacy Salesforce Archive
  Select what happens to files and attachments when their associated records become archived in Legacy Salesforce Archive.
• Archive Related Objects in Legacy Salesforce Archive
  Select any related objects in Legacy Salesforce Archive that you want to archive in addition to the primary object.