--- schema_version: "1" id: 95e66a3fa62890f6acf1349196a9573d10300a453dc2a297d452006b41d17b80 title: Configure Archive Settings collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/archive_configure_archive_settings.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.archive_configure_archive_settings.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e5b12327c045ab433acbec152f03a84129024c77da4b4b3faebd2ef3d6332287 description: Configure settings to archive, unarchive, purge, search, display, and export records in the Archive app. products: - Salesforce Platform - Cross Cloud release: "264" --- # Configure Archive Settings Configure settings to archive, unarchive, purge, search, display, and export records in the Archive app. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-setup-264-0-0-production-enus/6f21df35-9ea0-4f53-ac94-45c3b5dfd5bc/images/icon_note.png) Note Users must have the Archive Admin or Archive Settings permission set assigned. ## View Organization Information To review org details such as Organization ID, Organization Type, and Region, go to Org Information. If your Archive is in a Hyperforce region, the Region field shows only **Hyperforce**. If your Archive is in a non-Hyperforce region, the field shows the specific region name. With a Salesforce Shield or Shield Platform Encryption add-on license, Org Information also shows your encryption key status. - **Active**: Archive can access your encryption key, and your archived data is encrypted. - **Encrypting**: Archive is encrypting your data. A progress percentage shows the operation's progress. - **Decrypting**: Archive is decrypting your data. A progress percentage shows the operation's progress. - **Key Inactive**: Archive can't access your encryption key. Restore access in Shield Platform Encryption to keep your archived data accessible. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-setup-264-0-0-production-enus/6f21df35-9ea0-4f53-ac94-45c3b5dfd5bc/images/icon_note.png) Note Shield Platform Encryption integration is available only in a Hyperforce archive region. Key activation and management happen in Shield Platform Encryption, not in Archive Settings. For Hyperforce availability details, see [Hyperforce Infrastructure in the Archive App](https://help.salesforce.com/s/articleView?id=xcloud.archive_hyperforce_infrastructure.htm&release=264.0.0&type=5 "Your Archive region—not your Salesforce org's Hyperforce status—determines whether Archive uses an authenticated user or the Platform Integration User (PIU), and which setup, security, and import and export options you see."). For more information about Shield Platform Encryption, see [_Salesforce Help_: Strengthen Your Data's Security with Shield Platform Encryption](https://help.salesforce.com/s/articleView?id=xcloud.security_pe_overview.htm&type=5&language=en_US). ## Validate or Change the Authenticated User To view the username, email, user ID, or to change the Authenticated User, go to the Authenticated User tab. ## Archive Settings - Configure Salesforce Data Protection Period: Set a default protection period of up to 365 days based on `LastModifiedDate`. Unless you set custom values, Salesforce Data Protection Period prevents the archiving of recently modified records. - Bypass Data Protection for Integration User Updates: Bypass protection for records updated by the Integration User. - Use Hard-Delete During Archive: Permanently delete records instead of sending them to the Recycle Bin. This setting requires the Bulk API Hard Delete user permission. If a record has lookup children, it’s sent to the Recycle Bin even if this setting is enabled. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-setup-264-0-0-production-enus/6f21df35-9ea0-4f53-ac94-45c3b5dfd5bc/images/icon_note.png) Note This setting requires Bulk API permissions. For more information, see [Salesforce Bulk API Hard Delete Permissions](https://help.salesforce.com/s/articleView?id=000385694&type=1&language=en_US). - Archive Accounts with Closed-Won Opportunities: Archive accounts with Closed-Won opportunities, overriding Salesforce's default data protection. - Exclude Specific Objects from Archiving: Exclude object types, such as Feed, History, Share, or objects with formula fields, from all archiving processes. These objects are deleted from Salesforce and excluded from Archive. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-setup-264-0-0-production-enus/6f21df35-9ea0-4f53-ac94-45c3b5dfd5bc/images/icon_note.png) Note Skipped fields appear empty in Archive Search. - Configure Person Account Settings: View a Person Contact child records for Person Accounts. This feature is available only if enabled in your org. - Same Root & Child Filter: Archive an object by filtering out root IDs where a child record is the same type as the root record. - Exclude Records with External Files: Prevent the archiving of files that are linked to external references. - Exclude ContentDocuments with Non-Archived Parents: Exclude ContentDocuments related to root records that remain unarchived. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-setup-264-0-0-production-enus/6f21df35-9ea0-4f53-ac94-45c3b5dfd5bc/images/icon_note.png) Note A ContentDocument is only archived if the archived root record is the last or sole relation to the ContentDocument. - Retry Bulk Delete: When Hard-Delete is active, the Bulk Delete API handles parent records without lookup child records. If a delete operation fails, the operation is retried in smaller batches to improve success rates. - Archive EmailMessages with Related Tasks: Archive an EmailMessage and all its related Task records. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-setup-264-0-0-production-enus/6f21df35-9ea0-4f53-ac94-45c3b5dfd5bc/images/icon_note.png) Note Enhanced Email must be enabled. - Archive Digital Signatures: Archive digital signature records collected in Salesforce Field Service when their related root records are archived. - Enable Archiving of Objects with Missing Relationship Names: Add cascade-delete support for objects without a defined relationship name in their schema. ![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-setup-264-0-0-production-enus/6f21df35-9ea0-4f53-ac94-45c3b5dfd5bc/images/icon_warning.png) Warning Objects archived with this setting turned on can't be unarchived later because the system has no relationship path to follow for restoration. - Unsupported Child Object Handling: Controls how archive policies handle child objects that can't be archived. When enabled, policies skip unsupported child objects instead of failing. When disabled (default), policies fail when they encounter an unsupported child object, requiring manual adjustment. Archive excludes non-creatable objects from policies because archived data can't be unarchived if the object doesn't support record creation. ![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-setup-264-0-0-production-enus/6f21df35-9ea0-4f53-ac94-45c3b5dfd5bc/images/icon_warning.png) Warning When this setting is on, policies skip child objects, which can cause data loss or orphaned relationships when you archive root records. - Import data from a Heroku source to Salesforce: Enable unarchive record from archived Format and import data from a Heroku source to Salesforce. ## Unarchive Settings - Unarchive Retention Period: Specify the retention period, in days, to prevent recently unarchived records from being rearchived. - Preserve Original Case Number: When unarchiving a Case record, create a custom field to preserve the original Case Number. - Nullify EmailMessage Created By ID Pre-Insertion: Clear the original Created By ID for email messages. - Automatically Retry Email Address Validation Errors: Retries unarchiving if Salesforce address restrictions cause a failure. The `ValidatedFromAddress` field is cleared and the operation is retried using the `FromAddress` to restore the record. - Unarchive History Records: Restore history records to a copy of the original history object. To restore history records, create a custom object with a Copy suffix, such as Account History Copy. Then verify that all the fields of the new history object match the fields of the original history object. - Handle Private Libraries During Unarchive: Automatically clears or adjusts ContentVersion fields that reference a user's private library during unarchive. This setting prevents errors during unarchive operations or when unarchiving content from former users whose private libraries no longer exist. - Unarchive Related References Management: Select one of these options for related references during unarchiving. - Ignore Related References: Unarchive only the selected item without affecting other records. This value is the default value. - Nullify Related Reference Links: Remove references to other records outside the archive process. - Unarchive with Related References: Unarchive related records and maintain relationships. - Integration User for Inactive Owners: When the original record owner is inactive, Archive assigns the record to the Integration User and retries the unarchive operation. ## Purge Settings - Archived Data Protected from Purge: Define the number of days archived data is protected from purge policies, which permanently remove data. ## Search and Display Options - Archive Search Layout: Select up to 15 fields for the layout. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-setup-264-0-0-production-enus/6f21df35-9ea0-4f53-ac94-45c3b5dfd5bc/images/icon_note.png) Note Non-indexed fields can take longer to retrieve. - Archive Component Search Layout: Select up to 15 fields for the layout. - Index Fields Setup: Archive automatically indexes up to 1,000 fields per org, and then automatic indexing stops. To index more fields that matter for your searches, select them here. Identify non-indexed fields and verify how many fields remain in your quota. For more information, see [Manage Index Fields in the Archive App](https://help.salesforce.com/s/articleView?id=xcloud.archive_manage_index_fields.htm&release=264.0.0&type=5 "Efficient management of index fields in the Archive app is essential for optimizing search and query performance. Archive automatically indexes certain fields based on internal algorithms. However, some fields can't be indexed at all, and you configure others manually. The Index Fields Setup feature shows admins which fields are indexable so that they can manually select fields to improve search performance."). - Archive Component Restriction Rules: Create rules to restrict the data visible in the Archive Component. You can restrict up to 5 objects. Users can only see child records that follow your org's sharing settings. For more information, see [Archive Component Restriction Rules](https://help.salesforce.com/s/articleView?id=xcloud.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 in the Archive app. Applicable to Archive Single Objects and Archive Multiple Objects components."). ## Export Settings - By default, to test the connection to your external target, Archive writes a small test file and then immediately deletes it. This standard test verifies that the app has both write (PUT) and DELETE permissions. To skip the delete step of this test, select **Check Connection via PUT Only**. When enabled, the connection test only writes the file and confirms a successful write. - By default, the Archive App automatically filters out and excludes objects with standard suffixes, as they typically contain auto-generated system data or auditing information. To turn off this filter and include these object types in your export, select **Suffixes Included**. This setting applies to objects with these suffixes. - `Share` - `Feed` - `History` - `Relation` - `Role` - Similar to the standard suffix objects, `LiveChatTranscriptEvent` objects are automatically excluded from exports by default. To include this specific object type in your archive, select **LiveChatTranscriptEvent Included**. - Some storage endpoints, such as AWS S3, require a Server-Side Encryption (SSE) header to be explicitly present to accept the connection and enforce server-side encryption. To include the SSE header in all export requests, select **Send SSE Header Explicitly**. #### See Also - [Same Root and Child Filter](https://help.salesforce.com/s/articleView?id=xcloud.archive_create_policies.htm&release=264.0.0&type=5 "To select specific records for archiving, define filters, schedule a process, and set data retention periods, create a policy in the Archive app.") - [Manage Archive Component Controls and Layout](https://help.salesforce.com/s/articleView?id=xcloud.archive_manage_widget_controls_and_layout.htm&release=264.0.0&type=5 "Manage the display and configuration of objects within the Archive component, defining both root and child objects that end users can query. Also, the layout provides insights into root-child object relationships via the Is Root identifier.") - [Archive Component Restriction Rules](https://help.salesforce.com/s/articleView?id=xcloud.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 in the Archive app. Applicable to Archive Single Objects and Archive Multiple Objects components.") - [Manage Index Fields in Archive](https://help.salesforce.com/s/articleView?id=xcloud.archive_manage_index_fields.htm&release=264.0.0&type=5 "Efficient management of index fields in the Archive app is essential for optimizing search and query performance. Archive automatically indexes certain fields based on internal algorithms. However, some fields can't be indexed at all, and you configure others manually. The Index Fields Setup feature shows admins which fields are indexable so that they can manually select fields to improve search performance.") - [Retention vs Purge Policies in Archive](https://help.salesforce.com/s/articleView?id=xcloud.archive_retention_vs_purge_policies_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.") - [Purge Policies](https://help.salesforce.com/s/articleView?id=xcloud.archive_purge_policies.htm&release=264.0.0&type=5 "Define data removal policies for archived records in the Archive app. Purge policies override the original data retention expiration set at the time of archiving. When designated to do so, purge policies permanently delete data.") - [Manage Related Records During Unarchive](https://help.salesforce.com/s/articleView?id=xcloud.archive_unarchive_from_archive_search_or_widget.htm&release=264.0.0&type=5 "Restore archived records with Archive Search or the Archive component in the Archive app.") - [Exclude Records with External References When Archiving](https://help.salesforce.com/s/articleView?id=xcloud.archive_unarchive_from_archive_search_or_widget.htm&release=264.0.0&type=5 "Restore archived records with Archive Search or the Archive component in the Archive app.") - [Use Enhanced Email for More Email Functionality](https://help.salesforce.com/s/articleView?id=sales.emailadmin_enhanced_email_overview.htm&type=5&language=en_US)