Table of Contents

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  1. Preface
  2. Introduction
  3. Accessing Data Archive
  4. Working with Data Archive
  5. Scheduling Jobs
  6. Viewing the Dashboard
  7. Creating Data Archive Projects
  8. Salesforce Archiving
  9. SAP Application Retirement
  10. Creating Retirement Archive Projects
  11. Integrated Validation for Archive and Retirement Projects
  12. Retention Management
  13. External Attachments
  14. Data Archive Restore
  15. Data Discovery Portal
  16. Data Visualization
  17. Oracle E-Business Suite Retirement Reports
  18. JD Edwards Enterprise Retirement Reports
  19. Oracle PeopleSoft Applications Retirement Reports
  20. Smart Partitioning
  21. Smart Partitioning Data Classifications
  22. Smart Partitioning Segmentation Policies
  23. Smart Partitioning Access Policies
  24. Language Settings
  25. Appendix A: Data Vault Datatype Conversion
  26. Appendix B: Special Characters in Data Vault
  27. Appendix C: SAP Application Retirement Supported HR Clusters
  28. Appendix D: Glossary

Salesforce Archiving Overview

Salesforce Archiving Overview

You can archive data from Salesforce.com with the Data Archive Salesforce accelerator. After you archive data from Salesforce, you can use standard Data Archive features like compliance features, Data Discovery, and Data Visualization on the Salesforce data. Salesforce archiving does not support the restore functionality.
The Salesforce accelerator is licensed separately from Data Archive and you must install the accelerator after you install or upgrade Data Archive. After you install the accelerator, you might have to configure the
startApplimation.bat
/
startApplimation.sh
file or the internet browser to connect to Salesforce, if the ILM application server or the Enterprise Data Manager client is running behind a proxy server. For more information about proxy server settings, see the chapter "Starting Data Archive" in the
Data Archive Administrator Guide
. You must also configure certain permissions in the Salesforce profiles, users, and objects in order to archive or purge the data.
You can then import metadata from Salesforce through the Enterprise Data Manager and if necessary create custom Salesforce entities for archiving. The accelerator includes two standard entities, the Task and Event entities, that contain standard Salesforce tables that you might want to archive.
When you have configured the Salesforce entities that you want to archive, create a source connection to Salesforce in Data Archive and a target connection where the archived data will reside. Then you can configure the archive job and define the parameters for each entity before scheduling the job to run. When you define the parameters for the entities, you designate the Salesforce data to be archived. For example, you can archive data that was created before a certain date or created by a certain Salesforce user.
After the data is archived, you can use features like legal hold, tagging, and retention on the archived data. You can also search for the data in the Data Discovery Portal if it is archived to the Data Vault, or run reports on the data with the Data Visualization feature.
If you are an Informatica Cloud customer, you can view the archived Data Vault data from the Salesforce user interface. For more information about viewing data archived in the Data Vault through the Salesforce user interface, see the H2L "Viewing Data Vault Data in Salesforce with Informatica Cloud."

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