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

Step 5. Create the Salesforce Archive Project

Step 5. Create the Salesforce Archive Project

After you have configured the entities that you want to archive, created a source connection, and designated or created a target connection, you can create the archive project and schedule it to run.
The process of creating a Salesforce archive project is the same as the process for archiving other applications. You name the project; select whether you want to archive, purge, or archive and purge the data; and select the Salesforce source connection that you created as well as a target connection.
When you identify the entities that you want to include in the archive project, you provide values for the entity parameters to identify the data that you want to archive. For example, you can archive all the data created before a certain date, or all of the data created by a certain Salesforce user. For more information about the entity parameters, see the "Salesforce Accelerator" chapter in the
Enterprise Data Manager Guide
.
After you configure the parameters for the entities that you want to archive, you can configure the steps of the archive project and schedule it to run.

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