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. Data Privacy
  18. Oracle E-Business Suite Retirement Reports
  19. JD Edwards Enterprise Retirement Reports
  20. Oracle PeopleSoft Applications Retirement Reports
  21. Language Settings
  22. Appendix A: Data Vault Datatype Conversion
  23. Appendix B: Special Characters in Data Vault
  24. Appendix C: SAP Application Retirement Supported HR Clusters
  25. Appendix D: Glossary

Salesforce Archiving Process

Salesforce Archiving Process

To archive Salesforce data, complete the following tasks:
  1. Install the Data Archive Salesforce accelerator.
  2. Configure the Salesforce permissions that are required to archive and purge data.
  3. In the Enterprise Data Manager, connect to Salesforce to import metadata from Salesforce and configure the archive entities and business rules.
  4. In the Data Archive user interface, create a Salesforce source connection.
  5. Create the archive project, and define the parameters for the entities included in the project. Schedule the project to run.

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