Thursday, August 24, 2017

Some old Task/Events not showing in Salesforce


About Archived Activities


Available in: All Editions except Database.com

Salesforce archives activities according to these conditions.

  • Events with a due date greater than 365 days old
  • Closed tasks with a due date greater than 365 days old
  • Closed tasks without a due date and created more than 365 days ago
Additional considerations for activity archiving:
  • Archiving occurs weekly at approximately 5:00 AM Greenwich Mean Time (GMT) on Saturday.
  • Archived activities can be viewed only in export files, printable view, or by clicking View All on the Activity History related list. You can also view an archived activity if you know the URL for the activity.
  • Administrators can delete archived activities using Mass Delete.
  • Archived tasks are not included in reports. However, you can report on open or completed tasks.
Excluding old, closed activities from the activity reports increases the performance of these reports so that managers can quickly see where their reps are spending their time.

Activities that meet the following conditions are archived and not available in reports, list views, or through search:

1. Events with a due date greater than 365 days old.

2. Closed tasks with a due date greater than 365 days old.

3. Closed tasks with no due date will be archived based on the create date.

However, the activities that are more than one year old are still visible from the record they are associated with. Open tasks will not be archived. For example, you can see all activities {ever} delete associated with an account, contact, lead, opportunity, case or campaign when you view that record. Simply click on the "view all" button to see a complete view of all activities. Old activities are also included in the printable view for each record.

If you want, you can log a Feature Activation case with salesforce to extend the archive period. The period can be extended up to 5 years instead of the default archive time limit of one year. Extending this limit for activity archiving may potentially have an impact on performance and data storage.

For example, increasing the time limit for archiving activities may impact the performance of activity reports and list views if they are not efficiently scoped by filter criteria.

For organizations with small activity data volumes, this impact may be negligible.

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