Gearset

A quick intro into archiving your data with Gearset.

Data Archiving with Gearset

What data we capture when Archiving

We're commonly asked "Which permissions should be added to the authenticated user for Archiving"? Here, we address that question!

Gearset archiving solution - user permissions

Guidance on setting up your Salesforce org permission in preparation to use Gearset's Archiving feature

Archiving preparation: how to set up your org permissions

Steps on how to create a new archive and policy.

Create a new Archive and Policy

This article includes information on what each permission enables, and how these can be used to manage user control.

How to set archiving permissions

Detailed context on how to edit an existing archive.

How to edit an Archive

Detailed steps outlining how to edit an existing policy.

How to edit a Policy

Detailed context on archive retention rules

How to configure retention rules for your archived data

Learn how to restore data that was archived using either of the restoration methods

Restoring data from an Archive

How you can decide which related records, such as Content files, are archived

Archiving policies - junction object behavior

Guide on temporarily disabling and the reactivation of Automation (triggers and flows) for archiving policy runs

Disabling Automation for Archiving

This document covers how fix the automatic re-enabling of triggers and flows after an archive run if your your apex tests are failing.
This error shows on deployment: Rollback: Disabling…

Archive Job fails to re-enable triggers and flows after run

Explaining how counts in Tasks and Events can mismatch with Salesforce storage

Archiving policies - Task & Event records

Terrance Harris

Laurence Boyce

Ross Burnett

Archiving

Learn how to access the Archive Viewer in your Salesforce organization

Deploying the Archive Viewer & Connector

Learn how to connect the Archive Viewer to your Gearset Archive.

Connecting the Archive Viewer API token

Steps to set up permissions to allow user to view archived records using the Archive Viewer

Assigning permissions for the Archive Viewer

Notes on troubleshooting common issues found when using the Archive Viewer.

Troubleshooting the Archive Viewer

This document covers how you can change the columns displayed by the Gearset Archive Viewer

Adjusting the columns in Archive Viewer

This guide walks you through how to open attachments preview from archived records using the Archive Viewer in your Salesforce organization.

How to preview attachments in the Archive Viewer

Global Search in Archive Viewer

Restoring Records through Archive Viewer

Richard Terry

Callum Whitfield

Cecilia Califano

Guides on accessing archived records outside Gearset

Archive Viewer

Find answers and get help from Intercom Support and Community Experts

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