How to Setup a Custom Archive

CopyStorm Archive is designed so a user can set up new archives for a variety of purposes. This tutorial describes a realistic scenario and then walks thru the steps to setup the associated CopyStorm Archive.

The Scenario

The legal team for the ACME Beach Club has informed the Salesforce administrator that all Account, Contact, Case, and EMail records related to the account Evil Empire need to be archived and any future changes also need to be archived. To prepare for this situation the Salesforce administrator has already added a formula column in Salesforce, LegalArchivalSet__c, that will evaluate to the string “EvilEmpire” for all of the records the legal team wants archived.

The next few sections walk to the steps to setup a CopyStorm archive for “Evil Empire” records.

Create an Archive

The first step is to create a new archive that will only archive tables that the legal department indicated.

  • Set up the top level parameters for the archive including an archive name and description
  • Change the filter type to use a column expression and only grab records where the LegalArchiveType__c value is “EvilEmpire”

Add Existing Records to the New Archive

Check the “active” box, save changes and the archive rule will automatically archive “Evil Empire” records that are modified in the future.  The next step will force an archive of all historical “Evil Empire” records.

Next Steps

At this point the “Evil Empire” archival policy is active and will automatically archive future activity in Salesforce. For addition information see: