Policy Filter Rules

An Archive Policy Filter Rule contains the logic which determines if a database record should be processed by the archive policy. There are several types of policy filters built into CopyStorm/Archive

  • All Changes — this filter always indicates that a record should be processed. Use it when all changes to records should be archived.
  • Column Expression — with this filter a rich expression based on columns in a record can be used to determine if a record should be archived.
  • Deleted Records — this filter only matches records that have been deleted in Salesforce. This filter is used to build recycle bin type policies.
  • SQL Predicate — this advanced filter supports injecting user specific SQL fragments into a query that determines if a record should be archived.

The Filter Rule for an Archive Policy is specified on the main archive editor.