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Be able to report on archived tasks

Sales Productivity

Our clients currently do year over year reports with tasks and other objects. Salesforce reports do not pick up tasks with activity dates older than a year. They can not compare the current year with other years using salesforce reports. Doing an export is a work around, but it requires that users be database gurus (relate exported tables) to setup an external reporting application. Out of curiosity what would be an ok reporting tool? aka widely available or cheap?

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Latest Comment from Salesforce

  • Ying Wang - 3 months ago

    Archiving older activities helps improve the performance of Activity reports for many customers. The default archive period is 1 year, however, depends on each customer's data volume and reporting needs, one may consider using a longer archive period. Please check out the considerations and how to increase the archive period in this knowledge article: https://help.salesforce.com/articleView?id=000328570&type=1&mode=1. 
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