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Mostafa Asadi (Dev)

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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Jonathan Bondorevsky - 2 months ago

Hi
I need to delete old activities but I'm stuck because can't create a report and add filters.

I exported all utilizing dataloader but filtering and flagging what needs to be deleted/purged is taking me hours.
ideas? best practices?

Really need this.

Thanks

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Ying Wang - 3 months ago

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Joe Torres - 4 months ago

Just got asked this today. Of course, something else that Salesforce can't do without some other paid option!
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Mike Welch - 4 months ago

We need this ability
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Joe Merrell - 6 months ago

100%! It is ridiculious that we cannot run a report on archived data even for a specific contact or account.
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Layton Oliveria - 8 months ago

Would love to have this!
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Mélissa Langevin - 9 months ago

We NEED this !!! We need to be able to report on these archived activities. This is a very frustrating issue Salesforce...
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Frank Larkin - 11 months ago

This is a blind spot in reporting. A solution other than to go to data loader or run SOQL to get this information in bulk is needed! Going to individual accounts to get events and tasks older than 365 days is not a viable option!

Is the product team still reviewing this?

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Susanna Sharp - 1 year ago

[Nonprofit Filter] I'm working with a social services org that needs forever visibility into its client history. I'm seeing that there's a max 10-year limit (only on request) on archived Activities. For nonprofits, this is a real blocker. Not just a reportability issue--imagine not being able to see a full history of your engagement with major donors. Yikes.

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Louie Kwan - 1 year ago

Definitely needed!
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Tom Politowski - 1 year ago

Hi Ken,

Have you looked at StorageMinder on the AppExchange? The Analyze reports are free, but you have to license it to get the Archive and Delte functions. It's worked very well for us (20M tasks...)

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ken Gibson - 1 year ago

Hey everybody -

We have a _very_ old org, with millions of tasks from back when George W Bush was POTUS ;) Would like to purge them, but first would like to show mgmt the extent of the issue with some cool Lightning graphs and reports. Sadly, though, I can't report on archived Tasks, so to get the most basic report I have to export to MySQL :( Please fix this...

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Luisa Gelfand - 1 year ago

You can submit a case and request that the archive threshold be increased! Hurray!

https://help.salesforce.com/articleView?id=000328570&language=en_US&type=1&mode=1
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Real Systems - 1 year ago

An update of how users can report on archived activities is a must, hoping for an update!
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Sandra Hegler - 1 year ago

Any recent updates on this? Managing partner wants to compare certain activities year over year!
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