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Data archiving

Salesforce Archive

Archive Salesforce records and files on your infrastructure. Define retention policies, manage access, and track every run from one dashboard.

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Harbor ServicesSQL Server · Connected

Archive Manager

Your Salesforce archive, on your own SQL Server.

Salesforce

Storage

In Salesforce
62%
Data storage6.2 GB of 10 GB
38%
File storage7.6 GB of 20 GB
In your archive
0
Archive dataStored in SQL Server
0
Records archivedIncluding related records

Archived by object

Nothing archived yet

Once a policy runs, each archived object appears here with its SQL table and record counts.

Create your first policy
Start with your archiveProduct walkthrough · Sample data · Timing condensed

Set the policy. Control the lifecycle.

Policies

Policy-based archiving

Choose an object, build filter conditions or write SOQL, and preview matching records before a run.

Scheduling

Scheduled or on demand

Run once, set a recurring schedule, or use cron. Exclude records already archived from future runs.

Relationships

Related records and files

Capture parent records with related emails, comments, activity, and files. Retain the links that connect them.

Operations

Live run controls

Follow parent, child, and file progress. Pause, resume, or cancel runs with the permissions assigned to your role.

Notifications

Notifications

Choose who receives email alerts through your SMTP server. Track completed or failed runs, stalled jobs, low capacity, and API budget warnings.

Archive access

Access to archived history

Browse retained records in the dashboard or through the Salesforce archive components. Query typed tables in your database.

Archived history. Inside Salesforce.

Open archived records from an account without switching to a separate dashboard. Review case details, related activity, and retained files through vivly archive components.

Your records stay in your archive database. The Salesforce view brings that history back to the people who need it.

Service Console
vivly Archive SummaryArchived
18 MBTotal data saved
Sep 21, 2026Last archived

Archived records

Cases240
Email messages720
Case comments180
Example account view with sample data.

An audit trail for every review.

See who acted, what changed, and which environment it affected. Review user activity and policy changes alongside scheduled archives.

Filter by user, action, environment, and date. Follow linked jobs to inspect the activity behind a run.

Audit TrailUser activity
All usersAll actionsHarbor Services
  1. Policy createdMaya Rao / Closed cases policy
  2. Archive startedMaya Rao / View linked job
  3. Role updatedAlex Chen / Environment access
Example activity with sample users and events.

The right access for each person.

The installation owner assigns seats. Environment administrators then grant or revoke dashboard roles for authorized users.

Access is scoped to each environment and checked by the backend.

Installation owner

Manage installation access and seats.

Administrator

Manage the environment and its user roles.

Operator

Start archives and control their own runs.

Viewer

Inspect shared activity and archived data.

Deploy where your data belongs.

Connect each Salesforce environment to an archive database you control. Manage environment access, policies, and operational history in one dashboard.

Operating systems

Windows services or Linux services on your infrastructure.

Archive databases

Choose the database variant for your deployment.

Installation formats

Windows installer, Debian/Ubuntu package, or Docker Compose.

Discuss your deployment

Size the archive around your workload.

Monitor Salesforce storage, archive size, and retained record counts. Plan capacity around your record volume, related data, file sizes, database edition, and Salesforce API budget.

Does archiving delete the original records?

No. Archiving and source removal are separate. Removal requires verification, approval, and a maintained write freeze. You can archive without deleting.

Who can access archived records?

Access follows vivly environment roles. The archive viewer does not automatically inherit live Salesforce record sharing or field permissions.

Do I still need backup?

Yes. Archiving manages inactive history. Backup protects recovery copies of the records your business depends on.

Explore Salesforce Backup