Data Archiving Setup

Note: Data Archiving must be enabled by the Certinia Customer Success Manager before you can set it up using Feature Console.

Use the Feature Console to guide you through this process. For more details, see Feature Console.

Warning:
Archiving deletes data from your org and you cannot retrieve it. You must copy it to an external storage system before deleting it. Your Certinia Customer Success Manager can provide further information on extracting and storing data.

Note:

Some of these steps are not automated. You will need to do these manually. See the Salesforce Help for more information on creating and assigning permissions sets

To enable Data Archiving:

1. On Feature Console click Accounting Data Archiving.
2. Assign the Data Archiving custom permission set to the users that you want to access Data Archiving. This is a manual step. Click Mark as Done. when complete.
3. [Optional] Click Perform to update Intercompany Transfer (ICT) records.
4. [Optional] Click Perform to add the new value to the transaction type picklist.
5. [Optional] Click Perform to add the new value to the journal type picklist.
6. [Optional] Click Perform to add the new value to the document type picklist.
7. Click the Status slider in the Feature section to enable Data Archiving.