Quick summary
Archiving data in Salesforce is done by using the built-in Data Export feature to move old records — such as Accounts, Contacts, and Opportunities — out of active storage. This step-by-step process starts from the Setup menu and takes just minutes to initiate a full org export.
Steps
- Click the gear icon in the top-right corner of your Salesforce dashboard to open the settings menu.
- Select Open Advanced Setup from the dropdown to enter the full Setup environment.
- In the Quick Find search bar, type and select Data Export to navigate to the export settings page.
- Click Export Now to begin configuring an immediate data export.
- Select the object types you want to archive, such as Accounts, Contacts, Opportunities, and more.
- Click the Export button to confirm your selection and submit the export request.
- Your data export is now in progress — Salesforce will prepare your archived records outside of active storage.
