How do I purge Service activities?

In Service Center, the Activities panel and page on each record track and display a broad range of activities.

Activities tracked include email exchanges, internal notes, conversations, call logs, past and future tasks, and appointments, along with recent updates to the record itself. The application tracks these activities on service requests, accounts, opportunities, contacts, and leads.

For more information, see How You Enable and Display Activities.

How are activities purged?

The Activities Purge job eliminates activity records that are no longer pertinent to daily operations. This prevents the elastic index from being cluttered with unnecessary information.

The relevance of these activities is decided by rules set by individual object teams. The purge process specifically targets activity entries that were generated when users interacted with records, such as making field-level changes or creating or updating internal notes, tasks, or appointments. It doesn't affect the actual parent or child object records, only the entries in the activity stream that meet the defined purge criteria are removed.

Note: When the parent object record is deleted, the process automatically purges all the corresponding activities. The activities that are removed by the job can't be retrieved.

When do purges happen?

Purging of activities is executed through an automatically scheduled Oracle Enterprise Scheduler (ESS) job. The job is executed once in every 7 days

What's the default purge criteria for Activities of parent records?

All the activities of parent records and the corresponding child records that meet the following criteria will be purged.

Note:

Individual criteria can be provided for a child or related object for a specific object if needed

Default purge criteria

Object	Default Criteria
Service Request	All Service Requests where STATUS IN (CLOSED or RESOLVED ) AND LAST UPDATED DATE is greater than or equal to five years.

What's the default purge criteria for Activities of Service child records

The following tables shows the default criteria used for the purge of related and child objects for Activity (Tasks and Appointments), Messages, and Interactions for the Service Request object.

Note: Individual criteria can be provided for a Child or Related object for a specific object if needed.

Default purge criteria for Activities of Service child records

Parent Object	Child Object	Requirements
Service Request	Activity Type = Appointment	All activities of ACTIVITY TYPE IN (APPOINTMENT) AND END DATE that are greater than or equal to five years.
	Activity Type = Task	All activities of ACTIVITY TYPE IN (TASK) AND STATUS IN (CANCELED; CLOSED) AND DUE DATE are greater than or equal to five years.
	Audit Log	Not purged.
	Conversation Message	All Conversation messages where LAST UPDATED DATE is greater than or equal to five years.
	Interactions	All Interactions where LAST UPDATED DATE is greater than or equal to five years.
	Wrapups	All Wrap-ups of the interactions will be purged
	Action Plan Action	All Action Plan Action where LAST UPDATED DATE is greater than or equal to five years and STATUS IN COMPLETED.
	Action Plan	All Action Plan where LAST UPDATED DATE is greater than or equal to five years and STATUS IN COMPLETED.
	Messages	All Messages where LAST UPDATED DATE is greater than or equal to five years.
	Milestones	All Milestones where LAST UPDATED DATE AND STATUS IN (COMPLETED).
	Object Link (SR}	All Object Link (SR) where LAST UPDATED DATE is greater than or equal to five years.

What's the default purge criteria for Activities of Sales child records

The following tables shows the default criteria used for the purge of related and child objects for Activities (Tasks and Appointments), Notes, Audit Records for all the top sales objects which are Account, Contact, Lead, and Opportunity.

Note: Individual criteria can be given for a child or related object for a specific object if needed.

Default purge criteria for Activities of Sales child records

Parents Object	Child Object	Requirements
All Sales Objects: Accounts Contacts Leads Opportunities	Activity Type = Appointment	All activities of ACTIVITY TYPE IN (APPOINTMENT) AND END DATEis greater than or equal to three years.
	Activity Type = Task	All activities of ACTIVITY TYPE IN (TASK) AND STATUS IN (CANCELLED; NOT STARTED; IN PROGRESS ; ON HOLD ) AND DUE DATE is greater than or equal to three years.
	Notes	All Notes where the Last Updated Date is greater than or equal to three years.
	Audit Log	Not purged.