How do I purge Sales activities?
In the Sales application, the Activities panel and page on each record track and display a broad range of activities, not just the tasks and appointments you see in the Activities work area.
Activities tracked include email exchanges, notes, call logs, past and future tasks, and appointments, and recent updates to the record itself. The application tracks these activities on accounts, opportunities, contacts, and leads.
For more information, see What Activities Track on Individual Records
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.
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.
Individual criteria can be provided for a Child or Related object for a specific object if needed
Object | Default Criteria |
---|---|
Leads | All Leads where the STATUS IN (RETIRED or UNQUALIFIED) AND LAST UPDATED DATE value is greater than or equal to three years. |
Opportunities | All Opportunities where the STATUS IN (LOST; NO SALE ; WON ) AND LAST UPDATED DATE value is greater than or equal to three years. . |
Accounts | Accounts that are inactivated (soft deleted). |
Contacts | Contacts that are inactivated (soft deleted). |
What's the default purge criteria for Activities of 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.
Parents Object | Child Object | Requirements |
---|---|---|
All Sales Objects:
|
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. |