How do I purge Sales activities?

Each record tracks activities related to it. These activities are purged by a scheduled process using the criteria described in this topic. You can edit the criteria that purge all activities for a particular record and the criteria that purge each type of activity for the record. You can also change the frequency of the purge process.

Activities that get tracked in each record 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.

How are activities purged?

The Activities Purge scheduled process eliminates activity records that are no longer pertinent to daily operations. This prevents the Adaptive Search 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 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 process can't be retrieved.

When the Activities Purge Scheduled Process Runs

The Activities Purge scheduled process runs automatically once a week.

Criteria for Purging All Activities for a Record

When a record meets the criteria shown in the following table, all of its activities are purged.

Default Purge Criteria for Parent Objects

Object	Default Criteria
Leads	All Leads where the STATUS IN (RETIRED or UNQUALIFIED) AND LAST UPDATED DATE value is greater than or equal to one year.
Opportunities	All Opportunities where the STATUS IN (LOST; NO SALE ; WON ) AND LAST UPDATED DATE value is greater than or equal to one year.
Accounts	Accounts that are inactivated (soft deleted).
Contacts	Contacts that are inactivated (soft deleted).

Criteria for Purging Individual Types of Activities

The following table shows the default criteria used for to purge different types of activities on Account, Contact, Lead, and Opportunity records. These criteria let you purge activities for parent records that don't meet the criteria listed in the previous section.

Default Purge Criteria for Child Objects

Parent Object	Child Object	Requirements
All Sales Objects: Accounts Contacts Leads Opportunities	Activity Type = Appointment	All activities of ACTIVITY TYPE IN (APPOINTMENT) AND END DATE is greater than or equal to one year.
	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 one year.
	Notes	All Notes where the Last Updated Date is greater than or equal to one year.
	Audit Log	Not purged.