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. You might want to purge some of the data.

Activities that get 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.

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 Activities of Parent Records

By default, all the activities of parent records and the corresponding child records that meet the criteria shown in the following table are purged.

Note: You can set specific criteria for child and related objects, if needed.

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 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).

Criteria for Purging Activities of Child Records

The following table shows the default criteria used for the purge of related and child objects for activities (tasks and appointments), notes for all top-level sales objects, which are: Account, Contact, Lead, and Opportunity.

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 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.