Set It and Forget It: Auto-Archive Closed Opportunities Based on Custom Rules in Salesforce

As your Salesforce org ages, closed Opportunities—both Won and Lost—can accumulate, cluttering dashboards, slowing performance, and inflating storage costs. This article explains how to define custom auto-archiving rules to automatically move these records based on criteria like age, inactivity, and stage. With DataArchiva, you can set up these rules, schedule them to run automatically, and choose where archived data is stored—whether in cloud platforms like AWS or Azure, or in Salesforce Big Objects. The tool also ensures related files, metadata, and relationships are preserved and accessible within the Salesforce UI, helping you stay compliant while optimizing your CRM performance.