Salesforce Assist

Salesforce File Archive

Streams old files attached to Account records (ContentVersion) to Azure Blob Storage and adds an Azure-hosted link alongside (or in place of) the Salesforce file. Uses a fixed service-account login (no OAuth). Set your own credentials in My integrations, or the shared defaults in Admin › Configuration.

Not configured yet

Add your Salesforce service-account and Azure credentials under My integrations, or set ARCHIVE_SF_USERNAME / ARCHIVE_SF_PASSWORD / ARCHIVE_SF_SECURITY_TOKEN / ARCHIVE_AZURE_CONNECTION_STRING via Admin › Configuration (or your own env_backup.server).

Source

Object: Account

Files attached directly to Account records are archived.

The cutoff date is always "right now" at the moment you click Run now. Every run re-checks everything that exists up to that point, rather than using a fixed historical date.

Run history

Started Finished Status Deleted originals? Processed Failed Error
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