Step 1. Launch Add Archival Policy Wizard

To launch the Add Archival Policy wizard, do the following:

1. Navigate to the Archive tab.
2. If you have added multiple companies to Veeam Backup for Salesforce, select a company to which the Salesforce organization whose data you want to be archived belongs. To do that, select the company from the drop-down list at the top of the page.

For a company to be displayed in the list of available companies, it must be added to Veeam Backup for Salesforce as described in section Adding Companies. Also, the user launching the Add Archival Policy wizard must be granted permissions to access the company as described in section User Roles and Permissions.

3. Click Create Archival Policy.