#Perform a Data Cleanup

To clean up the field values of records, complete the following steps.

1. Navigate to Data management > Data Cleanup. All organizations that you manage are displayed.

2. Click Clean up next to the organization you want to clean up.

3. There are two ways to define the records whose field values you want to clean up.

   • Search by keyword

     1. Select a data source from the Data source drop-down list if you have both subscriptions for Salesforce backup and Salesforce archive.

     2. Select the objects from the Objects drop-down list.

     3. In the Keyword field, select to search records by Record name or Record ID, and then enter a keyword in the search box. Click Search to search for the records whose names or IDs contain the keyword. The default search condition is to search the backup data within the last backup cycle.

        Note that the AvePoint Cloud Backup for Salesforce® system utilizes Salesforce Object Query Language (SOQL) and Salesforce Object Search Language (SOSL) to search records. Therefore, the keyword must meet the SOSL Search Query requirements.

        Note that the wildcards are supported in the keywords of record names.

     4. Select the records in the search results.

   • Import a CSV file

     1. Select a Data source if you have both subscriptions for Salesforce backup and Salesforce archive.

     2. You can click Download CSV template to download the CSV template file for configuring record information.

     3. Enter the object type API name in the Object API Name column, and enter the record ID in the RecordId column of each row.

        For standard objects, you can also refer to the to find the API name of the objects. For custom objects, you can navigate to Setup in your Salesforce environment to find the custom object and get the API name.

     4. Click Upload to import the CSV file with record information configured.

   • Define field-level scope

     1. Click Add object.

     2. Select the object from the Object drop-down list.

     3. You can either add all the records of the object or filter the records for cleanup by following the steps below:

        • To add all records of the selected object, click Save directly.

        • To filter the records for cleanup, click Add condition. Select a field of the object and an operator, and then enter a value for the filter.

          You can click the Add icon next to the condition and repeat the steps above to add more conditions.

          You can configure conditions using And or Or. With And, all conditions must be met; with Or, any one of the conditions can be met.

   • Click Save to apply the conditions.

4. Click Next.

5. In the Select field scope field, all objects you configured are listed in the table together with the number of records in each object. You can select the field scope to define the fields you want to cleanse for the records in each object.

   • Select All fields – All fields will be cleaned up.

   • Select a scope – Only the fields selected in the template will be cleaned up. You can click View field scope to preview the fields that will be cleaned up for this object. If there is no pre-configured profile for the object, select Create profile to add one. Refer to Enable Approval Process for Data Cleanup to see how to create a profile.

6. In the Do you want to export the original field values of records from the last backup job? field, select if you want to export the original field values from the last backup.

7. In the Enable scheduled cleanup field, turn on the toggle and set the interval to enable scheduled cleanup for the organization.

   Note that you can update the interval or disable the scheduled cleanup later by clicking the scheduled cleanup tag for the required organization in Data management > Data cleanup.

8. Click Clean up to run the data cleanup job based on your configurations.

   If you have selected to export the original field values, you can download CSV data in the Job monitor when the job is finished.