Data Retention for Salesforce
Cloud Compliance's Data Retention automatically removes obsolete data from Salesforce to maintain compliance with GDPR, CCPA, HIPAA, and corporate policies. Reduce your data footprint, lower storage costs, and minimize breach exposure through automated retention policy enforcement—all with a 100% on-platform solution.
Key Capabilities
- Automated Data Lifecycle: Automatically delete or anonymize records based on configurable retention policies
- Precision Targeting: Enforce retention with up to 6 levels of granularity using field attributes, lookups, and metadata
- Delete or Anonymize: Choose to permanently delete records or anonymize them for reporting purposes
- Storage Cost Reduction: Free up Salesforce storage by removing obsolete data automatically
- Evergreen Policies: Metadata-driven approach keeps policies aligned with schema changes
- Compliance Ready: Meet GDPR, CCPA, HIPAA data minimization and retention requirements
Get Started
New to Data Retention? Start with these essential guides:
- 15-Minute Installation Guide - Quick setup steps
- Configure Retention Policies - Define your first retention rule
- Go-Live Checklist - Pre-production validation
Documentation Sections
Installation & Setup
Get Data Retention installed and configured in your Salesforce org.
- Step 1: Install CC Privacy Suite from AppExchange
- Step 2: Assign Permission Set
- Step 3: Selection of Crypto Technique
- Step 4: Enable Field History Deletion (Recommended)
Configure Retention Policies
Learn how to create and manage retention policies for your data.
Go-Live Preparation
Prepare for production deployment of Data Retention.
What's New
Stay updated with the latest features and improvements.