Data Retention in Salesforce: Best Practices & Tools

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  • Опубліковано 7 лис 2024

КОМЕНТАРІ • 2

  • @jenithsri
    @jenithsri 6 місяців тому

    How and where we can define data retention period in salesforce.

    • @SalesforceExplorer
      @SalesforceExplorer  6 місяців тому +1

      Thanks for reaching out. There are a few ways to implement data retention policies. If you are working in the marketing cloud, you can use data extension in Contact Builder to manage this. Here is a link for additional information (help.salesforce.com/s/articleView?id=sf.mc_cab_manage_data_retention_policy.htm&type=5). If you are looking for a more all-encompassing solution, there is the privacy center app you can purchase as an add on to Salesforce that comes with a suite of data management tools (help.salesforce.com/s/articleView?id=release-notes.rn_security_privacy_policies_on_core.htm&release=246&type=5). There are 3rd party options on AppExchange to help with building these policies as well. Building out Flows can be a good option as well. Here is a quick example highlighting how we might construct a data deletion Flow (ua-cam.com/video/VZ1o93iKIpQ/v-deo.html). I'll dig into the Flow option in greater detail in a future video.