Let’s look at the retention settings that are available for your data. Select On under Retention Setting to ensure that the application deletes all records in the data extension at the same time. Individual Records. When this option is selected, the data extension is retained, but the individual records inside the data extension are deleted.
- Click the data extension.
- Click Edit in the Data Retention section.
- To enable the retention settings, click On next to Retention Setting. ...
- To allow the application to delete a specific data extension for a time period, choose Individual Records in the Delete section.
What is data retention in Salesforce?
Data Retention Policies Create data retention policies with the Data Retention feature. Using Heroku for data processing and storage, these policies automate how PII is stored, retained, and anonymized in Salesforce. Required Editions and User Permissions Available in: all editions User Permissions Needed
How do I Change Data Retention settings for existing data extensions?
You can change data retention settings for existing data extensions, even when they contain data. This can for sure be done in Contact Builder: Just click on Edit under Data Retention, and change the setting to On: If Data Retention is already set, using same approach should also allow you to change the settings.
How the data retention policy in SFMC can meet this retention policy definition?
How the data retention policy in SFMC can meet this retention policy definition requirements. You should clearly define two key components of data retention policy. As per below: Policy: Your policy should detail who is responsible for each category of data, and if data that is no longer needed should be archived or delete.
How to change the data retention settings in contact builder?
This can for sure be done in Contact Builder: Just click on Edit under Data Retention, and change the setting to On: If Data Retention is already set, using same approach should also allow you to change the settings.
How do you create a data retention policy?
5 Key Steps to Developing a Solid Data Retention PolicyBuild Your Data Retention Policy Development Team.Determine All the Regulations That Are Applicable to Your Business.Define the Data to Be Included in Your Data Retention Policy.Compose Your Data Retention Policy.More items...•
How long does Salesforce keep your data?
Salesforce guarantees to retain your field history data for up to 18 months through your org, and up to 24 months via the API.
How long salesforce keep records?
Einstein Activity CaptureLicense or environmentData stored over time and available on the activity timelineSales Cloud Einstein Inbox High Velocity Sales Revenue IntelligenceDefault is 24 months Contact Salesforce Customer Support to change the storage amount. Amount can range from 3 months to 5 years.2 more rows
What is data retention in Salesforce Marketing Cloud?
Marketing Cloud retains your files on the Marketing Cloud FTP for at least 21 days. Any file that is older than 21 days is eligible for removal, and we can remove files any time after 21 days. However, there is no assurance or guarantee of removal for files older than 21 days.
How do I create a retention policy in Salesforce?
Only administrators can make changes.Click the data extension.Click Edit in the Data Retention section.To enable the retention settings, click On next to Retention Setting. ... To allow the application to delete a specific data extension for a time period, choose Individual Records in the Delete section.More items...
What is database retention?
Data retention is the storing of information for a specified period. Data retention is primarily relevant to businesses that store data to service their customers and comply with government or industry regulations. Data retention is critical for modern organizations.
How do I set up an audit trail in Salesforce?
Required Editions and User Permissions To view the audit history, from Setup, in the Quick Find box, enter View Setup Audit Trail , then select View Setup Audit Trail. To download your org's complete setup history for the past 180 days, click Download. After 180 days, setup entity records are deleted.
What is Salesforce data mask?
Salesforce Data Mask is a powerful data security resource for Salesforce admins and developers. Instead of manually securing data and access for sandbox orgs, admins can use Data Mask to automatically mask the data in a sandbox.
What is history tracking in Salesforce?
Salesforce allows you to track up to 20 fields per object (both standard or custom objects). By enabling Field History Tracking, you will see who made the change, the date it was updated, and the previous value of the field. This feature helps you with a useful audit trail for reviewing or troubleshooting past changes.
What does the retention settings setting manage on a data extension?
Retention Setting - Select On to ensure that the application deletes all records in the data extension at the same time. Delete: Individual Records - When this option is selected, the data extension is retained but the individual records inside the data extension are deleted.
How do you refresh a segment automatically?
Refresh a Segment TemplateIn Email Studio, navigate to Interactions.Under Activities, click the Audience Builder folder.Click Segment Template Refresh.Click Create.Fill in all required property fields.Under Segment Template Refresh Activity Details, choose the segment template to refresh.Click Save.More items...
What's the maximum number of days you should retain data in a send logging data extension?
And, of course, you should always use data retention policies to manage the amount of data in the data extensions used for send logging. We recommend a maximum limit of 10 days to retain data.
What is retention policy in Salesforce?
A retention policy that is not implemented or enforced may not mean much. Consider creating a way within Salesforce to indicate when records can be deleted/archived, such as using or adding a simple date formula field, or by looking at the AppExchange for products that can assist.
How long should Salesforce keep contacts?
There may be minimal value to putting a retention policy on Contacts of 2 years, but you want to keep 6 years of Opportunities.
What is retention policy?
A data retention policy is a statement agreed by all the business stakeholders of how long data will be stored by the organization, with some organizations also including details around the if, when, where, and how the data is deleted, anonymized, or otherwise treated.
Do organizations make data policies?
However, organizations and institutions don’t always make data-related policies and procedures priorities. For example, sometimes adding storage to an on-premise system seems inexpensive and easier rather than creating a system and process for deleting it. Alternatively, the organization may give in to the temptation of the ‘one day’ factor, ...
Why should you limit access to archived data?
Access to archives depends on your business drivers. If you're keeping the data in an archive for regulatory or internal policy reasons, you should limit access to those who need it for regulatory or auditing purposes.
Does Salesforce have a retention policy?
With thousands of records entering and leaving your Salesforce platform every day, it’s critical to have an official data retention policy documented. Most companies don’t have a data retention policy . Instead, they keep ALL data, making it more likely that they’ll:
Send Logs
Data held in a Send Log will be retained indefinitely, unless there is an overriding Data Retention Policy in place. This can be checked within the Data Extension Properties screen. It is a best practice to add a Row Based Retention policy to a Send Log upon its creation.
Subscriber Records (Lists)
Subscribers who have been entered into the system, and are present on a list (including the All Subscribers List) are retained indefinitely.
Enhanced FTP
Marketing Cloud retains your files on the Marketing Cloud FTP for at least 21 days. Any file that is older than 21 days is eligible for removal, and we can remove files any time after 21 days. However, there is no assurance or guarantee of removal for files older than 21 days.
Subscriber Records (Data Extensions)
Subscriber records on a Data Extension are retained indefinitely, unless a Data Retention Policy is in place.
Account Closure
If an account is closed, clients can be given access to pull their data for up to 30 days after the contract end date. 60 days after the contract end date, all data from the account will be removed and cannot be restored. After this period of time the data is deprecated.
