Advanced Retention Rules

Though every Snapshot Policy has a default record retention rule, it is often convenient to have a custom retention rule for specific tables. Example:

  • By default, retain records in a snapshot for 90 days.
  • Retain Account, Contact, and Opportunity records for 365 days.
  • Retain Case records for 2 years.
  • Do not retain EmailMessage records.

The following two screens illustrate how to set up this policy.

Clicking on the Advanced button launches an editor to override the default record retention rule. The following example sets up the scenario described at the top of this page.