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Toolbox EDRMS - Data Storage, Retention & Compliance | Foundation Edition

100% Native Automated Data Retention & Scheduled Hard Deletion

Overview

100% native Salesforce compliance engine to manage data classification frameworks, records integrity, and end-of-life disposal schedules safely within your org.

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See How Toolbox EDRMS - Data Storage, Retention & Compliance | Foundation Edition Works

  • 100% Native Security Architecture: Your sensitive data, compliance classification rules, and underlying records never leave your Salesforce org, automatically inheriting your existing user access and permissions.

  • True Regulatory Deletion Guardrails: Automate retention schedules to execute permanent hard-deletes, systematically purging expired data to permanently lower expensive data storage tier limits. Apply Legal Hold on record to prevent deletion.

  • Immutable Compliance Audit Ledger: Every single change and hard-delete action automatically generates a tamper-proof, immutable native audit log, providing ironclad verification for legal audits.

  • Flexible Execution Workflows: Configure disposal schedules to run as automated background tasks or enforce mandatory "Review & Approve" notification workflows before any data destruction occurs.

  • Multi-Regulatory Framework Support: Designed to meet the stringent data retention and erasure requirements of GDPR (Right to be Forgotten), HIPAA, FINRA, IRS and regional compliance mandates.

  • Why Foundation Edition is Free: We believe enterprise-grade compliance shouldn't be locked behind massive price barriers. This foundational utility is provided entirely free to support the trailblazer community and introduce ourselves as a key partner.

Toolbox EDRMS Foundation Edition is a 100% native Salesforce compliance engine designed to manage data classification frameworks, records integrity, and end-of-life disposal schedules without your data ever leaving your secure environment. Engineered as a modern 2GP managed package, the app seamlessly automates complex corporate file plans to satisfy strict regulatory obligations. Because it runs entirely within your existing Salesforce infrastructure, it requires zero external APIs and zero third-party data processing, allowing you to completely bypass lengthy corporate InfoSec security reviews. As best practice, test all retention policies in a Sandbox environment before deploying to Production to ensure the outcome is as desired.

Categories

Business Needs
Document Management
Audit & Compliance
Data Backup & Storage
Industries
Financial Services
Healthcare & Life Sciences
Public Sector
Personas
Administrator
Business Operations Manager
Data Professional
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Salesforce Mobile