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Toolbox EDRMS - Data Retention & Compliance | Foundation Edition

By Toolbox

Automated Data Retention & Scheduled Deletion

No Ratings
Free  

Never requires payment

Try It
Industries
Financial Services
Healthcare & Life Sciences
Public Sector
Business Need
Document Management
Audit & Compliance
Data Backup & Storage
Requires
None
Compatible With
Service Cloud
Financial Services Cloud
Health Cloud

Don't manually delete your data every month, set your retention criteria once with Toolbox EDRMS, schedule it and let our 100% native automation handle your compliance (GDPR, HIPAA, FINRA) in the background. No data leaves your Salesforce org.

  • Defining Content Types

  • Defining Retention Policies

  • Functions and Activities

  • Adding Content

  • Trusted Auditing

Highlights

To provide evidence of an activity or transaction, and demonstrates accountability

Supports "Archival Obligations", i.e. retain only for allowed time and no longer

Enforces integrity and security of records and explicit disposal schedules

Trusted auditing of Salesforce record updates (any and all fields). Can be used on its own (if you don't want full EDRMS solution) with a few clicks.

Ensures Regulatory and Legal compliance and penalty avoidance

Aid to compliance with GDPR, FINRA and HIPAA and similar regulations

Comply with IRS and State regulations (USA)

Free up data and file storage / reduce storage costs, i.e. keep only what you need

Auto-adding and Auto-Disposal should you prefer

Provider Details

Pricing Details

Free

You can fully use this solution without payment.