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Toolbox EDRMS - Data Retention & Compliance | Foundation Edition
Automated Data Retention & Scheduled Deletion
- Industries
- Financial ServicesHealthcare & Life SciencesPublic Sector
- Business Need
- Document ManagementAudit & ComplianceData Backup & Storage
- Requires
- None
- Compatible With
- Service CloudFinancial Services CloudHealth 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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Service CloudFinancial Services CloudHealth Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- Toolbox EDRMS/Toolbox v1.16 1.16.0
- Listed On
- 04/25/2026
- Latest Release
- 04/25/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 10Custom Tabs: 7Custom Apps: 1
- Lightning Components
- Global: 11App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
100% native Toolbox EDRMS brings enterprise-grade Document & Records Management directly into your Salesforce org. AVOID FINANCIAL PENALTIES: Adhere to regulations and only keep data for as long as needed and no longer REDUCE STORAGE COSTS: Free up space by deleting records you don’t have to keep COMPLIANCE & SECURITY: Automate retention policies for GDPR, FINRA or HIPAA EASE OF USE: 2-clicks to add record into File Plan RECORDS MANAGEMENT: Classify, store and manage records directly within Salesforce SECURE AUDITING: Maintain a complete, tamper-proof audit trail for every record IDEAL FOR: Organisations in regulated industries such as government, finance, healthcare and utilities that require robust records and retention management within Salesforce. Strengthen compliance with internal and external regulations; reduce risk through automated retention and audit controls; save time by managing records where your data already lives - in Salesforce and gain full visibility and accountability across your organisation. As best practice, test all retention policies in a Sandbox environment before deploying to Production to ensure the outcome is as desired.
Need help?
Toolbox
Enquiring about support options, providing feedback on the app, have a requirement not currently being met or just need some help - send us an email and we will endeavour to respond within 48 hrs.