Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
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.


Watch Video


Watch Video


Watch Video


Watch Video


Watch Video