Retention rules determine how long your archived records are stored by Gearset before they are permanently deleted. By default, the retention period is set to 99 years, but you can customize this to align with your organization's data retention policies.

Let’s say you set a 7-year retention rule. Any records you’ve archived from your org will still be available for you to restore if needed for 7 years after the archive date.

Retention rules are configured on a per-policy basis, allowing you to have multiple retention rules within the same job. This means you can apply different retention periods to different policies.

An archiving policy determines the criteria we use to match and select data from your Salesforce org for archiving. It specifies which records should be archived based on filters you define. This means the archiving policy controls what data gets archived.

In contrast, a retention rule sets the duration for which the archived data is kept within Gearset before it is permanently deleted. It defines the time frame after which the archived data will be removed from Gearset's storage. Essentially, while the archiving policy dictates which data is archived, the retention rule determines how long that archived data remains in Gearset.

Click on the Data retention rules link at the bottom of the policy panel.

Click edit on the retention rule that you wish to edit.

Enter the new retention period and press save.