Gearset

A quick intro into archiving your data with Gearset.

Data Archiving with Gearset

We're commonly asked "Which permissions should be added to the authenticated user for Archiving"? Here, we address that question!

Guidance on setting up your Salesforce org permission in preparation to use Gearset's Archiving feature

Steps on how to create a new archive and policy.

This article includes information on what each permission enables, and how these can be used to manage user control.

Detailed context on how to edit an existing archive.

Detailed steps outlining how to edit an existing policy.

Detailed context on archive retention rules

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