A data retention policy describes how long to keep data to meet business or legal
requirements. You can configure these policies to align with your organization’s internal
requirements for data backups and control how long Salesforce stores your
backups.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, Performance, and
Unlimited Editions with the Backup & Recover Data and Backup &
Recover Files add-on licenses
Salesforce stores your backups on encrypted volumes and retains them for a set number of
years by default. Modify how long to retain your backups based on when the backup took place.
After the retention period ends, we delete the backup and it's no longer accessible.
We use the grandfather-father-son (GFS) retention method, with daily, weekly, and monthly
policies.
Daily
Configure how long to store daily scheduled backups.
Weekly
Configure how long to store one backup per week. Backups that run on Saturdays—or
the closest successful backup, if Saturday failed or completed with errors—tier to
weekly backups. The weekly backup policy overrides the daily policy for these
backups.
Monthly
Configure how long to store one backup per month. Backups that run on the first
day of the month—or the closest successful backup, if the first backup failed or
completed with errors—tier to monthly backups. The monthly backup policy overrides the
daily and weekly policies for these backups.
Example The daily retention policy is set to 10 years, so all scheduled daily backups are
retained for 10 years. The weekly retention policy is set to 15 years. The backup that runs on
Saturday becomes a weekly backup. Its retention policy updates to 15 years, overriding the
10-year daily policy.
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