Note:
If you want to take advantage of the Data Retention feature, Administrators must first contact Support to enable the feature.

Overview

Users can configure data retention settings on object types that enable users to retain specific fields, formulas, and property information used for analytics when an object is deleted from the system. By default, all relationship data is retained when an object is deleted.

If no data retention settings are configured for an object, all related data, except for relationship data, will be deleted from the system.

User Account Requirements

The user account used to log into Resolver must have Administrator permission to access the Object Types section.

Related Information/Setup

Please refer to the Enabling the Auto-Delete Function Using a Scheduled Trigger article, for more information on enabling the auto-delete function.

Please refer to the Disabling the Auto-Delete Function article, for more information on disabling the auto-delete function.

Navigation

From the Home screen, click on the Administration icon.

Administration Icon

From the Administration Settings dropdown menu, click the Admin Overview link.

Admin Overview Link

From the Admin Overview screen, click the Object Type tile under the Data Model section.

Object Type Tile

From the Admin: Object Type screen, enter an object type name in the Search field to narrow the search results.

Search Field

Click on an Object Type link.

Object Type Link

From the Admin: Edit Object Type screen, the number of active data retention settings selected can be seen within the Data Retention tab.

Data Retention Indicator

Click on the Data Retention tab.

Data Retention Tab

Enabling Data Retention Analytic Settings

From the Data Retention tab, click the Retain Data for Analytics toggle switch.

Retain Data for Analytics Toggle Switch

By default, the Object ID, Workflow State, and Created Date properties are automatically selected. These three properties cannot be removed from the Data Retention tab.

Default Properties

Click the + Add Data for Analytics button.

+ Add Data for Analytics Button

From the Retain Data for Analytics pop-up, select the data (fields, formulas, and properties) you want to keep for analytics after an object has been deleted from the system, by clicking on a Field, Formula, or Property. A total of 10 fields, formulas, or properties can be selected for an object type. This includes the three default properties.

Data Link

Note:
Only Single Select, Date and Numeric field, formula, and relationship types will appear on the Retain Data for Analytics pop-up

(Optional) Narrow the list by entering a keyword in the Search field.

Search Field

When you have selected all the data you want to retain, click the + Add Selected button to add the data to the Data Retention tab.

+ Add Selected Button

(Optional) Click the Unlink icon to remove a field, formula, or property from the object type. Unlinking a field, formula, or property does not unlink it from the Object Type. It updates the retention rules for this object type on a go-forward basis.

Unlink Icon