Step 5. Configure Retention Settings

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    At the Retention step of the wizard, you can configure retention settings for the backed-up data — a time period during which the restore points will be kept. It allows you to consume less storage space by deleting the restore points that are older than the specified time period. Consider that the time period is calculated since creation of a backup of a Salesforce record, not since creation of the record itself.

    To configure retention settings for the backup policy, do the following:

    1. In the Data and attachments retention policy section:
    1. In the Keep versions for field, specify the number of days (weeks, months, years) for which you want to keep backups of Salesforce objects and attachments.

    Mind that Veeam Backup for Salesforce will always keep the latest restore point in the backup chain even if the specified retention limit is reached.

    1. If you want to configure specific retention settings for different objects protected by the backup policy, click the Define custom retention policy link.

    In the Custom retention settings window, click Add Object, select the necessary object from the Object drop-down list, and specify the retention period. Click Apply.

    Important

    Attachments associated with objects to which custom retention settings are applied will still be removed according to the main data and attachments retention policy specified in the Keep versions for field.

    1. The settings specified in the Data and attachments retention policy section do not apply to backups of Files, Content and Documents created by the policy. If you want Veeam Backup for Salesforce to automatically delete these backups according to the retention policy, you must configure their own retention settings in the Files, Content, Documents section:
    • To instruct Veeam Backup for Salesforce to remove backups of files associated with object backups that have been already deleted according to the retention policy, select the Purge deleted content older than check box and specify the period after which these files will be removed.
    • To instruct Veeam Backup for Salesforce to remove backups of file versions, select the Purge content versions older than check box and specify the period after which the outdated versions will be removed.

    Configuring Retention Settings