Storage Minder Archive
Reduce your Salesforce Data Storage - automatically...
Reduce your Salesforce Data Storage and Keep it WITHIN the Limit
Storage Minder Archive processes all completed tasks/emails/calls that meet your criteria: older than number of days (default is 1 year), has a specific Subject (skip or delete), and creates Adobe PDF files of the content (date, time, who to - contact or lead, related object, owner name, subject and description - just like when you click View All in Activity History) by the Contact/Lead/Account/Case/Opportunity and then attaches the PDF to the corresponding Contact/Lead/Account/Case/Opportunity. A typical PDF will contain 50 to 100 completed tasks/emails/calls.
No need to pay for extra, expensive Data Storage.
What your users see
Each Contact/Lead/Account/Case/Opportunity that has tasks/emails/calls archived will have PDFs containing the content of those tasks/emails/calls.
Each PDF contains up to 100 tasks/emails/calls.
The content of the PDFs are formatted to complement the View All in the Activiy History.
Frequently Asked Questions
The Storage Minder Archive PDFs are standard PDFs and can be viewed by any PDF reader.
Storage Minder Archive processes approximately 300K tasks/emails/calls per hour.
Attachments on tasks/emails/calls are deleted when the tasks/emails/calls archived are deleted by the archiving process. Organizations know that important attachments on tasks/emails/calls are already saved on the Contact/Lead/Account/Case/Opportunity or related object so there is no need to save them again. The extra benefit is that all the meaningless attachments (i.e. "image001.jpg") are removed from your Salesforce storage.
If you have special fields on Activities that you need to have archived also, you can use the Storage Minder Settings Dynamic Fields to include those fields in its archiving process.
Storage Minder Archive is available for Salesforce Enterprise, Professional and Unlimited editions.
Storage Minder Archive does not require Salesforce Lightning.
$995 per year. Storage Minder Analyze and Storage Minder Clean are included.