Salesforce is now enforcing a retention limit for Field History Tracking data. The big news came with the Salesforce’s Winter ’19 release.
So, what does this mean?
Well, for starters Salesforce has always provided you the ability to access your Field History Tracking data either via Data Loader or the API. Salesforce guaranteed Field History Tracking data retention for up to 18 months through your org and up to 24 months via the API. Up until the Winter ‘19 release, Salesforce hasn’t enforced the 18-month retention policy. Now, you can only access data older than 18 months in a limited fashion via Data Loader or the API.
With the Spring ’19 release, Salesforce began the process of removing Field History Tracking data older than 24 months. During this release, users were still be able to access their Field History Tracking data up to 24 months old via Data Loader or the API.
Not having access to Field History Tracking data older than 24 months could be a major regulatory compliance or internal policy concern for organizations in highly-regulated industries.
This new policy applies to all orgs created after June 1, 2011 who have not purchased the Field Audit Trail add-on. However, if your org was created prior to June 1, 2011 you are currently safe, as Salesforce has committed to retain your field history beyond the 18-month limit.
What are your options if your org was created after June 1, 2011?
Option 1: Purchase the Field Audit Trail add-on.
The Field Audit Trail (FAT) add-on allows you to define a policy to retain archived Field History Tracking data up to 10 years from the time the data was archived. After the Winter ’19 release, you had a few months grace period to either purchase FAT. Unfortunately, the grace period ended with the Spring ’19 release, but you can still purchase the add-on by contacting Salesforce customer support.
Option 2: Back up your data.
Salesforce recommends that all of its customers use a partner backup solution. Luckily, for OwnBackup customers we make it very easy to make sure your Field History Tracking data is retained indefinitely. With OwnBackup, you can back up History Tables daily or on-demand. OwnBackup also gives you the ability to export History Tables from within the OwnBackup user interface via CSV or to a SQL database, or even via the OwnBackup API.
If you have any other questions regarding Field History Tracking data, or OwnBackup in general, please reach out to our team to learn more.