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What should you review if you choose to use an existing data extension for your form data?
Use an Existing Data Extension Be sure to carefully review the data extension’s configuration because it impacts how your form updates the data extension. For example, if the existing data extension uses a primary key, the system attempts to update an existing record for that primary key (called an upsert).
How long is data retained in Salesforce?
As communicated previously, Salesforce guarantees to retain your field history data for up to 18 months through your org, and up to 24 months via Data Loader or the API.
How do you define data retention?
Definition: Data Retention, also called records retention, is the storage of enterprise’s data for compliance or business reasons. The retention periods differ based on the type of information processed, the purpose of processing or other factors.
How to manage data extension in Salesforce trailhead?
With retention settings, you can select who can see what actions are available, set the sharing window, and select which business units have access to shared data extensions. Consider how long you need to keep your data and configure the retention policy settings when creating the data extension.
How to change data retention settings on existing data extension?
You can change data retention settings for existing data extensions, even when they contain data. This can for sure be done in Contact Builder: Just click on Edit under Data Retention, and change the setting to On: If Data Retention is already set, using same approach should also allow you to change the settings.
How long does it take for data extension to be deleted?
Data that passes the retention limits will be permanently deleted, keeping the record counts in line with your ongoing personalization and segmentation needs. By default, the data extension retention policy deletes unused data extensions after 6 months. The deletion process runs nightly.
Can a data extension be linked to a contact record?
Creating a new data extension linked to the contact record. Linking an existing data extension to the contact record. Create data extensions only if you need them and just bring in the data that you need. Views can get messy when you create a lot of data extensions that you don’t need.