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Compliance Archiving for Salesforce

Hiro
Updated

Overview

Nuclei provides Salesforce customers with the ability to automatically export and archive all communications occurring within Salesforce, including:  

  • Audit Trail
  • Case Comments
  • Chatter Feed Items
  • Chatter Messages
  • Email Messages
  • Interaction Summary
  • Live Agent Chat Transcripts
  • Secure Document Deliveries
  • Shared Files
  • Task Comments
  • All other Standard Object supported by Salesforce

As a first step, you must create a service account on your Salesforce instance that has access to all objects in scope for archival. Afterwards, Nuclei will automatically retrieve and archive Salesforce content for review, retention, or export into your existing compliance archive. 

 

Prerequisites

  • Salesforce REST API
  • Salesforce Service Account user credentials

 

Scope

Audit Trail

Setup Audit Trail records are supported for compliance tracking. The following metadata is available for each audit record:

  • Action (changes made)
  • Created By (user making the change)
  • Created Date
  • Delegate User (if applicable)
  • Display Information
  • Section (area of setup being modified)

 

Case Comments

Case comment records are supported for archiving. The following metadata is available for each comment:

  • Comment Body
  • Created By
  • Created Date
  • Is Published (public/private status)
  • Last Modified Date
  • Parent Case ID

 

Chatter Feed Items

Chatter posts and their associated comments are supported for archiving. The following metadata is available:

  • Body
  • Comments
  • Comment Body
  • Created By
  • Created Date
  • Created By
  • Created Date
  • Last Modified Date
  • Link URL (if applicable)
  • Parent ID
  • Related Record ID
  • Title
  • Type (TextPost, LinkPost, ContentPost, etc.)

 

Chatter Messages

Direct messages between Salesforce users are supported for archiving. The following metadata is available:

  • Body
  • Conversation ID
  • Sender ID
  • Sent Date

 

Email Messages

Secure email messages are supported for archiving. The following metadata is available:

  • From Address
  • Has Attachment
  • Message Date
  • Parent ID
  • Subject
  • Text Body
  • To Address

 

Interaction Summary

Interaction Summaries are supported for archiving. The following types of metadata are supported for each summary:

  • Account ID
  • Interaction ID
  • Meeting Notes
  • Name
  • Owner ID
  • Related Account
  • Related Owner

 

Live Chat Transcripts

Live Agent Chat Transcript messages are supported for archiving. The following types of metadata are supported for each message:

  • Abandoned
  • Account ID
  • Average Response Time
  • Body
  • Case ID
  • Chat Duration
  • Chat Key
  • Contact ID
  • Ended By
  • End Time
  • Is Chatbot Session
  • Late Referenced Date
  • Lead ID
  • Live Chat Visitor ID
  • Location
  • Name
  • Owner ID
  • Referrer URI
  • Skill ID
  • Start Time
  • Supervisor Transcript Body
  • Wait Time

 

Secure Document Deliveries

Content distribution records are supported for archiving. The following metadata is available:

  • Content Document ID
  • Content Version ID
  • Created Date
  • Distribution Public URL
  • Name
  • Preferences Allow Original Download
  • View Count

 

Shared Files

Content document records are supported for archiving. The following metadata is available:

  • Content Size
  • Created Date
  • File Extension
  • File Type
  • Last Modified Date
  • Owner Name
  • Sharing Information
  • Linked Entity ID
  • Share Type
  • Title

 

Task Comments

Task records and their associated comments are supported for archiving. The following metadata is available:

  • Created By
  • Created Date
  • Description
  • Last Modified Date
  • Priority
  • Related To ID (WhatId)
  • Related To Who ID (WhoId)
  • Status

 

Getting Setup

Salesforce

The following configuration is required to initiate archiving:

  • Create a new Salesforce service user
  • Assign the correct permissions to the Salesforce service user 
  • Collect the information required for configuring a new Source within the Nuclei application
    • Username
    • Password
    • Security Token

 

Nuclei

To enable Salesforce capture and archiving

  1. Login to https://app.nuclei.ai 
  2. Select "Configuration" > "Sources"
  3. Select "New"
  4. Select "Source Type", then select "Salesforce"
  5. Select "Create Source"

Next, you will need to authorize the Nuclei connection to Salesforce:

  1. Select "Create Authorization"
  2. Enter the "Salesforce Username"
  3. Enter the "Salesforce Password"
  4. Enter the "Salesforce Security Token"

 

Uninstallation 

Nuclei

To pause or disable capture:

  1. Login to https://app.nuclei.ai 
  2. Select "Configuration" > "Sources"
  3. Select the desired "Salesforce" feed
  4. De-select "Capture Enabled"

 

Additional Resources

Export Destinations

Salesforce - Reference - Standard Objects

 

More Information

For more information on Compliance Archiving for Salesforce and for a demonstration of related capabilities, please contact Nuclei's sales team at hello@nuclei.ai. 

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