Compliance Archiving for Salesforce – Nuclei, Inc.

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
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

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

Supported Archives

The following archiving destinations are supported for Salesforce archiving:

ACA ComplianceAlpha
Dell EMC SourceOne
Global Relay Archive
Microsoft Purview
Mimecast Cloud Archive
Proofpoint Archive
Smarsh Digital Safe
Smarsh Enterprise Archive
Smarsh Professional Archive
Veritas Enterprise Vault
ZL Unified Archive

Getting Setup

Installation

The following configuration is required to initiate archiving:

Create a new Salesforce service user
Assign the correct permissions to the Salesforce service user
Provide Nuclei with required information for connectivity
- Instance URL
- Username
- Password
- Security Token

Uninstallation

Create new deprovisioning request with Nuclei

Additional Resources

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.