Archive your Salesforce files. Never lose access to them again.
FilePreserve cuts your Salesforce file storage costs by archiving old attachments — and unlike a separate archive vendor, it never locks you out. Pull files from an entire related-record graph into one audit-ready PDF, on demand, whether they're still live or already archived. No manual "unarchive this first" detour, ever.
Archive on a schedule. Retrieve in one click.
Two connected halves, built as one system — not a storage tool bolted to a document tool.
Set up an archive job
Pick the object, set filters (any AND/OR combination), set a schedule. Old files move to low-cost external storage automatically.
Merge across the whole record
One click gathers every file across a record's full related-list graph — not just one record's attachments — into a single PDF.
Nothing is ever out of reach
Archived files are flagged and auto-rehydrated the moment you select them for a merge. You never have to leave the screen.
Archiving with a separate vendor breaks the retrieval you actually need.
With most archive tools, once a file is archived it's genuinely gone from your normal workflow — you have to go find it in a separate tool, manually restore it, and only then can anything else touch it. That's fine for cold storage. It's a real problem the moment an auditor asks for a complete record.
Archive vendor moves a file to its own storage. Your document-merge tool can't see it anymore. Someone has to log into the archive vendor's own console, manually restore the file, then come back and try the merge again — one file at a time, mid-audit, under time pressure.
The archive and the merge tool are the same system. A file being archived changes nothing about how you retrieve it — it's detected, rehydrated, and merged in the same flow as any other file. No console switch, no manual restore step, no waiting.
Built for teams that get audited.
If your Salesforce org holds documentation that a regulator can ask for on short notice, this gap has probably cost you time before.
FDA CAPA / complaint teams
Complaint files, investigation records, and corrective-action documentation — assembled into one packet the moment it's requested.
CMS RADV audit response
Pull supporting documentation across a member or claim's full related-record graph without a manual restore detour.
Salesforce admins under storage pressure
Cut file storage costs without giving up the ability to produce a complete record whenever it's actually needed.