FilePreserveHow does Salesforce file archiving work when the files go to your own S3 bucket?
FilePreserve archives Salesforce files by copying each file to an Amazon S3 bucket in your own AWS account, verifying the copy with a checksum, and replacing the file in Salesforce with a small text marker. Your record data is not archived or changed, and no FilePreserve server sits in the middle.
Read the guide → GuideHow do you retrieve archived Salesforce files for an audit?
With FilePreserve you select the records an auditor asked about, run the file merge, and get one combined PDF; files that were already archived are detected and pulled back in automatically, so there is no separate restore step first.
Read the guide → GuideHow does a legal hold protect archived Salesforce files from deletion?
In FilePreserve, a file under legal hold is never deleted, whatever its disposal mode or how long its retention period has run; the hold wins until an admin lifts it.
Read the guide → GuideWhat happens to archived Salesforce files when their retention period ends?
When retention ends, FilePreserve does what each Archive Job is set to do: preserve the file forever (the default), queue it for manual approval, or delete it automatically after an email notice period.
Read the guide → GuideWhat does a Salesforce admin need to set up before archiving files to their own S3 bucket?
Before FilePreserve can archive anything, a Salesforce admin needs an Amazon S3 bucket and an IAM user in the company's own AWS account, then points FilePreserve's Named Credential and External Credential at them; it takes roughly 20 to 30 minutes.
Read the guide → GuideWhat data can the publisher of a Salesforce archive app see?
For FilePreserve, the publisher cannot see your records, your archived files or your AWS credentials in normal operation: the package runs inside your Salesforce org and talks only to your own S3 bucket.
Read the guide → How it worksHow FilePreserve works, in detail
The full path of a file: archive, verify, marker, retrieval, retention and disposal, plus what FilePreserve does not do.
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