The free version of Storage Helper includes unlimited Storage Recycle Jobs that can be configured on a schedule, run after Salesforce Data Export, or manually run. If you have the need to delete more than 20,000 Salesforce records a month, upgrade to Storage Helper Premium Edition.
Storage Helper can be configured to automatically run in one of the two following modes:
To change your run mode, click the gear icon on the Storage Recycle Jobs tab and click the Change Run Mode button on the popup. In the dropdown, select your preferred run mode. If you select the defined schedule option you will be prompted to enter your schedule criteria.
Storage Helper can mass delete files in Salesforce.
Yes! You select the percentage of storage usage that you would like to receive the notification and Storage Helper sends the email when the org reaches the threshold. From the Storage Helper Jobs tab, click the gear icon. Enter the Alert Threshold and Notification Email Address(es) and Save.
The Data Usage calculation may be slightly off as Data Storage is processed by Salesforce asynchronously. If you are loading data, the storage usage isn’t reflected immediately. It will also depend on Storage Helper recalculating Data Usage Percentage which is once an hour. If you would like to update the percentage, on the Storage Recycle Jobs page, click the Info icon next to the File Storage used percentage, then click the Recalculate Data Usage Percentage button in the popup.
The default behavior of Storage Helper is to only delete a maximum of 20,000 records when Storage Helper is run. Also, Storage Helper Free Edition is limited to 20,000 record deletions per month. If you would like more than the 20,000 records to be deleted, you may either adjust the the 'Maximum Number Of Records To Delete' setting by clicking the gear icon, or you may also manually run Storage Helper multiple times if you do not want to adjust the 'Maximum Number Of Records To Delete' custom setting. With either option, an upgrade to Storage Helper Premium Edition is required to delete more than 20,000 records per month.
You may not have access to use Storage Helper because you are not assigned to the permission set for the app. If you would like access, you may ask one of your Salesforce administrators to add you to the Storage Helper permission set.
Storage Helper calculates data usage hourly.
The records are sent to the Recycle Bin where they will remain until you purge them or for 15 days, whichever is sooner. Also, if you are using the Backups option, you can download the .csv file of the records from the Backups tab.
Go to the Storage Helper Archive Search Tab. Type in the name of the record you would like to restore and click Search. You can either download the backup or simply click Restore Record.
You define which records will be deleted based on criteria that you add to your Storage Helper Setting. For example you could add criteria to Cases: Closed = True and Closed Date <= 365 days.
Yes! By selecting the Hard Delete Records checkbox on the Storage Recycle Job Edit screen, the records that Storage Helper deletes will not be sent to the Recycle Bin.
Yes! You can either set Storage Helper to run automatically after your Salesforce Data Export runs or set Storage Helper Backups to backup the records that are deleted by Storage Helper.
You can access your Storage Usage Analytics by clicking the "Storage Usage Analytics" tab while using the application.