What do I get for free with Storage Helper Free Edition?

The free version of Storage Helper includes one Storage Recycle Job that can be configured on a schedule, run after Salesforce Data Export, or manually run.

How can I configure Storage Helper to run automatically?

Storage Helper can be configured to automatically run in one of the two following modes:

  • Automatically run all Storage Recycle Jobs after the standard Salesforce Export Service has completed.
  • Automatically run all active Storage Recycle Jobs on a defined schedule.

 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.

Can Storage Helper recycle files?

Storage Helper can recycle files in Salesforce.

Can Storage Helper send me a notification when we are nearing our Salesforce Storage limit?

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.

Why is the data usage calculation off on the Storage Recycle Jobs page?

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.

My Storage Recycle Jobs have been run, but records that meet my defined criteria still have not been recycled. Why is this happening?

The default behavior of Storage Helper is to only recycle a maximum of 20,000 records when Storage Helper is run. If you would like more than the 20,000 records recycled, you may either adjust the the 'Maximum Number Of Records To Delete' setting by clicking the gear icon. 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.

For additional information about the Salesforce Recycling Bin, you may visit this link.

Why do I not have access to Storage Helper?

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.

How often does Storage Helper calculate my data usage?

Storage Helper calculates data usage hourly.

What happens after the records are recycled?

The records are sent to the Recycle Bin where they will remain until you purge them or for 15 days, whichever is sooner.

How does your app know what records to recycle?

You define which records will be recycled 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.

What is your release process?

The Passage Technology Feature Release Process is available on the website.

Can I back up the records that Storage Helper is recycling?

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 recycled by Storage Helper.

Please view our Getting Started with Storage Helper document to learn how to set Storage Helper Backups.