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Conga Product Documentation

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CLM for Salesforce

Creating Retention Policies

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To edit a retention policy

A retention policy must have been already created.

  1. Click Retention Policies and select the policy which you need to edit by clicking on the policy name link.
  2. To edit the retention policy specifications, click Edit Spec in the policy detail page to open the Edit Policy Specification page.
  3. In the Filter section, select the following options.
    1. From the Field dropdown, select a field, select an operator, and enter a value for the field.
    2. (Optional) If required, add more filters.
    3. (Optional) Click Add Row to add more rows.
    4. Click Advanced Options to add advanced filter conditions. For example, (1 OR 2) AND 3 AND NOT 4.
  4. In the Rule section, select the following options.
    1. Select the Retain Forever checkbox to retain the agreements matching the filter criteria forever. When you select the checkbox other options in the Rule section are not visible.
    2. In the Period field, enter the number of years. You can also select Days or Months according to your requirement.
    3. In the After Date dropdown, select a date after which the retention period starts.
  5. Click Ok.


    Note: The RetentionPolicyEdit Visualforce page enables the filter creation and a rule according to the Retention Policy Schema.
Administrator Guide
CLM

December 31, 2024