Social Media Archiving supports the disposal of social media records from your archive. There are two options for setting retention rules, detailed below. Before creating a retention rule in your archive, please familiarize yourself with the considerations on records disposition.
Default Retention Rule: This will set a rule that applies to all records within the organization.
Scoped Retention Rule: This is a set of rules that can be set to specific accounts, account owners, or tags. All scoped rules configured take precedence over the default retention rule unless the default requires a minimum retention period. If multiple rules apply to a given record, that record will be retained based on the rule with the longest retention time.
Important Note
Retention rules are also applied to any accounts marked as historical within the archive.
Who can use this feature?
System Admin
Set Up Default Retention Rules
Sign in to your site
Navigate to the Configure tab:
Select Retention Rules from the left side menu:
Select Add Default Retention Rule:
Select the desired Time Period:
Select desired Compliance Options:
Require minimum retention period: This sets the default rule as the minimum time for a retention rule, overriding potentially shorter time periods that may be specified in scoped retention rules
Make the rule permanent: This sets the rule as a mandatory minimum record-keeping period
Click the Save button:
Set Up Scoped Retention Rules
Sign in to your site
Navigate to the Configure tab:
Select Retention Rules from the left side menu:
Select Add Retention Rule:
Add a Name for the Retention Rule:
Add a Description of what the parameters of the rule are:
Define your Scope using the drop-downs:
Specific Accounts:
Accounts Owners:
Records Tags:
Add More: Select to add more than one scope record.
Select the Time Period:
Click the Save button:
Once configured, system admins can see notifications on the Dashboard letting them know if they have any records that are past their retention periods. At that point, the admin can view and permanently dispose of the records. System admins will receive an email notification when records are disposed of from the archive.