Toolbox EDRMS
Data Storage, Retention & Compliance | Foundation Edition
By Toolbox
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- Not rated yet
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- Pricing
- Free
- Listed since
- 2026
About Toolbox EDRMS
100% Native Automated Data Retention & Scheduled Hard Deletion
Toolbox EDRMS Foundation Edition is a 100% native Salesforce compliance engine designed to manage data classification frameworks, records integrity, and end-of-life disposal schedules without your data ever leaving your secure environment.
Engineered as a modern 2GP managed package, the app seamlessly automates complex corporate file plans to satisfy strict regulatory obligations. Because it runs entirely within your existing Salesforce infrastructure, it requires zero external APIs and zero third-party data processing, allowing you to completely bypass lengthy corporate InfoSec security reviews.
As best practice, test all retention policies in a Sandbox environment before deploying to Production to ensure the outcome is as desired.
Highlights
- 100% Native Security Architecture: Your sensitive data, compliance classification rules, and underlying records never leave your Salesforce org, automatically inheriting your existing user access and permissions.
- True Regulatory Deletion Guardrails: Automate retention schedules to execute permanent hard-deletes, systematically purging expired data to permanently lower expensive data storage tier limits. Apply Legal Hold on record to prevent deletion.
- Immutable Compliance Audit Ledger: Every single change and hard-delete action automatically generates a tamper-proof, immutable native audit log, providing ironclad verification for legal audits.
- Flexible Execution Workflows: Configure disposal schedules to run as automated background tasks or enforce mandatory "Review & Approve" notification workflows before any data destruction occurs.
- Multi-Regulatory Framework Support: Designed to meet the stringent data retention and erasure requirements of GDPR (Right to be Forgotten), HIPAA, FINRA, IRS and regional compliance mandates.
- Why Foundation Edition is Free: We believe enterprise-grade compliance shouldn't be locked behind massive price barriers. This foundational utility is provided entirely free to support the trailblazer community and introduce ourselves as a key partner.
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Pricing
Free.
Compatibility
- Works with
- Service Cloud
- Financial Services Cloud
- Health Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on April 17, 2026
- Industries
- Financial Services
- Healthcare & Life Sciences
- Public Sector
- Languages
- English