#Enable Approval Process

To avoid accidental data loss, you can set an approval process for the data cleanup and retention period change. With this feature enabled, requests and email notifications will be sent to the administrators when you perform data cleanup or change retention period.

Then administrators can access the Cloud Backup for Salesforce® interface and click the My tasks button on the upper-right of the interface to view the request details, and then approve or reject your requests. Once approved, the requests will trigger either the data cleanup jobs or an update to the retention period. Note that the requests will be automatically invalidated if not approved within 7 days.

The My tasks button.

Complete the following steps to enable the approval process for data cleanup:

1. Navigate to Settings > Security.

2. Click Approval process. All organizations that you manage are displayed.

3. Turn on the toggle next to the organization for which you want to enable the approval process. Note that once enabled, the approval process cannot be disabled.

4. In the confirmation window, click Enable to confirm and enable the setting. You can also click Cancel to close the panel without saving any changes.