
Toolbox EDRMS - Data Retention & Compliance | Foundation Edition for Salesforce AppExchange
By Toolbox
Toolbox EDRMS - Data Retention & Compliance | Foundation Edition is the #24 ranked security app on Salesforce, with a free plan available, as of Jul 14, 2026.
Toolbox EDRMS - Data Retention & Compliance | Foundation Edition is a Salesforce AppExchange app by Toolbox.
AppRanks data: Toolbox EDRMS - Data Retention & Compliance | Foundation Edition ranks #24 in Security on Salesforce AppExchange, placing it in the top 52% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Toolbox EDRMS - Data Retention & Compliance | Foundation Edition is a newly-listed Salesforce app with a limited review volume. It is listed in the Security category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. no published reviews yet means feature claims are unverified by the wider merchant base. Without a published review base, the only fit-signal available is the developer's own documentation plus the marketplace's listing-quality audit (linked below). The free tier lets you trial the entry feature set without committing a payment method. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +Free tier available — no card required to evaluate
- +Published by Toolbox — established developer track record
Cons
- −No public reviews yet — fit and reliability are unverified
Looking to switch from Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?
See Toolbox EDRMS - Data Retention & Compliance | Foundation Edition's alternatives ranked by audit score, rating, and review velocity.
About Toolbox EDRMS - Data Retention & Compliance | Foundation Edition
How Toolbox EDRMS - Data Retention & Compliance | Foundation Edition works
100% native Toolbox EDRMS brings enterprise-grade Document & Records Management directly into your Salesforce org.
AVOID FINANCIAL PENALTIES: Adhere to regulations and only keep data for as long as needed and no longer
REDUCE STORAGE COSTS: Free up space by deleting records you don’t have to keep
COMPLIANCE & SECURITY: Automate retention policies for GDPR, FINRA or HIPAA
EASE OF USE: 2-clicks to add record into File Plan
RECORDS MANAGEMENT: Classify, store and manage records directly within Salesforce
SECURE AUDITING: Maintain a complete, tamper-proof audit trail for every record
IDEAL FOR: Organisations in regulated industries such as government, finance, healthcare and utilities that require robust records and retention management within Salesforce.
Strengthen compliance with internal and external regulations; reduce risk through automated retention and audit controls; save time by managing records where your data already lives - in Salesforce and gain full visibility and accountability across your organisation.
As best practice, test all retention policies in a Sandbox environment before deploying to Production to ensure the outcome is as desired.
Key features
- To provide evidence of an activity or transaction, and demonstrates accountability
- Supports "Archival Obligations", i.e. retain only for allowed time and no longer
- Enforces integrity and security of records and explicit disposal schedules
- Trusted record keeping
- Ensures Regulatory and Legal compliance and penalty avoidance
- Aid to compliance with GDPR, FINRA and HIPAA and similar regulations
- Comply with IRS and State regulations (USA)
- Enforces integrity and security of records and explicit disposal schedules
- Free up data and file storage / reduce storage costs, i.e. keep only what you need
Category rankings
As of Jul 14, 2026- Security#24of 47Top 52%
- Process Management#40of 100Top 40%
- Document Management#120of 177Top 68%
- Data Management#175of 300Top 59%
- Finance#277of 535Top 52%
- It And Administration#811of 1,462Top 56%
- Productivity#866of 1,629Top 54%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
Toolbox EDRMS - Data Retention & Compliance | Foundation Edition ranks for 5 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #3
- Rank #5
- Rank #9
Competitors & alternatives
Toolbox EDRMS - Data Retention & Compliance | Foundation Edition doesn't have curated competitor matchups yet. Other tracked security apps on Salesforce:
Frequently asked questions
What is Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?
Toolbox EDRMS - Data Retention & Compliance | Foundation Edition is an app for Salesforce. It is published on Salesforce AppExchange and tracked by AppRanks, and it has been listed on the marketplace since 2026. It is listed under the Security category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Toolbox.
Is Toolbox EDRMS - Data Retention & Compliance | Foundation Edition free?
Toolbox EDRMS - Data Retention & Compliance | Foundation Edition offers a free plan that merchants can install on Salesforce without entering payment details. Pricing details on this page are mirrored from the live Salesforce listing and refresh on each scrape cycle.
Who uses Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?
Toolbox EDRMS - Data Retention & Compliance | Foundation Edition is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Security category on Salesforce.
Where does Toolbox EDRMS - Data Retention & Compliance | Foundation Edition rank on Salesforce?
Toolbox EDRMS - Data Retention & Compliance | Foundation Edition currently sits at position #24 in the Security category on Salesforce. That places it in the top 51% of 47 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does Toolbox EDRMS - Data Retention & Compliance | Foundation Edition integrate with?
Toolbox EDRMS - Data Retention & Compliance | Foundation Edition lists 4 integrations on its Salesforce marketplace page. The most prominent are Service Cloud, Financial Services Cloud, Health Cloud, None. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.