Curious how others are tackling this. Leads and contacts pile up over time — people who never converted, went cold, or changed jobs years ago. Do you have automated rules set up to remove them or is it still a manual cleanup project every few months?
I built a managed package on the AppExchange that lets admins define rules once — inactive for 12 months, never converted after 90 days, etc — and it removes records automatically with a full audit trail. Trying to validate that I solved the right problem before building more features.
Would love to hear how your org handles it today.
Hello @jake finegold yes indeed. You can make this delay value customizable to make your package compliant with different regulations / requirements. You can choose to anonymize them also to comply with regulations. Eric
