Configure Retention in GPTfy
Retention acts as a setting page accessible via the AI Settings tab. AI Settings comprise three main tabs:
Data Retention
Data retention in GPTfy is a powerful feature that enables users to manage AI security audit records by deleting them a specified number of days after they were created.
This not only reduces clutter but also enhances performance.
Preferences
The Preferences section displays a list of custom labels that can be enabled, each with its status. Follow the step-by-step procedure below to configure AI Retention.
Licenses
GPTfy offers two types of licenses: Pro, and Enterprise. This license tab contains the license record that the user has and the details associated with the license.
Retention
Step 1: Access Data Retention
- Open Salesforce Cockpit.
- Click on the “Retention” tile to open a new tab – AI settings, dedicated to Retention.
Step 2: Activate Retention
In the “Delete Security Record After (Days)” field, specify how long AI Security Audit records should be retained in Salesforce. For example, if you enter “30,” records created will be kept for 30 days before deletion. The number should be more than 0 in this field. Additional fields include:
- Total Records Purged: Displays the total number of records deleted.
- Last Ran (Date/Time): Shows the timestamp of the last retention process.
- Next Run (Date/Time): Displays when the next retention is scheduled.
Step 3: Set Retention Period
- In the “Number of Days” field, specify how long AI Security Audit records should be retained in Salesforce. For example, if you enter “30,” records created will be kept for 30 days before deletion. Additional fields include:
- Total Records Purged: Displays the total number of records deleted.
- Last Ran (Date/Time): Shows the timestamp of the last retention process.
- Next Run (Date/Time): Displays when the next retention is scheduled.
Step 4: Schedule Retention
- To schedule the retention process, you need to use the “Schedule Apex” feature in the Apex classes. Here’s how:
- Open the Apex classes in the Salesforce setup.
- Click the “Schedule Apex” button.
Step 5: Configure Apex Job
- In the “Schedule Apex” window, provide the following details:
- Job Name: Assign a name to the job.
- Apex Class: Select the ‘AI Retention Scheduler’ Apex class.
- Schedule Apex Execution:
- Frequency: Choose between weekly or monthly.
- Start Date: Specify the start date for the retention process to get scheduled.
- End Date: Determine the end date for the scheduled retention.
- Preferred Start Time: Select a preferred time for the schedule.
- After setting these parameters, click “Save.”
Step 6: Verify Scheduled Job
- Once saved, a scheduled job will be created.
- Open the “Scheduled Jobs” section in Salesforce setup to verify its existence.
- To ensure that the next run time is updated, refresh the AI Retention tab.
Preferences
The “Preferences” section allows you to manage custom labels, enabling you to make UI changes and enhance specific functionalities. These custom labels act as controllers, influencing the behavior of various features. Here are the available preferences:
- File Processing: Enables the feature of processing attached files in any record.
- Adding Prefix/Suffix: Adds a prefix and suffix to prompt components when creating a JSON prompt.
- Typewriter Effect: Enables a typewriter effect while adding the response to the GPTfy console.
- Exception Log: Enables the GPTfy to log the exception that occurred during the retention process.
- Prompt Versioning: Enabling this feature allows us to preserve the Prompt configuration in the ContentVserion file.
By configuring AI Retention and managing preferences in GPTfy, you can streamline your Salesforce experience and optimize your data storage and user interface.