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Configure File Cleanup

Impowr utilises a custom object called Uploaded File (pw_si__UploadedFile__c) to log the information of every import that has occurred via the Import File component.

For each Uploaded File record, Impowr uses Salesforce’s File (ContentDocument) storage to store the associated import files. These include:

  • The original source file uploaded by the user
  • The results files for successful and failed records
  • The import snapshot used for undo operations

To prevent the build-up of unnecessary files over time, Impowr provides cleanup functionality to automatically delete these files from File (ContentDocument) object. Cleanup only removes the files themselves — the Uploaded File records are retained indefinitely.

Understanding File Retention

By default, files imported through the Import File component are retained for 90 days. The date after which a file becomes eligible for cleanup is recorded on the associated Uploaded File record in the Retain Until Date field.

You can define a custom retention period when placing the Import File component. This is covered in the relevant Lightning Page Placement documentation.

Step 1: Assign Permission Sets

The user who enables and owns the cleanup job must have both of the following permission sets assigned:

  • Impowr Admin User — required to access the Impowr Setup page. See Configure Admin Permissions.
  • Impowr Cleanup User — required for the cleanup job to run. Assign using the steps below.

To assign the Impowr Cleanup User permission set:

  1. Navigate to the Impowr app in App Launcher.
  2. Select the Impowr Setup tab.
  3. Select the Impowr Cleanup User hyperlink.
  4. Click Manage Assignments and follow the steps to assign the permission set.

Step 2: Enable Automatic Cleanup

Follow the steps below as the same user who was assigned the permission sets in Step 1:

  1. Navigate to the Impowr app in App Launcher.
  2. Select the Impowr Setup tab.
  3. Toggle the Automatic Cleanup switch to On.

Note: The toggle is disabled if the current user does not have the Impowr Cleanup User permission set assigned. Complete Step 1 first.