Stale records on core objects

Why it matters

40% of contacts (20,000 of 50,000 records) have not been modified in over 3 years. The check scores the worst object; every assessed object's figure is listed below.

What to do

Decide on a retention rule.

RevOps · About 6 hours · You can do this

How to fix it

1. Define the retention horizon for each listed object (for example 3 years after last activity).
2. Build a view of records older than the threshold and review it with the business.
3. Archive, delete or flag the records the business no longer needs, and record the rule.