Track file deletion events and maintain attachment history in Salesforce

using Coefficient excel Add-in (500k+ users)

Track Salesforce file deletion events and maintain attachment history using automated snapshots and comparison reporting for audit trails.

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SalesforceNativetools can’t track ContentDocument deletions since deleted records aren’t accessible through standard queries. But you can maintain comprehensive attachment history through proactive snapshot tracking.

Here’s how to create audit trails for file deletions and preserve attachment metadata even after files are removed.

CoefficientMaintain attachment history usingSnapshots

Salesforce’slimitations around deletion events require a proactive approach to attachment history. Coefficient’s Snapshots feature in Google Sheets is particularly effective for maintaining historical attachment data and identifying when files were removed.

How to make it work

Step 1. Set up your attachment tracking query.

Create a custom SOQL query to capture current attachment state:

Step 2. Schedule daily snapshots.

Use Coefficient’s automated snapshot feature to create daily tabs showing attachment state over time. Set retention settings to preserve historical data for your required audit period (30, 60, or 90 days).

Step 3. Create comparison reports between snapshots.

Compare snapshots to identify when files were removed by looking for ContentDocumentIds that appear in older snapshots but not in recent ones. This gives you a clear audit trail of deletion events.

Step 4. Preserve attachment metadata permanently.

Even after files are deleted from Salesforce, your snapshots preserve the attachment metadata including file names, creation dates, and parent record associations for compliance reporting.

Build audit trails that native tools can’t provide

Start buildingAutomated snapshot scheduling with timestamp preservation gives you comprehensive attachment history tracking that Salesforce’s native tools simply cannot offer.your attachment audit trails today.

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