Salesforce collections for eDiscovery
Salesforce is not a flat repository. Acerion builds matter-specific collections across objects, relationships, files, histories, and collaboration content so the evidence remains understandable when it reaches review.
A relevant Account, Case, Opportunity, or custom object may lead to related activity, users, Chatter, field history, attachments, and Salesforce Files. A useful collection must follow those connections without expanding beyond the matter.
Meaning is distributed across parent, child, junction, and lookup relationships.
Custom objects, fields, automation, and retention practices make every organization different.
Records, history, collaboration, classic attachments, and ContentVersion files require different collection paths.
Designed around the evidence
Start from queries, record identifiers, custodians, date ranges, or defined populations, then select the fields and connected objects the matter requires.
Map and collect the records around each starting population while maintaining the keys that explain how the data connects.
Collect the content that standard row exports frequently leave behind and document the version policy used.
Preserve the planned scope, monitor progress, and validate results so the collection can be explained and, when necessary, repeated.
Controlled from scope to delivery
Identify the issues, custodians, Salesforce environments, target records, and relevant content types.
Inspect the organization schema and build the object, field, relationship, file, and history scope.
Execute through authenticated APIs with controlled queries, progress tracking, and documented exceptions.
Reconcile populations, relationships, files, and errors before packaging the evidence for review.
Delivery
The final package is organized for downstream review and supported by documentation that explains what was collected, how it was collected, and how completeness was assessed.
Practical details
Collections can include standard and custom objects, related records, Chatter, Salesforce Files, classic attachments, field history, activities, and relevant user context.
Yes. Scope can be based on custodians, object populations, record identifiers, queries, fields, date ranges, and defined relationship paths.
Source identifiers and relationship keys are retained so parent, child, lookup, and junction relationships can be understood in the delivered data.
The collection can include the saved scope, execution logs, counts, exceptions, file-version decisions, and validation summaries appropriate to the matter.
Explore another source
Start with the source
We will help translate the request into a focused, defensible collection plan.
Start a collection request