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            Data Access and Export for Referral Marketing

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            Data Access and Export for Referral Marketing

            When your customers request it, prepare and pack up the data that you received from them to comply with data protection and privacy regulations. Determine the best way to work toward complying with the regulations that apply to your company.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing

            Some laws require your company to let customers take their data with them. Here’s a couple of regulations that are important to many companies that collect and process their customer data:

            • General Data Protection Regulation (GDPR), European Union
            • Customer Contracts

            If you have customers or users who want to take the data that you received from them, review these common requests.

            Common Customer Request Actions to Consider Things to Consider
            An advocate asked for the personal data that we collected from them and their referral program activity details.

            Export Data

            Build a Report

            Consider which data format best suits your customer’s needs.

            You can use Data Loader to download and share CSV files of a customer's data. See Data Loader Guide.
            A referred friend asked for the personal data that we collected from them and their referral program activity details.

            My company received a legal hold on certain customer records.

            And a court order requires us to provide the data that’s relevant to a specific customer.

            Export Data

            When you export this customer’s data:

            • Retain a copy for restriction of processing purposes.
            • Provide a copy for the court order.
            Tip
            Tip To learn about how you can access and export data in Marketing Cloud Engagement, see Data Access and Export for Marketing Cloud Engagement.

            See Also

             
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