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            Restrict Data Processing for the Salesforce Platform

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            Restrict Data Processing for the Salesforce Platform

            When situations require you to do so, prevent the processing of your customers’ data. We give guidance to help you restrict forms of data processing. That way, you can work toward complying with the laws that are important to your company.

            Required Editions

            Available in: All Editions

            Some laws and regulations can require you and your company to sometimes restrict the processing of your customers’ data. We’ve listed a few of the laws that are important to many companies collecting and processing their customers’ data.

            • General Data Protection Regulation (GDPR), European Union

            • Federal Rules of Civil Procedure, United States


            If you encounter situations that require you to restrict data processing for any of your customers, review these common requests and the procedures related to them.

            Common Customer Request Actions to Consider Things to Consider
            My company received a legal hold for certain customer records. Use the Data Loader export wizard to extract data from a Salesforce object. Export the customer’s data to retain it. You can also add notes for any other restrictions to processing until the legal hold is lifted.

            My customer told me that the personal data we have on file for her is inaccurate.

            Because of those errors, she wants us to stop processing her data until we’ve verified the data’s accuracy.

            		 Use the Data Loader export wizard to extract data from a Salesforce object.

            Export the customer’s data to retain it. Then, delete her data from Salesforce.

            Work with your customer to verify the data’s accuracy. Then, get her approval to resume processing her data.
            My customer stopped doing business with us. Although we no longer need his data, he asked that we keep it because he’s involved in a legal proceeding that possibly needs the data. Use the Data Loader export wizard to extract data from a Salesforce object. Export the customer’s data to retain it. Then, delete his data from Salesforce.
             
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