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Restrict Data for OFM
Learn how to restrict or limit data access and processing in Outbound Funds Module.
- Restrict Data Processing
To comply with certain data protection and privacy regulations, you may be required to restrict certain of your constituents' data within Salesforce, including for Outbound Funds Module.
Restrict Data Processing
To comply with certain data protection and privacy regulations, you may be required to restrict certain of your constituents' data within Salesforce, including for Outbound Funds Module.
We offer the following examples of common requests and considerations to help you plan how best to honor constituent requests around restrictions of data processing. These are only suggestions for your review, and not guaranteed steps for ensuring compliance with any legal rule.
Keep in mind that addressing constituent requests, including those provided for under the GDPR, can be challenging. A one-size-fits-all strategy may not always work, and you may need to adjust your approach when balancing organizational needs and legal obligations. For example, if exporting personal data to satisfy a GDPR data portability request may violate someone else’s rights, you might consider narrowing the fields in scope rather than exporting all data. If deleting personal data to satisfy a GDPR erasure request may conflict with other requirements around record preservation, you might consider anonymizing certain fields rather than wholesale deletion.
As always, there are pros and cons to each approach, including legal and business impacts and risks, and you are responsible for your own compliance obligations in your use of the Salesforce Services and Salesforce.org applications. You should work with your advisors, including legal counsel, to determine whether you are covered under a legal requirement, and come up with a compliance plan that’s best for your organization.
Salesforce resources:
- Restriction of Processing: Restrict How to Process Personal Data
- Export Backup Data
- Export results of SOQL query from workbench
- Export Data with Data Loader
| Common Constituent Request | Actions to Consider | Things to Consider |
|---|---|---|
A constituent has reported that the personal data you have on file for them is inaccurate. Because of those errors, they want you to stop processing their data until you’ve verified the data’s accuracy. |
Export Data | Export the constituent’s data to retain it. Then, delete their data from Salesforce. Work with your constituent to verify the data’s accuracy. Then, get their approval to resume processing her data. |
| A constituent has stopped engaging with your organization and no longer needs their data. However, they asked that you keep their data because they’re involved in a legal proceeding that might require the data but does not want you to process the data. | Export Data | Personal data can exist in many different records and fields. Consider exporting these records and fields for your client:
You can find personal data in unindexed fields by exporting the data, and then searching for the information. You may also consider exporting:
Export the constituent’s data to retain it. Then, delete their data from Salesforce. The export file should be in a structured, commonly used, machine-readable format that is transferable, such as a .csv. And if that person no longer wants you to keep the personal data you’ve collected, you can delete it. |
