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            Data Deletion for Analytics

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            Data Deletion for Analytics

            Sometimes it’s necessary to delete a customer’s personal data to comply with various data protection and privacy regulations. We give you examples of common requests and things to consider, so you can comply with the regulations that apply to you.

            Required Editions

            Available in: All Editions

            Data protection and privacy regulations can require you to delete customers’ personal data when customers request it, or when it’s no longer necessary to keep. We’ve listed a few of the regulations that are important to many companies collecting and processing their customers’ data.

            • General Data Protection Regulation (GDPR), European Union
            • Personal Information Protection Act (PIPA), Japan
            • Privacy Act, Australia

            If you have customers or users who want the data that you’ve collected on them deleted, review these common requests and the procedures related to them.

            Common Customer Request Actions to Consider Things to Consider
            My customer left my company for a competitor's. She wants us to delete her personal data from reports and dashboards in our system. After you delete the records related to the customer, refresh any reports that include the customer's personal data.
            My customer left my company for a competitor's. She wants us to delete her personal data from the CRM Analytics and Einstein Discovery content in our systems.
            • In CRM Analytics, use replication to automate data deletion. See the next entry in this table. Replication isn’t available for Einstein Discovery.
            • If you capture historical snapshots, delete the rows containing the customer's personal data in the snapshot.
            I want to automate data deletion for CRM Analytics. Enable Data Sync and Connections
            • When replication is enabled, deleting data from the Sales Cloud also deletes it within CRM Analytics.
            • The timing for full deletion with replication depends on the replication interval. If the replication interval isn’t short enough to meet your customer’s requirements, you can manually refresh the data.
            • The replication process includes retention of a couple of backups. It can take two full intervals to pass before the data is removed from the system.
            • If you capture historical snapshots, delete the rows containing that customer's personal data in the snapshot.
            A sales rep with my firm no longer works with us. She wants us to remove all her personal information from Salesforce. Delete Users

            Consider deleting:

            • Templates
            • Shared folders
            • Stories (Einstein Discovery)
            • Any personal information in unindexed, free-text fields

              A way to search for personal information in unindexed fields is to export the data, and then search for the user’s information.
             
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