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            Data Access and Export for Analytics

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            Data Access and Export for Analytics

            Export customer-related data when customers request it, so that you can work toward complying with various data protection and privacy regulations. We give you examples of common customer requests and things to consider when you evaluate your compliance 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
            A customer is moving to a competing product and wants to port their dashboards and report data. Use the Data Loader export wizard to extract data from a Salesforce object.
            • Export any reports containing the customer’s data.
            • Dashboard charts aren’t available for export, but you can use the Save As function to save a static image of a dashboard component.
            A customer is moving to a competing product and wants to port their CRM Analytics data.
            • Use the Data Loader export wizard to extract data from a Salesforce object.
            • Enable downloading data from CRM Analytics
            • Filter to isolate the data related to the customer before downloading.
            • Download an image of the analysis of the customer’s data.
            A customer is moving to a competing product and wants to port their Einstein Discovery data.
            • Use the Data Loader export wizard to extract data from a Salesforce object.
            • Export and share Insights
            • Export an CRM Analytics dataset associated with any story.
            • Export snapshots of story insights to Quip.
            • Story settings and Einstein Discovery models aren't available for export.
             
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