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            Data Access and Export for Loyalty Management

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            Data Access and Export for Loyalty Management

            When your customers request it, prepare and pack up the data 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: Performance, Enterprise, Developer, and Unlimited Editions.

            Some laws require your company to let customers take their data with them. Examples of regulations that are important to many companies collecting and processing their customers’ data include:

            • 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
            My loyalty program member asked for the personal data we collected from them and the transaction activities in the loyalty program.

            Export Data

            Build a Report

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

            You can use Data Loader to download and share CSV files of a customer's data. See Data Loader Guide.

            We 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.
             
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