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            Data Access and Export in Account Engagement

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            Data Access and Export in Account Engagement

            When your customers request that you share the data you’ve received from them, Account Engagement offers tools to help you comply with data protection and privacy regulations. Review these examples of common customer requests and things to consider. Then determine how best to comply with the regulations that apply to your company.

            Required Editions

            Available in: all editions

            Here are a few of the most common regulations that are important to companies collecting and processing customer data.If you have customers or users who want to take the data that you’ve received from them, review these common requests. We’ve provided links to the procedures related to those requests.

            Common Customer Request Actions to Consider Things to Consider
            A contact on my account left the company and wants to take her information with her. Export Prospects

            Use the Account Engagement API or a CSV export.

            Consider archiving the prospect in the recycle bin, then contacting support to permanently delete the prospect.

            My prospect decided to not proceed with a potential deal with us. Instead, she’s working with our competitor.

            She asked for the personal data we collected from her.

            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 Prospects

            When you export this customer’s data:

            • Retain a copy for restriction of processing purposes.
            • Provide a copy for the court order.
            • General Data Protection Regulation (GDPR), European Union
            • Customer Contracts
             
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