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            Restrict Data Processing for Financial Services Cloud

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            Restrict Data Processing for Financial Services Cloud

            When situations require you to do so, prevent the processing of your customers’ data. We give guidance to help you restrict forms of data processing. That way, you can work toward complying with the laws that are important to your company.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited Editions

            Various laws and regulations require you and your company to sometimes restrict the processing of your customers’ data. We’ve listed a few of the laws that are important to many companies collecting and processing their customers’ data.

            • General Data Protection Regulation (GDPR), European Union

            • Federal Rules of Civil Procedure, United States


            If you encounter situations that require you to restrict data processing for any of your customers, review these common requests and the procedures related to them.

            Common Customer RequestActions to ConsiderThings to Consider
            My customer wants to freeze their account due to pending litigation.

            Export Data

            Delete Records

            Export the customer’s data to retain it. You can also add notes for any other restrictions to processing until the legal hold is lifted.

            If you also delete the records, remove personal data from any integrated source system. This deletion prevents data from being repopulated into Financial Services Cloud.

            Restrictions can include the suspension of:

            • Sending email messages
            • Calling
            • Soliciting in general
            A lead is interested in our services, but they're in the process of relocating. They asked that we wait a few months before we solicit them. Manage Leads

            Don't send email, schedule meetings, or call the lead.

            Select these options in the lead record.

            • Email Opt Out
            • Do Not Call

            And set a reminder to contact your lead at the time they specify.
            My customer is out of the country and doesn't want us soliciting them until they return. Manage Contacts

            Don't send email, schedule meetings, or call the customer.

            Set a reminder to contact your customer at the time they specify.
             
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