Restrict Data Processing


Information noted from Salesforce Community

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.

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 REQUEST ACTIONS TO CONSIDER THINGS TO CONSIDER
My company received a legal hold for certain customer records. Export Data

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.

Restrictions can include the suspension of:

  • Sending email messages
  • Calling
  • Soliciting in general

My customer told me that the personal data we have on file for her is inaccurate.

Because of those errors, she wants us to stop processing her data until we’ve verified the data’s accuracy.

Export Data

Export the customer’s data to retain it. Then, delete her data from Salesforce.

Work with your customer to verify the data’s accuracy. Then, get her approval to resume processing her data.

My customer stopped doing business with us. Although we no longer need his data, he asked that we keep it because he’s involved in a legal proceeding that possibly needs the data. Export Data Export the customer’s data to retain it. Then, delete his data from Salesforce.
For Salesforce Inbox or Einstein Activity Capture, I’d like to prevent email and events related to a specific email address from appearing in the activity timeline.

Adding that email address to the excluded list prevents Salesforce from showing related activity in the activity timeline.

But keep in mind that email and events remain in Salesforce.

If you want to completely restrict processing:

  1. Export the customer’s data to retain it.
  2. Delete the customer’s activity from Salesforce Inbox.
  3. Delete the customer’s data in Salesforce.
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