Data Access and Export


Information noted from Salesforce Community

When your customers request it, give them access to the data you’ve received from them to work toward complying with data protection and privacy regulations. We give you examples of common customer requests and things to consider. That way, you can determine how best to work toward complying with the regulations that apply to your company.

Some laws require you and your company to let customers take their data with them. We’ve listed a few of the obligations that are important to many companies collecting and processing their customers’ data.

  • General Data Protection Regulation (GDPR), European Union
  • Customer Contracts

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 Data

Consider which available data format best suits your customer’s or prospect’s needs.

And if that person no longer wants you to keep the personal data you’ve collected, you can delete it. See Delete Records.

If you subscribe to Sales Cloud Einstein and want to export lead data, you can request data containing past versions. Just contact Salesforce Customer Support for help.

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.

Export Data

Consider which available data format best suits your customer’s or prospect’s needs.

And if that person no longer wants you to keep the personal data you’ve collected, you can delete it. See Delete Records.

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.
For Salesforce Inbox or Einstein Activity Capture, I’d like to give customers access to email read receipts I received after they opened email from me. Create a case with Salesforce Customer Support After you create a case, you'll get access to the read receipts for all email messages on which the customers were senders or recipients. Then, you can then provide any of that information to your customers.
I use Salesforce Inbox. One of my users wants to see the feedback on Einstein email insights that she provided. Create a case with Salesforce Customer Support After you create a case, you’ll get access to the feedback provided to Einstein email insights. Then, you can provide that information to your user.
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