Safeguard personal data in Salesforce from unauthorized access to comply with regulations such as GDPR. Protecting personally identifiable information (PII) helps you maintain customer trust. Implement data privacy measures to efficiently handle data subject requests and mitigate risks associated with data breaches.
Request to Forget a Single Record
- On the Services page, select the relevant service.
- In the Data Privacy tab click New Request and select Forget Record.
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Enter:
- The name.
- The Record ID of the specific record you want to remove.
Request to Forget Bulk Records
A Forget request for a collection of records identified in a CSV file can be made using the Bulk Forget option.
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In the Data Privacy tab click New Request and select Bulk Forget.
If the total requests (Forget and Rectify) for the twenty-four-hour period have been met or exceeded, the Forget Record, Rectify Record and Bulk Forget buttons are deactivated.
- Confirm your CSV file format.
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Select the CSV file you want to upload.
Note The header columns names are case-sensitive.
Request to Rectify a Record
Own provide authorized administrators with a tool to locate the data subject’s Record ID and edit the Data Subject's (both are needed to submit a request). Rectify requests don't require a Compliance Categorization applied to the field.
- In the Data Privacy tab click New Request and select Rectify Record.
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Enter:
- Record ID of the specific record you want rectified.
- Field Name
- New Value
- Add a comment if required.