---
schema_version: "1"
id: ceb7bc8825f855917a2e7e6593f4d176978b51a4981adcfa05f356d3f2faf0e7
title: Data Processing for CM
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_data_processing.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_data_processing.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a65db608fe305b6d2ca25951d889bc1b1ffd2efcb0745038b2904de5ccf901ee
description: Find out more about data processing for CM.
products:
  - Nonprofit
release: "264"
---
# Data Processing for CM

Find out more about data processing for CM.

- **[Restrict Data Processing](https://help.salesforce.com/s/articleView?id=sfdo.cm_data_processing.htm&release=264.0.0&type=5)**  
    To comply with certain data protection and privacy regulations, you may be required to restrict certain of your constituents' data within Salesforce, including for Case Management.

## Restrict Data Processing

To comply with certain data protection and privacy regulations, you may be required to restrict certain of your constituents' data within Salesforce, including for Case Management.

We offer the following examples of common requests and considerations to help you plan how best to honor constituent requests around restrictions of data processing. These are only suggestions for your review, and not guaranteed steps for ensuring compliance with any legal rule.

Keep in mind that addressing constituent requests, including those provided for under the GDPR, can be challenging. A one-size-fits-all strategy may not always work, and you may need to adjust your approach when balancing organizational needs and legal obligations. For example, if exporting personal data to satisfy a GDPR data portability request may violate someone else’s rights, you might consider narrowing the fields in scope rather than exporting all data. If deleting personal data to satisfy a GDPR erasure request may conflict with other requirements around record preservation, you might consider anonymizing certain fields rather than wholesale deletion.

As always, there are pros and cons to each approach, including legal and business impacts and risks, and you are responsible for your own compliance obligations in your use of the Salesforce Services and Salesforce.org applications. You should work with your advisors, including legal counsel, to determine whether you are covered under a legal requirement, and come up with a compliance plan that’s best for your organization.

Salesforce resources:

- [Restriction of Processing: Restrict How to Process Personal Data](https://help.salesforce.com/articleview?id=restriction_of_processing.htm&type=5)
- [Export Backup Data](https://help.salesforce.com/articleview?id=admin_exportdata.htm&type=5)
- [Export results of SOQL query from workbench](https://help.salesforce.com/articleview?id=000205697&type=1)
- [Export Data with Data Loader](https://developer.salesforce.com/docs/atlas.en-us.208.0.dataloader.meta/dataloader/exporting_data.htm)

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/images/icon_important.png)

Important Remember to review both Salesforce Platform documentation AND Salesforce.org product-specific documentation. In addition to the information in this table, review:

- [Restrict Data Processing for Sales Cloud](https://help.salesforce.com/articleview?id=restriction_of_processing_sales.htm&type=5)
- [Restrict Data Processing for Salesforce Platform](https://help.salesforce.com/articleview?id=restriction_of_processing_platform.htm&type=5)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:33.33333333333333%">
            <col style="width:33.33333333333333%">
            <col style="width:33.33333333333333%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d16239e144">Common Constituent Request</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d16239e147">Actions to Consider</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d16239e150">Things to Consider</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Common Constituent Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d16239e144 ">
                <p>A client has reported that the personal data
                  you have on file for her is inaccurate.</p>
                <p style="margin-bottom:0;">Because of those errors, she wants you to stop
                  processing her data until you’ve verified the data’s
                  accuracy.</p>
              </td>

              <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d16239e147 ">
                <a href="https://help.salesforce.com/articleview?id=exporting_data.htm&amp;type=5&amp;language=en_us" target="_blank">Export Data</a>
              </td>

              <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d16239e150 ">
                <p>Export the client's data to retain it. Then,
                  delete her data from Salesforce.</p>
                <p style="margin-bottom:0;">Work with your client to verify the data’s
                  accuracy. Then, get her approval to resume processing her
                  data.</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Common Constituent Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d16239e144 ">A client has stopped receiving services
                from, or engaging with your organization and no longer needs his
                data. However, he asked that you keep his data because he’s involved
                in a legal proceeding that might require the data but does not want
                you to process the data.</td>

              <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d16239e147 ">
                <a href="https://help.salesforce.com/articleview?id=exporting_data.htm&amp;type=5&amp;language=en_us" target="_blank">Export Data</a>
              </td>

              <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d16239e150 ">
                <p>Personal data can exist in many different
                  records and fields.</p>
                <p>Consider exporting these records and fields
                  for your client:</p>
                <ul>
                  <li>
                    <p>Contact</p>
                  </li>

                  <li>
                    <p>Tasks</p>
                  </li>

                  <li>
                    <p>Calendar events</p>
                  </li>

                  <li>
                    <p>Personal data in unindexed, free-text
                      fields</p>
                  </li>

                </ul>
                <p>You can find personal data in unindexed fields
                  by exporting the data, and then searching for the
                  information.</p>
                <p>You may also consider exporting:</p>
                <ul>
                  <li>
                    <p>Case Plans</p>
                  </li>

                  <li>
                    <p>Assessments</p>
                  </li>

                  <li>
                    <p>Client Notes</p>
                  </li>

                  <li>
                    <p>Program Engagements</p>
                  </li>

                  <li>
                    <p>Service Deliveries</p>
                  </li>

                  <li>
                    <p>Addresses</p>
                  </li>

                  <li>
                    <p>Affiliations</p>
                  </li>

                  <li>
                    <p>Cases</p>
                  </li>

                  <li>
                    <p>Household Accounts</p>
                  </li>

                  <li>
                    <p>Relationships</p>
                  </li>

                </ul>
                <p>Export the client's data to retain it. Then,
                  delete his data from Salesforce. The export file should be in a
                  structured, commonly used, machine-readable format that is
                  transferable, such as a .csv.</p>
                <p>And if that person no longer wants you to keep
                  the personal data you’ve collected, you can delete it.</p>
                <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                  <div class="slds-media slds-media_responsive">
                    <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/images/icon_note.png" alt="Note"></span></div>
                    <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> In order to preserve Case Plan
                      history for reporting totals, consider assigning Case Plans,
                      Client Notes, Assessments, Program Engagements, and Service
                      Deliveries to an anonymous or placeholder Account.</div>
                  </div>
                </div>
                <p style="margin-bottom:0;">If you maintain a Sandbox environment, you may
                  want to refresh the environment afterward to remove that
                  constituent’s data from it, or log into the Sandbox and manually
                  remove the data.</p>
              </td>

            </tr>
          </tbody>
        </table>