---
schema_version: "1"
id: f60a9f4af049c4d9165cf205c9317f70b49af9120ff3fb8f0b8620a87aeefaef
title: Restrict Data for OFM
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ofm_restrict_data.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ofm_restrict_data.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c856208e9ce7dbec614265bc72f5b7cd1321016c60ea9fa0d69344f7d4ad1144
description: Learn how to restrict or limit data access and processing in Outbound Funds Module.
products:
  - Nonprofit
release: "264"
---
# Restrict Data for OFM

Learn how to restrict or limit data access and processing in Outbound Funds Module.

- **[Restrict Data Processing](https://help.salesforce.com/s/articleView?id=sfdo.ofm_restrict_data.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 Outbound Funds Module.

## 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 Outbound Funds Module.

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-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/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="d5376e147">Common Constituent Request</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5376e150">Actions to Consider</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5376e153">Things to Consider</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Common Constituent Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d5376e147 ">
                <p>A constituent has reported that the personal
                  data you have on file for them is inaccurate.</p>
                <p style="margin-bottom:0;">Because of those errors, they want you to stop
                  processing their 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="d5376e150 ">
                <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="d5376e153 ">
                <p>Export the constituent’s data to retain it.
                  Then, delete their data from Salesforce.</p>
                <p style="margin-bottom:0;">Work with your constituent to verify the
                  data’s accuracy. Then, get their 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="d5376e147 ">A constituent has stopped engaging with
                your organization and no longer needs their data. However, they
                asked that you keep their data because they’re 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="d5376e150 ">
                <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="d5376e153 ">
                <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>Funding Program</p>
                  </li>

                  <li>
                    <p>Funding Request</p>
                  </li>

                  <li>
                    <p>Funding Request Role</p>
                  </li>

                  <li>
                    <p>Requirement</p>
                  </li>

                  <li>
                    <p>Disbursement</p>
                  </li>

                </ul>
                <p>Export the constituent’s data to retain it.
                  Then, delete their 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 style="margin-bottom:0;">And if that person no longer wants you to keep
                  the personal data you’ve collected, you can delete it.</p>
              </td>

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