---
schema_version: "1"
id: 2629b15fe577a5b9a526192043bc89f580cfd68af8b0791c9667e40ca00e992a
title: Data Processing Restrictions for PMM
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/pmm_data_processing.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.pmm_data_processing.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f42d1f65bdb675faec0e5984bdac3e1d9407bc7a99982cfc51c253989f1519ae
description: Get guidance on how to prevent the processing of your customers' data when you're required to do so.
products:
  - Nonprofit
release: "264"
---
# Data Processing Restrictions for PMM

Get guidance on how to prevent the processing of your customers' data when you're required to do so.

- **[Restrict Data Processing](https://help.salesforce.com/s/articleView?id=sfdo.pmm_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 Program Management 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 Program Management 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-program_management_module-264-0-0-production-enus/443b48d5-82c1-45d8-a7f7-2c07521b8b28/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="d9384e143">Common Constituent Request</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d9384e146">Actions to Consider</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d9384e149">Things to Consider</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Common Constituent Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d9384e143 ">
                <p>A constituent 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="d9384e146 ">
                <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="d9384e149 ">
                <p>Export the constituent's data to retain it.
                  Then, delete her data from Salesforce.</p>
                <p style="margin-bottom:0;">Work with your constituent 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="d9384e143 ">A constituent has stopped all engagement
                with your organization. You no longer need the data but the
                constituent has asked that you keep his data because he’s involved
                in a legal proceeding that might require the data, but requested you
                stop all processing of the data.</td>

              <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d9384e146 ">
                <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="d9384e149 ">
                <p>Export the constituent's data to retain it.
                  Then, delete his data from Salesforce.</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-program_management_module-264-0-0-production-enus/443b48d5-82c1-45d8-a7f7-2c07521b8b28/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 engagement
                      history, consider assigning Program Engagements, Program
                      Cohorts, 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>
            <tr class="">
              <td data-label="Common Constituent Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d9384e143 ">A constituent has requested that you keep
                his data on file but does not want you to profile him or analyze the
                data in any way.</td>

              <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d9384e146 ">
                <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="d9384e149 ">Export the constituent's data to retain
                it. Then, delete his data from Salesforce.</td>

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