Track your customers’ approval for how your company interacts with them and honor their requests to opt-out of certain types of data-sharing. To help you assess your compliance with various data protection and privacy regulations, we give you examples of common customer requests. And we provide details to help you determine the best way to comply with the regulations that apply to your company.
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Data protection and privacy regulations can require you to delete customers’ personal data when customers request it, or when it’s no longer necessary to keep. We’ve listed a few of the regulations that are important to many companies collecting and processing their customers’ data.
- General Data Protection Regulation (GDPR), European Union
- California Consumer Privacy Act (CCPA), United States
- Privacy Act, Australia
If your customers or users want the data that you’ve collected on them deleted, review these common requests and the procedures related to them.
| Common Customer Request | Actions to Consider | Things to Consider |
|---|---|---|
| My customer doesn't want us to include her data in some of my reports and dashboards. | After you define a filter related to the customer for a report, be sure to refresh the report. | |
| My customer doesn't want us to make predictions or inferences about her, such as her loyalty to our company's products and services. | Edit, Share, or Delete a Dataset | When you create a new analysis, the analysis will no longer include the deleted data. |
| My customer doesn't want her personal data included in my company's analytics using CRM Analytics. | Security predicates can restrict access to data, but a copy of that customer’s data remains in CRM Analytics. | |
| One of my customers in California is no longer associated with my company, and I want to delete their data from Einstein Prediction Builder. | Delete records containing that customer's personal data from Sales Cloud, Service Cloud, or Salesforce Platform. | When you delete a record in Sales Cloud, Service Cloud, or Salesforce Platform, associated personal data is automatically deleted from Einstein Prediction Builder. |
| My customer located in California doesn't want her personal data included in my company's analytics using Einstein Prediction Builder. | Create a segment excluding records associated with that customer. | Excluded records aren't used to build predictive models or predictions. |