Data Deletion for Financial Services Cloud

Delete customers’ personal data when it’s necessary to comply with various data protection and privacy regulations. We give you examples of common requests and things to consider. That way, you can determine a plan of action for complying with the regulations that apply to you.

Required Editions

Available in: Professional, Enterprise, and Unlimited Editions

Many 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 it. We’ve listed a few of the regulations that are important to many companies collecting and processing their customers’ data.

If you have customers or users who 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 wants their personal and household data deleted.	Delete Records Delete Users	Remove the customer’s personal data from any integrated source system and exclude from future data synchronizations, to prevent data from being repopulated into Financial Services Cloud. Delete customer records in ascending order of the following groups: Group 1 Financial Holdings Financial Account Transactions Billing Statements Cards Revenue Group 2 Financial Accounts Assets & Liabilities Opportunities Leads and Referrals Identification Documents Financial Goals Education Employment Groups (member of) Tasks Calendar Events Group 3 Contact Group 4 Account Any personally identifiable information (PII) in unindexed, free-text fields To search for PII in unindexed fields, export the data, and then search for the customer’s information. Voicemail messages Where the customer has access to a community, deactivate their user If you are running CRM Analytics for Financial Services Cloud, run the CRM Analytics dataflow to remove the deleted records.
Before they were converted, a lead responded that they don’t want to be contacted and they want their data deleted.	Delete Records	Delete the lead’s record from the Lead/Leads and Referrals object along with any: Tasks Calendar Events Personally identifiable information (PII) in unindexed, free-text fields To search for PII in unindexed fields, export the data, and then search for the customer’s information. Voicemail messages If you are running CRM Analytics for Financial Services Cloud, run the CRM Analytics dataflow to remove the deleted records.
My customer has requested that we remove a former joint account owner from an investment account and the account’s associated data.	Delete Records	Remove personal data from any integrated source system, to prevent data from being repopulated into Financial Services Cloud. Remove the former joint account owner’s details from the financial account record and then delete their records from Groups (for example, member of a household). If you are running CRM Analytics for Financial Services Cloud, run the CRM Analytics dataflow to remove the deleted records.

Common Customer Request

Actions to Consider

Things to Consider

My customer wants their personal and household data deleted.

Delete Records

Delete Users

Remove the customer’s personal data from any integrated source system and exclude from future data synchronizations, to prevent data from being repopulated into Financial Services Cloud.

Delete customer records in ascending order of the following groups:

Group 1

Financial Holdings
Financial Account Transactions
Billing Statements
Cards
Revenue

Group 2

Financial Accounts
Assets & Liabilities
Opportunities
Leads and Referrals
Identification Documents
Financial Goals
Education
Employment
Groups (member of)
Tasks
Calendar Events

Group 3

Contact

Group 4

Account
Any personally identifiable information (PII) in unindexed, free-text fields
To search for PII in unindexed fields, export the data, and then search for the customer’s information.
Voicemail messages
Where the customer has access to a community, deactivate their user

If you are running CRM Analytics for Financial Services Cloud, run the CRM Analytics dataflow to remove the deleted records.

Before they were converted, a lead responded that they don’t want to be contacted and they want their data deleted.

Delete Records

Delete the lead’s record from the Lead/Leads and Referrals object along with any:

Tasks
Calendar Events
Personally identifiable information (PII) in unindexed, free-text fields
To search for PII in unindexed fields, export the data, and then search for the customer’s information.
Voicemail messages

If you are running CRM Analytics for Financial Services Cloud, run the CRM Analytics dataflow to remove the deleted records.

My customer has requested that we remove a former joint account owner from an investment account and the account’s associated data.

Delete Records

Remove personal data from any integrated source system, to prevent data from being repopulated into Financial Services Cloud.

Remove the former joint account owner’s details from the financial account record and then delete their records from Groups (for example, member of a household).

If you are running CRM Analytics for Financial Services Cloud, run the CRM Analytics dataflow to remove the deleted records.