---
schema_version: "1"
id: d06a552d19ec4c4ea30f9ca4bbb706411a325e4223c9b028ee700ee2df8b0825
title: Data Deletion for Financial Services Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/data_deletion_finserv.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.data_deletion_finserv.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9b7af5b0582151dfdb83282c5139ce44a2e4f7e87640b9c8391e0a850cc051ce
description: 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.
products:
  - Security
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited Editions</strong></td></tr></tbody></table>

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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
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      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5831e68">Common Customer Request</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5831e71">Actions to Consider</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5831e74">Things to Consider</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d5831e68 ">My customer wants their personal and household data deleted.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d5831e71 ">
            <p>
              <a href="https://help.salesforce.com/articleView?id=xcloud.basics_deleting_records.htm&amp;type=5&amp;language=en_US" target="_blank">Delete Records</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/articleView?id=platform.deactivating_users.htm&amp;type=5&amp;language=en_US" target="_blank">Delete Users</a>
            </p>
          </td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d5831e74 ">
            <p>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. </p>
            <p>Delete customer records in ascending order of the
              following groups:</p>
            <p>Group 1</p>
            <ul>
              <li>Financial Holdings</li>
              <li>Financial Account Transactions</li>
              <li>Billing Statements</li>
              <li>Cards</li>
              <li>Revenue</li>
            </ul>
            <p>Group 2</p>
            <ul>
              <li>Financial Accounts</li>
              <li>Assets &amp; Liabilities</li>
              <li>Opportunities</li>
              <li>Leads and Referrals</li>
              <li>Identification Documents</li>
              <li>Financial Goals</li>
              <li>Education</li>
              <li>Employment</li>
              <li>Groups (member of)</li>
              <li>Tasks</li>
              <li>Calendar Events</li>
            </ul>
            <p>Group 3</p>
            <ul>
              <li>Contact</li>
            </ul>
            <p>Group 4</p>
            <ul>
              <li>Account</li>
              <li>Any personally identifiable information (PII) in unindexed, free-text
                fields<p>To search for PII in unindexed fields, export the data, and then search
                  for the customer’s information.</p>
              </li>
              <li>Voicemail messages</li>
              <li>Where the customer has access to a community, deactivate their user</li>
            </ul>
            <p style="margin-bottom:0;">If you are running CRM Analytics for Financial Services Cloud, run the CRM
              Analytics dataflow to remove the deleted records.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d5831e68 ">Before they were converted, a lead responded that they don’t want to be contacted
            and they want their data deleted.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d5831e71 ">
            <a href="https://help.salesforce.com/articleView?id=xcloud.basics_deleting_records.htm&amp;type=5&amp;language=en_US" target="_blank">Delete Records</a>
          </td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d5831e74 ">
            <p>Delete the lead’s record from the Lead/Leads and Referrals object along with any:</p>
            <ul>
              <li>Tasks</li>
              <li>Calendar Events</li>
              <li>Personally identifiable information (PII) in unindexed, free-text fields<p>To
                  search for PII in unindexed fields, export the data, and then search for the
                  customer’s information.</p>
              </li>
              <li>Voicemail messages</li>
            </ul>
            <p style="margin-bottom:0;">If you are running CRM Analytics for Financial Services Cloud, run the CRM
              Analytics dataflow to remove the deleted records.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d5831e68 ">My customer has requested that we remove a former joint account owner from an
            investment account and the account’s associated data.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d5831e71 ">
            <a href="https://help.salesforce.com/articleView?id=xcloud.basics_deleting_records.htm&amp;type=5&amp;language=en_US" target="_blank">Delete Records</a>
          </td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d5831e74 ">
            <p>Remove personal data from any integrated source system, to prevent data from
              being repopulated into Financial Services Cloud.</p>
            <p>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).</p>
            <p style="margin-bottom:0;">If you are running CRM Analytics
              for Financial Services Cloud, run the CRM Analytics dataflow to remove the deleted
              records.</p>
          </td>

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