To comply with data protection and privacy regulations, you can delete customers’ personal data. Review these examples of common requests and things to consider. Then make a plan of action to comply with the regulations that apply to you.
Required Editions
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Here are a few of the most common regulations that are important to companies collecting and processing customer data.
- General Data Protection Regulation (GDPR), European Union
- Personal Information Protection Act (PIPA), Japan
- California Consumer Privacy Act (CCPA), United States
- Privacy Act, Australia
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 |
|---|---|---|
| A client of ours moved to a country where we’re not licensed to do business. So he wants us to purge his data. | Delete or undelete prospects |
Archive the prospect in the recycle bin, and then permanently delete the prospect. To remove a prospect’s data from Einstein for Account Engagement, delete the prospect record. Deleting the record in Account Engagement triggers a sync and deletes the associated data in Einstein for Account Engagement. |
| My customer decided to do business with our competitor. She asked that we delete her personal data. | ||
| My customer died. The company he worked for requested that we remove him from our systems. | ||
| A prospect of mine doesn’t want us to store her email address and phone number. | ||
| A prospect in California wants their consumer data deleted. How do I delete their data from a contact in Einstein for Account Engagement? | ||
| A sales rep with my firm no longer works with us. She wants us to remove all her personal information. | Delete a User | Delete the user. |