---
schema_version: "1"
id: 3b64759364a0213588078f9e992e47783a69a7429cbb3bf2a8519240c636301a
title: Data Deletion for Sales Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/data_deletion_sales.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.data_deletion_sales.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: be592a38949a5fcf28329245cf409392b3910ba49ca219dacd5022b94470658d
description: Delete customers’ personal data when it’s necessary to comply with 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 matter to you.
products:
  - Security
  - Cross Cloud
release: "264"
---
# Data Deletion for Sales Cloud

Delete customers’ personal data when it’s necessary to comply with 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 matter 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: All Editions</td></tr></tbody></table>

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
- Personal Information Protection Act (PIPA), Japan
- 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 their related procedures.

<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="d28064e69">Common Customer Request</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d28064e72">Actions to Consider</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d28064e75">Things to Consider</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e69 ">A client of ours moved out of the country, where we’re not licensed to do
            business. So he wants us to purge his data.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e72 "><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="d28064e75 ">
            <p>Delete these records and fields for your client.</p>
            <ul>
              <li>Contact</li>

              <li>Tasks</li>

              <li>Calendar events</li>

              <li>Any personal data in unindexed, free-text fields<p>A way to search for personal
                  data in unindexed fields is to export the data, and then search for the user’s
                  information.</p>
              </li>

              <li>Voicemail messages</li>

            </ul>
            <div>
              <p>If you subscribe to Salesforce CPQ, consider deleting these records if they
                include your customer’s personal data.</p>
              <ul>
                <li>Quotes</li>

                <li>Contracts</li>

                <li>Orders</li>

                <li>Invoices</li>

              </ul>
            </div>
          </td>

        </tr>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e69 ">My customer decided to do business with our competitor instead. She asked that we
            delete her personal data.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e72 "><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" rowspan="2" style="vertical-align:top;" headers="d28064e75 ">
            <p>In addition to deleting your customer’s contact or lead record,
              consider deleting:</p>
            <ul>
              <li>Any personal data in unindexed, free-text fields<p>A way to search for personal
                  data in unindexed fields is to export all Salesforce data, and then search for
                  the customer’s information.</p>
              </li>

              <li>Voicemail messages</li>

              <li>Calendar events</li>

            </ul>
            <p>And if you maintain a sandbox environment, refresh the environment afterward to
              remove that customer’s data from it.</p>
            <p style="margin-bottom:0;">If you use Salesforce Inbox, delete the contact
              from Salesforce Inbox, and from any other email system you use, such as Outlook or
              Gmail.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e69 ">My customer died. The company he worked for requested that we remove him from our
            systems.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e72 "><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>

        </tr>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e69 ">A prospect of mine doesn’t want us to store her email address and phone
            number.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e72 "><a href="https://help.salesforce.com/articleView?id=sales.leads_manage_parent.htm&amp;type=5&amp;language=en_US" target="_blank">Manage Leads</a></td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e75 ">
            <p>Delete any fields that store your prospect’s email address and phone
              number.</p>
            <p>Start with the lead record. If you’ve created other records or activities
              related to your prospect, make sure that you remove her email address and phone
              number from those records too.</p>
            <p style="margin-bottom:0;">If you subscribe to Sales Cloud Einstein,
              deleting fields in lead records doesn’t fully delete their content throughout the
              system. Consider deleting the lead record altogether, which deletes the record and
              its contents entirely. Then, create another lead record for your prospect, but
              without any email addresses and phone numbers.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e69 ">A sales rep with my firm no longer works with us. She wants us to remove all her
            personal information from Salesforce.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e72 "><a href="https://help.salesforce.com/articleView?id=platform.deactivating_users.htm&amp;type=5&amp;language=en_US" target="_blank">Delete Users</a></td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e75 ">
            <p>Consider deleting:</p>
            <ul>
              <li>Any personal data in unindexed, free-text fields<p>A way to search for personal
                  data in unindexed fields is to export the data, and then search for the user’s
                  information.</p>
              </li>

              <li>Voicemail messages</li>

              <li>Calendar events</li>

            </ul>
            <p>We store notifications and any personal data in them for 90 days.</p>
            <p>Keep
              in mind that editing personal data in user records doesn’t change the content that
              appears in those notifications. </p>
            <p style="margin-bottom:0;">Salesforce deletes notifications older than
              90 days.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e69 ">
            <p>Sometimes, records related to the data that customers want us to delete links to
              workflows and other data that we want to retain.</p>
            <p style="margin-bottom:0;">How do I avoid disrupting those
              workflows and creating other problems when I delete associated data?</p>
          </td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e72 "><a href="https://help.salesforce.com/articleView?id=sales.sales_core_manage_contacts.htm&amp;type=5&amp;language=en_US" target="_blank">Manage Contacts</a></td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e75 ">
            <p>Check with your company’s legal counsel on options for making personal data in
              records obscure instead of deleting the records altogether.</p>
            <p>A way to make personal
              data obscure is to change details in the customer’s contact record. So in the
              record, you’d delete data in all its fields, except for the Account and Last Name
              fields, which are required.</p>
            <p style="margin-bottom:0;">And then for the Last Name field, you’d replace
              the customer’s name with something like <kbd>Deleted Contact</kbd> or
              <kbd>Forgotten Contact</kbd>.
            </p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e69 ">For Salesforce Inbox or Einstein Activity Capture, I’d like to delete email and
            events related to a specific customer.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e72 ">
            <ul>
              <li><a href="https://help.salesforce.com/s/articleView?id=xcloud.aac_data_policy_delete_activity.htm&amp;release=264.0.0&amp;type=5" title="You can delete customers’ personal email and event data from the Activity Platform Hyperforce infrastructure, not from the Salesforce platform. Engagement data is deleted when the associated email is deleted. If Sync Email as Salesforce Activity is enabled, emails and events are stored directly in Salesforce. This deletion policy doesn't apply to those activities.">Delete Email and Events Logged by Einstein Activity Capture and Salesforce
                  Inbox</a></li>

              <li><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></li>

            </ul>
          </td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d28064e75 ">
            <p>If your customer doesn’t want your company to keep any of her information, delete
              the customer’s personal information from:</p>
            <ul>
              <li>Salesforce Inbox</li>

              <li>Any other email system you use, such as Outlook or Gmail</li>

              <li>Any Salesforce records</li>

            </ul>
          </td>

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