Data Access and Export for Financial Services Cloud

When your customers request it, prepare and pack up the data you’ve received from them to work toward complying with various data protection and privacy regulations. We give you examples of common customer requests and things to consider. That way, you can determine how best to work toward complying with the regulations that apply to your company.

Required Editions

Available in: Professional, Enterprise, and Unlimited Editions

Some laws require you and your company to let customers take their data with them. We’ve listed a few of the obligations that are important to many companies collecting and processing their customers’ data.

General Data Protection Regulation (GDPR), European Union
Customer Contracts

If you have customers or users who want to take the data that you’ve received from them, review these common requests. We’ve provided links to the procedures related to those requests.

Common Customer Request	Actions to Consider	Things to Consider
My customer wants to move an investment account to another institution and take the associated personal data with them.	Use the Data Loader export wizard to extract data from a Salesforce object Create a report	Consider which data format best suits your customer’s needs. You can obtain data from reports as follows: Individual customer details can be obtained using a standard report on Account and Contact objects. Household details can be obtained using a custom report created on the Account Contact Relationship object. For business and personal relationships, create separate reports on the Account-Account Relationship and Contact-Contact Relationship objects. Activities can be obtained using a standard report. Financial Accounts can be pulled directly from Joint Owner or Primary Owner. Customer Alerts can be pulled from Alerts. Beneficiaries can be obtained from a standard report using Financial Account Role. For other financial services data, use the standard reports. And if the customer no longer wants you to keep the personal data you’ve collected, you can delete it.
My customer wants to review all account information (such as Financial Account Roles) on an annual basis. My customer wants to review their assets and liabilities.	Use the Data Loader export wizard to extract data from a Salesforce object Create a report	Consider which data format best suits your customer’s needs. You can obtain data from reports as follows: Individual customer details can be obtained using a standard report on Account and Contact objects. Household details can be obtained using a custom report created on the Account Contact Relationship object. For business and personal relationships, create separate reports on the Account-Account Relationship and Contact-Contact Relationship objects. Activities can be obtained using a standard report. Financial Accounts can be pulled directly from Joint Owner or Primary Owner. Customer Alerts can be pulled from Alerts. Beneficiaries can be obtained from a standard report using Financial Account Role. Assets and Liabilities can be obtained using a standard report. For other financial services data, use the standard reports.
A lead decided to not open an account with us. They have asked for the personal data we collected from them.	Use the Data Loader export wizard to extract data from a Salesforce object Create a report	Consider which data format best suits your lead’s needs. You can obtain data on the lead using a standard report. And if your lead no longer wants you to keep the personal data you’ve collected, you can delete it.

Common Customer Request

Actions to Consider

Things to Consider

My customer wants to move an investment account to another institution and take the associated personal data with them.

Use the Data Loader export wizard to extract data from a Salesforce object

Create a report

Consider which data format best suits your customer’s needs.

You can obtain data from reports as follows:

Individual customer details can be obtained using a standard report on Account and Contact objects.
Household details can be obtained using a custom report created on the Account Contact Relationship object.
For business and personal relationships, create separate reports on the Account-Account Relationship and Contact-Contact Relationship objects.
Activities can be obtained using a standard report.
Financial Accounts can be pulled directly from Joint Owner or Primary Owner.
Customer Alerts can be pulled from Alerts.
Beneficiaries can be obtained from a standard report using Financial Account Role.
For other financial services data, use the standard reports.

And if the customer no longer wants you to keep the personal data you’ve collected, you can delete it.

My customer wants to review all account information (such as Financial Account Roles) on an annual basis.

My customer wants to review their assets and liabilities.

Use the Data Loader export wizard to extract data from a Salesforce object

Create a report

Consider which data format best suits your customer’s needs.

You can obtain data from reports as follows:

Individual customer details can be obtained using a standard report on Account and Contact objects.
Household details can be obtained using a custom report created on the Account Contact Relationship object.
For business and personal relationships, create separate reports on the Account-Account Relationship and Contact-Contact Relationship objects.
Activities can be obtained using a standard report.
Financial Accounts can be pulled directly from Joint Owner or Primary Owner.
Customer Alerts can be pulled from Alerts.
Beneficiaries can be obtained from a standard report using Financial Account Role.
Assets and Liabilities can be obtained using a standard report.
For other financial services data, use the standard reports.

A lead decided to not open an account with us. They have asked for the personal data we collected from them.

Use the Data Loader export wizard to extract data from a Salesforce object

Create a report

Consider which data format best suits your lead’s needs.

You can obtain data on the lead using a standard report.

And if your lead no longer wants you to keep the personal data you’ve collected, you can delete it.