You can use the Salesforce Platform to help you honor your customers’ requests to prepare or package their data. We give you examples of common customer requests and tips. Then you can decide how best to work toward complying with the regulations that apply to your company.
Required Editions
| Available in: All 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. You can also review considerations in other sections of this guide for Salesforce products that may use the Salesforce Platform.
| Common Customer Request | Actions to Consider | Things to Consider |
|---|---|---|
| A customer has requested that I export all data associated with their account. When I try to export this data, I get blocked. What gives? | Enhanced Transaction Security Actions and Notifications | Some orgs have security policies in place to block unauthorized data export events over a certain size. Consider editing the policy’s Apex code to temporarily increase the limits on how much data you can export. After you’ve finished your task, edit the policy to return it to its previous settings. |
| A customer wants to review the account information they’ve given to us, which we stored in attachments on their account. | Export Backup Data from Salesforce | Salesforce orgs can generate backup files of your data on a weekly basis. Consider exporting some data, such as attachments, from these backups. |
| A customer wants to export all the data they uploaded to Einstein Vision and Language Service. | You can access individual examples, datasets, and models using the API. If you need to export more data, contact Salesforce Customer Support. | |
| A customer wants me to delete data associated with them. How can I get their information from an orchestration instance? | Use the API return instance data associated with a unique identifier. After you find this data, export it. | |
| I want to export my reaction to an Einstein Next Best Action recommendation. | To export customer reactions, use Next Best Action, Reaction via Connect REST API. |