Exclude People’s Personal Data from Modeling and Predictions

If you use Sales Cloud Einstein, Service Cloud Einstein, or Einstein Conversation Insights, it’s easy to honor your customers’ requests to exclude their personal data from factoring into machine learning models, and to stop generating predictions based on their personal data.

Required Editions

Available in: Lightning Experience

Available with Sales Cloud in: Professional, Enterprise, Performance, and Unlimited Editions

Available with Sales Cloud Einstein, which is available for an extra cost in: Enterprise, Performance, and Unlimited Editions

Available with Salesforce Inbox, which is available for an extra cost in: Essentials, Professional, Enterprise, Performance, and Unlimited Editions

User Permissions Needed
To Exclude Data	Customize Application and Modify All Data

Important If you use Salesforce Inbox, Einstein Activity Capture, or Einstein Automated Contacts, it’s possible that you need to also exclude email data from machine learning models.

1. For any of the listed objects, create a custom field using the type Checkbox, and give it the API name AI_HasOptedOutProfiling__c.
   • Account
   • Activity
   • Case
   • Contact
   • Contact Role
   • Lead
   • Opportunity
   • Voice Call
   • Video Call
2. For each record you want to exclude from modeling and future predictions, set the field value for that record to TRUE, or select the new checkbox in Salesforce.