Restrict Data Processing for Loyalty Management

When situations require you to do so, prevent the processing of your customers’ data. We give guidance to help you restrict forms of data processing. That way, you can work toward complying with the laws that are important to your company.

Required Editions

Available in: Performance, Enterprise, Developer, and Unlimited Editions.

Some laws and regulations can require you and your company to sometimes restrict the processing of your customers’ data. We’ve listed a few of the laws that are important to many companies collecting and processing their customers’ data.If you encounter situations that require you to restrict data processing for any of your customers, review these common requests and the procedures related to them.

Common Customer Request Actions to Consider Things to Consider
My company has received a legal hold for certain loyalty member records.

Export Data

Export the customer’s data to retain it. You can also add notes for any other restrictions to processing until the legal hold is lifted.

The implementation partner must ensure that they do not process inactive members.

My loyalty program member told me that the personal data we have on file for them is inaccurate. Because of those errors, they want us to stop processing their data until we’ve verified the data’s accuracy.

Export Data

Delete Records

Export the customer’s data to retain it. Then, delete the data from Salesforce.

Work with your customer to verify the data’s accuracy. Then, get their approval to resume processing the data.

My loyalty program member canceled their participation in the loyalty program. Although we no longer need the data, the customer asked that we keep it because they’re involved in a legal proceeding that possibly needs the data.

Export Data

Delete Records

Export the customer’s data to retain it. Then, delete the data from Salesforce.

  • General Data Protection Regulation (GDPR), European Union
  • Federal Rules of Civil Procedure, United States