---
schema_version: "1"
id: 58cb88c3885ce3555d4f905b49a96c5af7543823e087e5b9e4f71cf1c99eb91b
title: Restrict Data Processing for Financial Services Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/restriction_of_processing_finserv.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.restriction_of_processing_finserv.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d6ee60f3d62d01329637b3cf896f71e276b13b6cdc35f62ae62a6ad46c836f05
description: 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.
products:
  - Security
  - Cross Cloud
release: "264"
---
# Restrict Data Processing for Financial Services Cloud

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

<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: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited Editions</strong></td></tr></tbody></table>

Various laws and regulations 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.

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

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.

<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="d29543e63">Common Customer Request</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d29543e65">Actions to Consider</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d29543e67">Things to Consider</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d29543e63 ">My customer wants to freeze their account due to pending litigation.</td>
            <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d29543e65 ">
              <p><a href="https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/exporting_data.htm" target="_blank">Export Data</a></p>
              <p style="margin-bottom:0;"><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></p>
            </td>
            <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d29543e67 ">
              <p>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.</p>
              <p>If you also delete the
                records, remove personal data from any integrated source system. This deletion
                prevents data from being repopulated into Financial Services
                Cloud.</p>
              <p>Restrictions can include the suspension of:</p>
              <ul>
                <li>Sending email messages</li>
                <li>Calling</li>
                <li>Soliciting in general</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d29543e63 ">A lead is interested in our services, but they're in the process of relocating.
              They asked that we wait a few months before we solicit them.</td>
            <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d29543e65 "><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="d29543e67 ">
              <p>Don't send email, schedule meetings, or call the lead.</p>
              <div>
                <p>Select these options
                  in the lead record.</p>
                <ul>
                  <li>Email Opt Out</li>
                  <li>Do Not Call</li>
                </ul>
              </div>
              <p style="margin-bottom:0;">And set a reminder to contact your lead at the time they specify.</p>
            </td>
          </tr>
          <tr class="">
            <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d29543e63 ">My customer is out of the country and doesn't want us soliciting them until
              they return.</td>
            <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d29543e65 "><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="d29543e67 ">
              <p>Don't send email, schedule meetings, or call the customer.</p>
              <p style="margin-bottom:0;">Set a reminder to
                contact your customer at the time they specify.</p>
            </td>
          </tr>
        </tbody>
      </table>