Various laws and regulations require you and your company to sometimes restrict the
processing of your customers’ data, such as the EU General Data Protection Regulation and the U.S.
Federal Rules of Civil Procedure. To comply with data protection and privacy regulations, you can
prevent the processing of your customers’ data. Review this guidance to help you restrict forms of
data processing. You can then address the compliance regulations that apply to your
company.
Required Editions
| Available in: all editions |
If you encounter situations that require you to restrict data processing for your customers,
review these common requests and the procedures related to them.
| Customer Request |
Actions to Consider |
Things to Consider |
| My company received a legal hold for certain customer records. |
|
Export the prospect’s data to retain it, and then archive the prospect in
the recycle bin.
Consider that some activities unarchive the prospect.
|
| My customer stopped doing business with us. Although we no longer need their data, they
asked that we keep it because they’re involved in a legal proceeding that possibly needs the
data. |
|
My customer told me that the personal data we have on file is inaccurate.
Because of
those errors, she wants us to stop processing her data until we’ve verified the data’s
accuracy.
|
|
Export the prospect’s data to retain it, then archive the prospect in the recycle
bin.
Work with your customer to verify the data’s accuracy. Then, get their approval to
resume processing their data. Remove the prospect from the recycle bin to resume
processing.
Consider that some activities unarchive the prospect. To prevent
unarchiving the prospect, permanently delete the record.
|
