---
schema_version: "1"
id: c628f3f2ca3b2f76f529e55e709cd7b8bcdcee979116dde89b8b0d44d7d3fb71
title: Restrict Data Processing for Sales 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_sales.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.restriction_of_processing_sales.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b81d6da3e5e8cf2d97a94869b3c27afe754d709231bbcbbcec1ee04b4e138972
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 Sales 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: All Editions</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="d3973e69">Common Customer Request</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3973e72">Actions to Consider</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3973e75">Things to Consider</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d3973e69 ">My company received a legal hold for certain customer records.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d3973e72 ">Export data</td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d3973e75 ">
            <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>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="d3973e69 ">
            <p>My customer told me that the personal data we have on file for her is
              inaccurate.</p>
            <p style="margin-bottom:0;">Because of those errors, she wants us to stop processing her data
              until we’ve verified the data’s accuracy.</p>
          </td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d3973e72 ">Export data</td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d3973e75 ">
            <p>Export the customer’s data to retain it. Then, delete her data from
              Salesforce.</p>
            <p style="margin-bottom:0;">Work with your customer to verify the data’s accuracy. Then, get her
              approval to resume processing her data.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d3973e69 ">My customer stopped doing business with us. Although we no longer need his data,
            he asked that we keep it because he’s involved in a legal proceeding that possibly
            needs the data.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d3973e72 ">Export data</td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d3973e75 ">Export the customer’s data to retain it. Then, delete his data from
            Salesforce.</td>

        </tr>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d3973e69 ">For Salesforce Inbox or Einstein Activity Capture, I’d like to prevent email and
            events related to a specific email address from appearing in the activity
            timeline.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d3973e72 ">
            <ul>
              <li>Exclude certain emails and events from being added to Salesforce</li>

              <li>Delete emails and events captured by Einstein Activity Capture and Salesforce
                Inbox</li>

            </ul>
          </td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d3973e75 ">
            <p>Adding that email address to the excluded list prevents Salesforce from showing
              related activity in the activity timeline.</p>
            <p>But keep in mind that email and events
              remain in Salesforce.</p>
            <p>If you want to completely restrict processing: </p>
            <ul>
              <li>Export the customer’s data to retain it.</li>
              <li>Delete the customer’s activity from Salesforce Inbox.</li>
              <li>Delete the customer’s data in Salesforce.</li>
            </ul>
          </td>

        </tr>
      </tbody>
    </table>