Restrict Data Processing for Service Cloud

When needed, prevent the processing of your customers’ and employees’ data in your customer service center. We give guidance to help you restrict forms of data processing to help comply with the laws that are important to your company.

Required Editions

Available in: All Editions

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.

Common Customer Request Actions to Consider Things to Consider
My customer filed a lawsuit against my company. It’s our policy to stop processing his data until we reach a settlement.

Export the customer’s data to retain it. You can also add notes for any other processing restrictions until you reach a settlement.

Restrictions can include the suspension of:

  • Sending email messages
  • Calling
  • Soliciting in general
Union regulations prohibit me from tracking technicians with the Field Service mobile app. Manage Data Integration Rules for Field Service Admins can turn geolocation tracking on and off for all Field Service mobile app users, and exclude specific individuals from geolocation tracking with user profiles.