--- title: Managing Customer Data Storage to Meet Compliance Requirements description: Storage Helper can assist with managing your customer data preferences and compliance. image: https://www.passagetechnology.com/hubfs/Data%20Storage%20%26%20Compliance%20%281%29.png --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Managing Customer Data Storage to Meet Compliance Requirements 2023/03/22 [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers) ## Many organizations are striving to be more customer-centric in their approach, and with that comes an increased focus on building and reinforcing trust with customers.   An important part of being a customer-centric organization and building trust is managing customer data responsibly. In fact, [Salesforce**®** reports](https://www.salesforce.com/products/platform/products/privacy-center/), “84% of consumers are more loyal to companies that have strong security controls.” But building trust and connecting with customers can get complicated when it comes to compliance.  There are many factors that can impact how you manage consumer data preferences. For example, are you required to be compliant with the European Union law on data protection and privacy ([General Data Protection Regulation ](https://gdpr.eu/what-is-gdpr/)or GDPR) or [The California Online Privacy Protection Act](https://consumercal.org/about-cfc/cfc-education-foundation/california-online-privacy-protection-act-caloppa-3/) (CalOPPA)?  Managing customer data compliance is complex, and when your data is non-compliant, it can also be extremely expensive. “Organizations lose an average of $5.87 Million in revenue due to a single non-compliance event. GDPR fines start at $11 million or 2% of a company's annual revenue for corporate abuses and disclosure of user information,” the article [The True Cost of Non-Compliance](https://community.aiim.org/blogs/sarah-gayda1/2022/06/17/cost-of-non-compliance#:~:text=Organizations%20lose%20an%20average%20of,and%20disclosure%20of%20user%20information) explains. Salesforce provides an Individual object so you can keep track of an individual’s data privacy preferences. This can be helpful when managing data for [The Right to be Forgotten](https://gdpr.eu/right-to-be-forgotten/), which applies when customers no longer want data about them retained. Customizing and using the Individual object will help you respect your customers' wishes on how their data is used, stored, or deleted.  How to Easily and Safely Mass Delete Records Tied to an Individual Our [Data Quality Helper](https://www.passagetechnology.com/storage-helper-overview) app allows you to define deletion criteria and preview records before you safely delete them.  - You can also back up complete records or specific fields if you want to retain data that’s not personally identifiable.  - Once the criteria is defined, jobs can be manually run, run on a scheduled basis, or run after a Salesforce data backup. You can also preview data before deleting it. - For more details, read: [Mass Deleting Individual and Related Records with Data Quality Helper](https://www.passagetechnology.com/mass-deleting-individual-and-related-records-with-storage-helper) and [Mass Delete Old Emails, Auto-Responses & Case Email Messages](https://www.passagetechnology.com/data-quality-helper-use-cases/mass-delete-old-emails-auto-responses-case-email-messages). Another benefit of ensuring that your data is compliant is the chance to save on Salesforce data storage costs when you delete data. To learn more, read our blog post [GDPR and Using the Salesforce Individual Object](https://www.passagetechnology.com/passage-technology-blog/gdpr-and-the-using-the-salesforce-individual-object), which provides a more detailed overview of this topic. Tags: [data storage](https://www.passagetechnology.com/passage-technology-blog/topic/data-storage), [GDPR](https://www.passagetechnology.com/passage-technology-blog/topic/gdpr), [Data Quality Helper](https://www.passagetechnology.com/passage-technology-blog/topic/data-quality-helper) | [** Ask PT About Using Salesforce to Onboard Customers ](https://www.passagetechnology.com/passage-technology-blog/ask-pt-about-using-salesforce-to-onboard-customers) | [Passage Technology Blog](https://www.passagetechnology.com/passage-technology-blog) | [ Ask PT About Avoiding the Creation of Duplicate Records in Salesforce ** ](https://www.passagetechnology.com/passage-technology-blog/ask-pt-about-avoiding-the-creation-of-duplicate-records-in-salesforce) | | --- | --- | --- | [ 7 Popular Use Cases that Lighten the Load for Salesforce Admins ](https://www.passagetechnology.com/passage-technology-blog/use-cases-admins) [ What is technical debt, and how can you avoid it in Salesforce? ](https://www.passagetechnology.com/passage-technology-blog/what-is-technical-debt-and-how-can-you-avoid-it-in-salesforce) [ Learning from Rollup Helper’s Supportive Trailblazer Community ](https://www.passagetechnology.com/passage-technology-blog/rollup-helpers-supportive-trailblazer-community-app-resources) [ Passage Technology News and Updates – Spring 2026 ](https://www.passagetechnology.com/passage-technology-blog/news-spring-2026) [ True Effectiveness with Salesforce Agentforce Requires Elevating Data Quality First ](https://www.passagetechnology.com/passage-technology-blog/true-effectiveness-with-salesforce-agentforce-requires-elevating-data-quality-first) [ Roll-up Solution When a Roll-up Summary Field Can't be Used ](https://www.passagetechnology.com/passage-technology-blog/roll-up-solution-when-a-roll-up-summary-field-can-not-be-used-and-process-builder-does-not-fire-on-delete) [ GDPR and Using the Salesforce Individual Object ](https://www.passagetechnology.com/passage-technology-blog/gdpr-and-the-using-the-salesforce-individual-object) [ Can’t Create Quote From Opportunity in Lightning Using New Quote Button? ](https://www.passagetechnology.com/passage-technology-blog/new-quote-button) [ Rollup Helper vs Declarative Lookup Roll-up Summaries (DLRS) ](https://www.passagetechnology.com/passage-technology-blog/rollup-helper-vs-declarative-lookup-roll-up-summaries-dlrs) [ Passage Technology News & Updates – Winter 2026 ](https://www.passagetechnology.com/passage-technology-blog/passage-technology-news-updates-winter-2026) © 2026 Passage Technology LLC All Rights Reserved. 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