Privacy Compliance Deletion Overview

Created by Aye Myat, Modified on Thu, 27 Aug at 4:17 PM by Aye Myat

Objective

The purpose of this article is to provide context for what information is removed when a Privacy compliance deletion request is submitted.

Applies To

  • Outreach Admins

Notes

  • This is a permanent and irreversible deletion process. Outreach recommends Admins consider the removal of information before continuing this process as Outreach Support will not be able to recover lost data.
  • Some Outreach views and options require admin-level governance permissions. If the options outlined in this article are unavailable, contact the Org's Outreach Administrator as applicable. For more information regarding governance profile settings, refer to the Governance Profile Settings Overview article.

Overview

Instructions on removing data from Outreach is available here.

Prospect

If a Prospect email address is entered, the following data in this table will be removed, with `X` indicating an ID or number:

DataURL PathNotes
Prospect List View Search/prospectsRemoved from being searchable
Prospect record/prospects/XThe record itself will be removed
Account Association/accounts/X/prospectsRemoved from the Account’s Prospects list view (if Prospect had an associated Account)
Account Activity/accounts/X/activityProspect Activity is removed from associated Account
Meetings Calendar View/meetingsUsers who had previously booked a Meeting with the Prospect become dis-associated. The Meeting block will provide no Prospect information
Meetings Agenda/meetings/agendaMeeting associated with the Prospect does not exist in the Agenda view
Tasks List View/tasksAny remaining Tasks associated to the Prospect are deleted and removed from this view
Outbox/outbox

Any Mailings associated to the Prospect are anonymized to “Unknown”

Messages are not viewable.

Call List View/callsAny Call logs associated to the Prospect are deleted and removed from this view
Sequence Activity/sequences/X/activityAny Activity recorded previously associated to the Prospect now becomes anonymized by referencing the Prospect as “Unknown” or “Someone”
Reporting Team Overview/reports/teamPerformanceReporting metrics do not get removed from a User’s stats, however, the data becomes anonymized to “Unknown”
Reporting Team Calls/reports/teamCallsReporting metrics do not get removed from a User’s stats, however, the data becomes anonymized to “Unknown”
Reporting Team Emails/reports/teamEmailsReporting metrics do not get removed from a User’s stats, however, the data becomes anonymized to “Unknown”
Reporting Team Tasks/reports/teamTasksReporting metrics do not get removed from a User’s stats, however, the data becomes anonymized to “Unknown”
360 Page Activity feed/360Any Activity recorded previously associated to the Prospect now becomes anonymized by referencing the Prospect as “Unknown” or “Someone”

User

For the following scenarios, the following data in this table will be removed, with `X` indicating an ID or number:

Notes:

  • Please note if a Username is input and Mailboxes do not match the Username, nothing will happen. Only direct User registered Mailboxes will have associated Mailings removed.
  • If a User has 2 Mailboxes, only the submitted Mailbox will be affected.
  • If an input with a Mailbox does not exist, nothing will occur.
  • If the original sender’s Mailbox was submitted and a Mailing thread contains another User, the Mailing will still be removed because the ownership lies on the original Sender
DataURL PathNotes
360 Activity Feed/360Reference links to Mailing is deleted and the Mailing title is set to “[unknown]”
Prospect Email Tab/prospects/X/messagesMailings associated to the submitted Mailbox are removed from this view
Prospect Activity Feed/prospects/X/activityReference links to Mailings are deleted and Activity notes are set to “You sent an email to prospect [PROSPECT_NAME]” with no reference to the previously associated Mailing
Prospect’s Sequence Activity Feed/prospects/X/sequences/XReference links to Mailings are deleted and Activity notes are set to “You sent an email to prospect [PROSPECT_NAME] Step #X ([EMAIL_TYPE] email) of [SEQUENCE_NAME]”
Outbox/outboxAny Mailings associated to the User’s mailbox are anonymized to “Unknown”
Reporting Team Emails/reports/teamEmailsReporting metrics do not get removed from a User’s stats.

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