Anonymize an Individual

Staff can anonymize all personally identifiable information for an individual account in response to a constituent's request to be forgotten. Values in populated fields are anonymized in different ways depending on the field type, and all field history is deleted.

Anonymization is only available in Lightning Experience.

User Permissions Needed

Data Protection And Privacy Admin permission set.

Field history permissions were set for anonymizing individuals.

1. From an account, click Anonymize. If you do not see this button, click 

   

   Show More in the dropdown menu..

2. The individual's records are validated to ensure there are no conflicts that would prevent their account from being anonymized. There are a few different validations you may see:

   Validation	Resolution
   The individual has a committee membership	Delete the committee membership
   The individual has an order with a balance	Resolve the balance in The Order Process
   The individual has a membership	Cancel the membership
   The individual has a cart in an open batch	Post the batch
   The individual has a transaction in an open batch	Post the batch
   The individual is the only manager for a company	Set a different company manager
   The individual is the company primary contact	Set a different company primary contact
   The individual is registered for an event	Cancel the registration

   You may also see custom validations specific to your association. Speak with your administrator about how to resolve these situations. 

3. If you want to know exactly what personally identifiable information will be anonymized, you can view all objects affected, and expand to see the fields on each that will anonymized.
4. ClickNext. The fields are anonymized, Status on the account is set to Inactive, and a message displays about anonymizing the constituent's Community Hub user.
5. Click Next. The fields are anonymized, Active on the user is deselected, and all related Third-Party Account Links—used for social sign-on—are deleted.

6. Review the results of the anonymization. There are a few different results you may see:

   Result	Description
   CLEARED	The value of the field has been removed.
   DEFAULTED	The field, which is a checkbox, has been selected or deselected; whichever is the default value for the field.
   ENCRYPTED	The field must have a value, so the existing value has been encrypted to avoid identifiability.
   NOT_UPDATABLE	This field cannot be changed. It could be a formula field, with a value based on other fields that can be anonymized, or a base Salesforce field.

7. Click Finish.

8. Notice that Anonymized is now selected, Anonymization Date is set to today's date, and the Person Account History related list is empty.