Feature Overview

The GDPR Compliance Settings setup enable organizations to automatically mask or anonymize personal contact and sales representative information based on geographic location to comply with General Data Protection Regulation (GDPR) requirements. This feature helps organizations operating in or with customers in GDPR-regulated countries maintain compliance by preventing the display of personal identifiable information(PII) for contacts and sales reps located in those regions.

How It Works

The system provides two separate compliance settings that control how personal information is handled during data synchronization and display:

• Contact GDPR Compliance Settings:
  • All Contacts: No masking applied-all contact names, emails, and phone numbers are imported and displayed normally
  • Contact Location-Based GDPR Compliance: Automatically masks contact information (name, email, phone numbers) when the contact is located in a GDPR-regulated country
  • Opportunity Location-Based GDPR Compliance: Extends masking to check both contact location and account/opportunity location-if either is in a GDPR country, all associated contact information is masked
• Sales Rep GDPR Compliance Settings:
  • All Information: No masking applied-all sales representative information is displayed normally
  • Sales Rep GDPR Compliance: Masks sales representative information when they are located in a GDPR-regulated country
• GDPR Compliance Process:
  1. Location Detection: System checks country information from CRM data for contacts, accounts, and sales representatives
  2. Automatic Masking: When GDPR compliance is triggered, personal information is replaced with hashed/anonymized values
  3. UI Display: Masked information appears as anonymized text in the TruSales interface
  4. Data Integrity: Original data remains in CRM but is not displayed in TruSales

Changing GDPR compliance settings requires a full data resync to apply the new masking rules to existing records. The system displays a warning modal when settings are changed, requiring confirmation before proceeding with the resync.

Use Cases

• For Admins and Compliance Teams: Ensure GDPR compliance by automatically masking PII for contacts and sales reps in regulated countries, reducing risk of data exposure.

See It In Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Active CRM integration with location/country data
• Understanding of GDPR requirements and regulated countries
• Knowing the impact of a data resync on changing settings

Highlights

• Automated GDPR compliance reduces manual oversight and ensures consistency across all data
• Flexible location-based controls allow organizations to tailor compliance to geographic needs
• Clear resync warnings prevent accidental data exposure when changing compliance settings

Need Help?

Contact your Customer Success Manager for guidance with GDPR compliance such as understanding regulated country requirements, or TruSales Support if you experience any technical issues with this page.