Data Deletion Policy
An Administrator can initiate data deletion through a variety of methods, including but not limited to, Customer Data Management (CDM) features, deleting individual call recordings, requesting bulk data deletion via a Support request, or by configuring the account data deletion policy.
Feature Overview
When a data deletion policy is configured, data related to conversations outside of the retention period you choose will be automatically deleted. For example, with a 60 day retention period configured, conversations and the resulting data in our systems older than 60 days is removed.
- This policy only applies to data that is within our systems only; it does not affect data within your Salesforce instance.
- Accessing recordings and using reports in the Revenue.io applications beyond a retention period will not work since the data has been removed.
Scope of Data Deletion
| Data Type | Data Subtype | Details |
|---|---|---|
| Calls | Call Metadata | Metadata |
| Calls | Call Recording Metadata | Metadata, Transcripts |
| Calls | Call Recording Audio | Audio Files |
| Calls | Salesforce | Cached Record Data |
| SMS | Message Metadata | Metadata |
| SMS | Messages | Message Content |
| SMS | Salesforce | Cached Record Data |
| Zoom/Teams | Meeting Metadata | Metadata |
| Zoom/Teams | Meeting Recording Metadata | Metadata, Transcripts |
| Zoom/Teams | Meeting Recording | Audio files, Video files |
Enable a Data Deletion Policy
An administrator must submit a request to support to enable this feature. Please supply us with the start date of your policy and your retention period. Our team will provide you with confirmation once complete.
The request must be made from a user with an Administrator license. We are unable to validate requests made from individuals outside of licensed users.