Protect private Community Support information

Follow these steps

1. 1

   Open support records only when your role requires it.

2. 2

   Use the information only to respond to the request or offer for which it was supplied.

3. 3

   Do not copy private details into News, Events, Alerts, public Pages or public Map descriptions.

4. 4

   Keep notes factual and necessary.

5. 5

   If you export visible rows, store and share the file only through your community’s approved secure process.

6. 6

   Delete a record only under your community’s agreed data-retention process. Portal deletion is permanent.