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Handling Data Processing Bases

GDPR

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Handling Data Processing Bases

When the personal information of a customer is stored in CRM as per the GDPR compliance its important to handle it lawfully. Based on the compliance system, there are six lawful bases that an organization must follow to process data. Depending on the purpose of data processing and business requirements the appropriate bases can be chosen.

 

In this video, you will learn how to enable the GDPR compliance settings for your Zoho CRM account and how you can apply a lawful basis to process the personal data for your data subjects inside Zoho CRM.

 

It is crucial to enable GDPR compliance in your Zoho CRM account even if you have no dealings with EU residents.

True

Incorrect

Sorry! It is not crucial to enable GDPR compliance in your Zoho CRM account even if you have no dealings with EU residents.

False

Correct

Well done! It is not crucial to enable GDPR compliance in your Zoho CRM account even if you have no dealings with EU residents.

By default, the processing basis for all the records in the selected module will be automatically updated as:

Applicable

Incorrect

Sorry! It will be automatically updated as not applicable.

Not applicable

Correct

Well done! It will be automatically updated as not applicable.

GDPR settings are available by default. They cannot be customized based on an organization's requirements.

True

Incorrect

Sorry! They can be customized based on an organization's requirements.

False

Correct

Well done! They can be customized based on an organization's requirements.

What are lawful bases to process the lawful data of your customers?

Legitimate Interest, Contract, and Vital Interests

Incorrect

Sorry! There are many other lawful bases.

Contract and Vital Interests

Incorrect

Sorry! There are many other lawful bases.

Legal Obligation and Public Interests

Incorrect

Sorry! There are many other lawful bases.

Vital Interests, Legal Obligation, and Public Interests

Incorrect

Sorry! There are many other lawful bases.

Public Interests, Legitimate Interest, Contract, Legal Obligation, Vital Interests, and Consent

Correct

Well done! These are the lawful bases to process the lawful data of your customers.

It is crucial to take legal precautions while getting consent from your subjects.

True

Correct

Well done! It is crucial to take legal precautions while getting consent from your subjects.

False

Incorrect

Sorry! It is crucial to take legal precautions while getting consent from your subjects.

How do you update consent for your subjects in Zoho CRM?

Manually

Correct

Well done! You can update consent for your subjects in Zoho CRM manually.

Automatically

Incorrect

Sorry! You cannot automate the process of updating consent for your subjects in Zoho CRM.

What happens to a record if consent is not available?

You can process the data

Incorrect

Sorry! This is just one of the options.

You must stop processing the data

Incorrect

Sorry! This is just one of the options.

You must restrict certain actions

Incorrect

Sorry! This is just one of the options.

You can select any one of the above

Correct

Well done! You can select any of the above mentioned options.

By default, the Data Processing Basis is set to Not Applicable when GDPR is enabled.

True

Correct

Well done! By default, the Data Processing Basis is set to Not Applicable when GDPR is enabled.

False

Incorrect

Sorry! By default, the Data Processing Basis is set to Not Applicable when GDPR is enabled.

Who can view and edit the Data Processing Basis section?

Only the admin

Incorrect

Sorry! Any user who has the permission to view the record can view and edit the Data Processing Basis section.

All users

Incorrect

Sorry! Any user who has the permission to view the record can view and edit the Data Processing Basis section.

Any user who has the permission to view the record

Correct

Well done! Any user who has the permission to view the record can view and edit the Data Processing Basis section.

How can one change the lawful data processing basis?

Select an individual record and update the details under Data Privacy.

Incorrect

Sorry! This is just one of the methods.

Create a list view to filter out the records and click the More icon > Update Data Processing Basis.

Incorrect

Sorry! This is just one of the methods.

Create a workflow rule to automate the process of updating lawful basis for records that met certain criteria.

Incorrect

Sorry! This is just one of the methods.

Any of the above

Correct

Well done! You change the lawful data processing basis by any of the above methods.

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