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Maintain seamless adherence to legal standards and internal mandates with the Compliance Assistance template. Evaluate the business context provided, retrieve exact regulatory and policy clauses from internal repositories to provide grounded, actionable guidance.
| Available in: Lightning Experience |
| Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability. |
| User Permissions Needed | |
|---|---|
| To configure Process Compliance Navigator: | Compliance Admin permission set |
| To set up Data 360: | Data Cloud org: Data Cloud Architect |
| To set up Data 360 for Compliance: | Data Cloud Salesforce Connector permission set with Process Compliance Navigator Admin system permission |
| To use Agentforce: | Agent Platform Builder permission set |
| To create and manage prompt templates in Prompt Builder: | Prompt Template Manager permission OR Execute Prompt Templates permission |
If you’re creating an agent by using Create with Gen AI, make sure to include the agent topics.
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