Compliance Assistance

Help users navigate the complex landscape of legal and internal requirements with precision. Analyze the business context provided by users, bridging the gap between abstract rules and daily operations. Scan internal repositories to retrieve regulatory and policy clauses, making sure that answers are grounded in verified documentation. Simplify the compliance process, mitigate risk, and provide actionable, context-aware guidance that keeps the organization aligned with all relevant laws and standards.

Required Editions

Available in: Lightning Experience

Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability.

Note Frontline Compliance Assistance agents are available to Salesforce users with the UniversalCreditMetering, AgentforceEmployeeAgentAddOn, and EinsteinForFinancialServicesAddOn.

Important This feature uses Einstein Generative AI and may consume Einstein Requests or Flex Credits or Customer Data Cloud Requests. Einstein Generative AI Features and Data Cloud are provided on a separate infrastructure with different security protections and physical hosting locations than the Services. See Salesforce Trust and Compliance Documentation.

Agent Action	Reference Action Type & Name	Description
Search Compliance Policy Clause Versions	Prompt Template: Search Compliance Policy Clause Versions	When a user asks about the policy compliance requirements in a specific business context, search the Compliance Policy Clause Versions object for records that match the user query, and return the best matches to the user.
Search Regulation Clause Versions	Prompt Template: Search Regulation Clause Versions	When a user asks about the regulatory compliance requirements in a specific business context, search the Regulation Clause Versions object for records that match the user query, and return the best matches to the user.

• Set Up Compliance Assistance
  Set up Einstein, set up Data 360, update the Data Cloud Salesforce Connector Permission Set to include Process Compliance Navigator Admin User and Process Compliance Navigator User permissions, and deploy the Governance Risk Compliance Data Kit.
• Create an Agent from the Compliance Assistance
  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.
• Compliance Requirements Topic Reference
  A topic defines an agent's range of capabilities for a particular job to be done. Topics help agents identify the types of user requests, determine the scope of requests, make decisions, and perform actions. Compliance Requirements topic responds to questions on compliance requirements. Provide answers to users on current regulations for their business context.
• Work with Your Compliance Assistance Agent
  Use the Agentforce for Process Compliance Navigator: Compliance Assistance agent to help employees remain compliant with relevant laws, regulations, and compliance policies.