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Process Compliance Navigator
Work with Your Compliance Assistance Agent

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.

Required Editions

Available in: Lightning Experience
Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability.
User Permissions Needed
To use Process Compliance Navigator: Compliance User permission set
To use Data 360: Data Cloud org: Data Cloud User
To set up Data 360 for Compliance: Data Cloud Salesforce Connector permission set with Process Compliance Navigator User 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

  1. From App Launcher, select Process Compliance Navigator.
  2. Click the Ask Agentforce icon, and then select Frontline Compliance Assistance.
  3. Ask the agent questions such as these:

    What are the key policies related to our auto lending process?

    What are the required regulations when lending to active service members?

 
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