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Process Compliance Navigator
Create a Regulatory Authority Record

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Create a Regulatory Authority Record

Capture essential details about the authorities responsible for defining regulatory codes and issuing licenses or permits. Store information such as the regulatory authority’s name, description, the region of legal jurisdiction, and the type of authority. Include links to relevant resources for quick reference and add comments for notes or observations.

Required Editions

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
  1. From the App Launcher, find and select Process Compliance Navigator.
  2. From the navigation bar, select Regulatory Authorities.
  3. Click New.
  4. Enter a name and description about the regulatory authority.
  5. Specify details such as type and jurisdiction region.
  6. Add comments and reference document links, if necessary.
  7. Save your changes.

The compliance officer creates regulation records.

 
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