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Considerations for Compliance Collections Solution

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Considerations for Compliance Collections Solution

Keep in mind these considerations when setting up Compliance Collections Solution.

Required Editions

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

Considerations

  • You must install the Compliance Collections Solution Foundation and the Compliance Collections Solution to use the Compliance Collection Solution.
  • The sample repository for Compliance Collection Solution contains preconfigured compliance records to set up and deploy the Compliance Collections Solution.
  • To use the Compliance Collections Solution, we recommend that you install with the sample data in Sandbox.

Org Permissions

  • Salesforce Voice Enabled
  • Industries Compliance

Permission set licenses to install Compliance Collections Solution

  • Salesforce Voice
  • Collections and Recovery
  • Rules Engine Designer
  • Rules Engine Runtime
  • Compliance Admin
  • Compliance User
  • Context Service Admin
  • Context Service Runtime

Post install permission sets for Compliance Admin users who view Compliance Collections Solution

  • Compliance Admin
  • Rules Engine Designer
  • Rules Engine Runtime
  • Context Service Admin
  • Decision Explainer Service Access
  • Collections and Recovery Admin

Post install permission sets for Compliance Users

  • Compliance User
  • Rule Engine Runtime
  • Context Service Runtime
  • Decision Explainer Service Access
  • Collections and Recovery Specialist
 
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