Loading
Process Compliance Navigator
Publish a Compliance Policy Version and a Compliance Policy Clause Version

You are here:

  1. Salesforce Help
  2. Docs
  3. Process Compliance Navigator

Publish a Compliance Policy Version and a Compliance Policy Clause Version

Clearly communicate updated compliance standards to all employees and stakeholders by publishing compliance policy versions and their associated clause versions. Reduce the risk of penalties and allow your company to quickly adapt its operations to meet new regulatory requirements.

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
Note
Note

If there’s already a published compliance policy clause version mapped to the compliance policy version in the draft state, you can’t publish the compliance policy version record as it can only have one published compliance policy clause version associated with each compliance policy clause at a time. Multiple published clause versions for the same clause within a single compliance policy version can't exist. To publish the draft, set the published clause version to Draft. Alternatively, if no active clause versions exist, update the clause version to Active, save, and then set it to Retired. Try publishing again.

Updating a compliance policy version's status from Published to Draft does not affect the status of its associated compliance policy clause versions.

  1. From the App Launcher, find and select Process Compliance Navigator.
  2. From the navigation bar, select Compliance Policy Versions.
  3. Open the required compliance policy version record page and navigate to the Details tab.
  4. Update the status to Published.

    When you publish a regulation version record, the mapped compliance policy clause version records automatically get published. Learn about the scenarios and rules governing the Transition Criteria for Compliance Policy Record Status.

  5. Save your changes.

Next, the Compliance Officer associates compliance policy clause versions with business operations processes.

 
Loading
Salesforce Help | Article