Upcoming Mandatory Changes to Public Key Infrastructure (PKI)

Salesforce Enforces New Security Requirements in Summer 2026

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Conduct Provider Engagement Compliance Visits

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Conduct Provider Engagement Compliance Visits

Track account compliance within your assigned territory. Use the color-coded compliance list for an account to make sure that you don't miss any required cycles.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

Create Visit for a Compliance Cycle
Create visits for the targeted HCOs for compliance cycles that are due soon, upcoming, or overdue.
Capture Compliance Activities
On the Account Compliance tab, you see all account compliance records including the details about the cycles for each account compliance. Each account compliance has the compliance cycle list that is color-coded per the status of the cycle, such as upcoming, due soon, overdue. Create a visit if a cycle is upcoming or due soon, and record your observations for the visit's assessment task. If a compliance cycle reaches its end date without a completed visit, you can either create a visit or enter a reason to skip the visit.

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