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            Create IT Compliance Policies and Policy Clauses

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            Create IT Compliance Policies and Policy Clauses

            Create IT compliance policies and clauses to translate external regulatory frameworks, such as SOC 2 or HIPAA, into actionable internal standards. These records help you mitigate risk and ensure secure operations across your IT environment.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            User Permissions Needed
            To create and manage policy records: Compliance Admin permission set

            IT Compliance uses a versioned record system to ensure audit traceability. When you create a policy or clause, a version record is automatically created in Draft status. To keep your audit trail accurate, always create a new version record when you make significant updates to a policy or a clause.

            1. From the App Launcher, find and select IT Compliance.
            2. Open Compliance Policies from the navigation menu.
            3. To create the high-level framework for your standards, click New and enter the policy details.
              For more details about creating a policy and a policy version, see Create a Compliance Policy and a Compliance Policy Version.
            4. To define specific clauses within a policy, click Related on the policy record.
            5. Click New on Compliance Policy Clause and enter the clause details.
              For more details about creating a policy clause and policy clause version, see Create a Compliance Policy Clause and a Compliance Policy Clause Version.
            6. Save your changes.
             
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            Salesforce Help | Article