Create a Policy Communication Campaign for IT Compliance
Create policy communication campaigns to ensure employees are aware of organizational policies and to collect required attestations for compliance audits. Campaigns define acknowledgment windows and trigger automated notifications via the Employee Service Portal.
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 and communications:
Compliance Admin permission set
From the App Launcher, find and select Compliance Policies.
Open the published or active policy version for which you want to send a
communication.
Navigate to the Policy Communications tab and click
New.
Enter the campaign details, including name, and start and end dates.
Select whether to send the policy to specific Users or
Groups, then select your recipients.
Save your changes.
The communication record is created in the draft status.
To distribute the policy and send notifications to recipients, click
Activate.
Activating the campaign triggers a notification in the Employee Service Portal,
where recipients can read and acknowledge the document.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
