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            Manage Policies in IT Compliance App

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            Manage Policies in IT Compliance App

            Use the specialized IT Compliance app to centralize your governance documentation and manage the lifecycle of policy and clause records. Monitor record statuses and navigate the relationships between parent policies and underlying requirements to ensure your compliance data remains accurate and audit-ready.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            • 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.
            • Draft Policy Clauses with AI for IT Compliance
              Quickly create internal policy requirements by using generative AI to draft clauses based on external regulations. Using AI-generated drafts reduces manual effort and ensures your policies align with specific regulatory standards.
            • Preview Policies and Reorder Clauses for IT Compliance
              To ensure your policy is organized and visually accurate for auditors, preview the document layout and reorder its clauses. Adjusting the sequence helps you prioritize critical information and maintain a logical flow.
            • Map IT Compliance Policy Clause Versions to Policy Versions and Regulation Clause Versions
              Map policy clauses to parent policy versions and external regulatory requirements. Linking a clause to a policy version ensures the document is complete and ready for distribution. Linking an internal clause to an external regulation clause provides verifiable proof for auditors and also helps you quickly identify which internal policies need updates when an external law changes.
            • Publish and Activate IT Compliance Policies and Clauses
              Finalize your IT governance standards by publishing and activating policy versions and clause versions. Activating a policy version with its underlying clauses ensures that the latest standards are available for audits and employee review.
            • Distribute Policies and Track Acknowledgments for IT Compliance
              Distribute policies and launch targeted communication campaigns to ensure organizational awareness and maintain a defensible audit trail. Define acknowledgment windows for specific audiences and monitor employee attestations in real time to verify compliance with internal standards.
             
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