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            Policy Management for IT Compliance

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            Policy Management for IT Compliance

            Establish foundational IT rules by centrally managing the full policy lifecycle in the IT Compliance app. Translate regulations such as SOC 2, HIPAA, or ISO 27001 into actionable guardrails and replace disconnected spreadsheets and manual emails with an audit-ready system of action.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

            Policy Management Tasks

            The IT Compliance app standardizes how you author, distribute, and track organizational policies.

            • Draft and Author Policies: Use generative AI to extract clauses from legacy documents or create formal text based on regulatory sources and industry templates.
            • Author in Microsoft 365: Draft and revise policies directly in Microsoft Word. Edits sync back to Salesforce, which remains the system of record.
            • Distribute and Track Acknowledgments: Launch communication campaigns to notify employees of new policies or updates to existing policies. Employees can review and digitally sign documents within the Policy Hub on the portal.
            • Capture Audit Evidence: Maintain verifiable logs that record timestamps, user IDs, and specific policy versions for every digital signature.
            • Map Regulatory Traceability: Connect each regulation, external or internal, to the policies, controls, and risks that satisfy it for end-to-end traceability.
            • Set Up Policy Management Features for IT Compliance
              Configure the foundational settings required to translate regulatory requirements into actionable internal standards. Set up the policy framework by enabling authoring tools, integrating with Microsoft 365 for document collaboration, and configuring the communication channels used to distribute policies and track employee acknowledgments.
            • Work with Policies for IT Compliance
              Manage the end-to-end lifecycle of your internal standards to ensure they are accurate, organized, and audit-ready. Draft policy clauses, map them to regulatory requirements, and preview documents before activating policies. Then, track employee acknowledgments in real time to verify organizational compliance.
             
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            Salesforce Help | Article