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            Track Employee Policy Acknowledgments for IT Compliance

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            Track Employee Policy Acknowledgments for IT Compliance

            Monitor the progress of your policy communication campaigns to verify organizational compliance and support audit readiness. Track which employees have completed their review and which acknowledgements are still pending.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            User Permissions Needed
            To view Policy Communication Response records:

            Compliance Admin permission set

            OR

            IT Compliance Fulfiller permission set

            OR

            IT Compliance AI Admin permission set

            When you activate a campaign, Salesforce creates a response record for every recipient. You can monitor these responses in real time to ensure your organization meets its attestation deadlines.

            1. From the App Launcher, find and select Compliance Policy Communications.
            2. Open the Compliance Policy Communication record for your campaign.
              You can also open the Policy Communication record from the Policy Communications tab on your Policy record.
            3. Review the Status field to confirm the campaign is active.
            4. On the Related tab, locate the Compliance Policy Communication Responses related list.
            5. Review the list to see which recipients have acknowledged the policy and which are still pending.
              Refresh or return to this record as needed; acknowledgment values update when recipients complete their tasks in the Employee Service Portal.
             
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            Salesforce Help | Article