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            Get Started with IT Compliance

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            Get Started with IT Compliance

            Before you set up IT Compliance, learn about the workflows, key terms, personas, record relationships, required licenses, and feature prerequisites that frame how your compliance team operates in Salesforce.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            • IT Compliance Workflow
              IT Compliance brings the Governance, Risk, and Compliance (GRC) discipline into Agentforce IT Service. Learn how the five major workflows connect from external regulations through risk management, audits, and remediation.
            • Key Personas for IT Compliance
              IT Compliance is built around a small set of personas who collaborate across the compliance program. Understanding who does what helps you assign the right permission sets, configure access, and design workflows that fit your organization.
            • Permission Set Licenses for IT Compliance
              IT Compliance is delivered through add-ons that bundle the platform licenses, permission set licenses, and permission sets your team needs. Review the add-ons available to your org, then assign the right permission sets to your compliance admins, fulfillers, employees, and AI users.
            • Prerequisites for IT Compliance Features
              Before you enable IT Compliance features in Salesforce Go, make sure your org has the required licenses, platform features, and integrations turned on. Review these prerequisites to avoid setup errors and ensure your compliance team has access to every feature they need.
             
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            Salesforce Help | Article