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            Create and Manage Regulatory Records for IT Compliance

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            Create and Manage Regulatory Records for IT Compliance

            Add a regulatory authority, the regulations it issues, and the clauses within each regulation to capture external requirements as structured records you can map to internal policies and controls.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            User Permissions Needed
            To create and manage regulatory records: Compliance Admin permission set

            IT Compliance uses a versioned record system to keep an audit trail of regulatory content. When you create a regulation or a regulation clause, a version record is automatically created in Draft status. Always create a new version when a regulatory authority publishes a meaningful update, so you retain the history of what was in effect at any point in time.

            Note
            Note Though the existing documentation talks about Regulatory records for Process Compliance Navigator, the same concepts apply for these records for IT Compliance in Agentforce IT Service.
            1. From the App Launcher, find and select IT Compliance.
            2. To capture the body that issues regulations, such as a government agency or industry standards organization, open Regulatory Authorities from the navigation menu, click New, and enter the authority details.
              For more details about creating a regulatory authority, see Create a Regulatory Authority Record.
            3. To capture a specific regulation issued by an authority, such as SOC 2 or NIST CSF, open Regulations from the navigation menu, click New, and enter the regulation details.
              For more details about creating a regulation and a regulation version, see Create a Regulation and a Regulation Version.
            4. To define a specific provision within a regulation, click Related on the regulation record.
            5. Click New on Regulation Clauses and enter the clause details.
              For more details about creating a regulation clause and a regulation clause version, see Create a Regulation Clause and a Regulation Clause Version.
            6. Save your changes.

            Map each regulation clause version to the internal policy clauses and compliance controls that enforce it. See Manage Regulation Clauses and Regulation Clause Versions for IT Compliance.

             
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