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            Proactive Actions for IT Compliance

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            Proactive Actions for IT Compliance

            IT risk managers use proactive actions to analyze, prioritize, and mitigate risks.

            Required Editions

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

            Summarize Risk

            When a Risk record is created or updated, the Risk Summary action analyzes the risk record and related evaluation data to generate a concise risk analysis summary. Risk managers can refresh the summary at any time to include the latest downstream changes that affect score.

            For example, instead of reviewing multiple related records, a risk manager gets key details such as risk overview, inherent and residual scores, and key mitigating controls. The risk summary helps risk managers quickly the decide next steps and communicate clear updates to stakeholders in reports, emails, or Chatter posts.

            Summarize Risk Evaluation

            When a Risk Evaluation is created, the Summarize Risk Evaluation action reads the evaluation record and related assessments to generate a short summary of key details. Risk managers can refresh the summary at any time to include the latest updates.

            For example, instead of reviewing multiple tabs and related lists, a risk manager gets key details such as evaluation status, evaluator, findings, assessment counts, completion progress, key assignees, and score highlights such as inherent and residual risk. The risk evaluation summary helps risk managers understand evaluation progress quickly and take action sooner.

             
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