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Workforce Scheduling for Agentforce Public Sector
Set Up Regulatory Compliance and Automated Violations

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Set Up Regulatory Compliance and Automated Violations

Create the regulatory codes your inspections check against, define the compliance statuses that represent a failure, and associate codes with questions. Inspections then generate Regulatory Code Violation records automatically.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
Available in orgs where Field Service and Discovery Framework are enabled.
User Permissions Needed
To create regulatory codes and define compliance statuses: Customize Application
To create and edit flows: Manage Flows

Set up Data Capture. Confirm that the regulatory code and violation objects are available in your org.

  1. Create the regulatory codes that your inspections check against.

    Give each code a name, subject, description, and type, specify its effective dates, and select a regulatory authority. See Create Regulatory Code Records.

  2. Define the compliance statuses, and mark the ones that represent a failure as violating.
    1. From Setup, open Object Manager, and select Inspection Assessment Indicator.
    2. Select Fields, and then open the Assessment Question Status field.
    3. In Assessment Question Status Picklist Values, add or remove the statuses that your inspections use.
    4. Edit a status, and then select Violation to mark it as violating.
  3. When you build the form, associate each question with the regulatory code it checks against. See Build Forms with Question Sets.
  4. Prime the regulatory codes and reference data for offline use with Briefcase Builder.

    Test sync and search performance for your data volume before rollout. See Briefcase Builder.

  5. Give mobile workers access to the regulatory code and violation objects in their Data Capture permission set. See Assign Data Capture Permissions to Mobile Workers.
  6. Test an inspection in the Field Service mobile app.

    Complete the form, set a violating compliance status on a question, and submit. Confirm that Salesforce creates a Regulatory Code Violation record for each question that has a violating status.

 
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