Salesforce Docs Portal

Activate a Published Compliance Policy Version

Compliance officers can activate a published compliance policy version on its effective date and ensure adherence to updated regulations. Activating the policy version also activates the associated policy clause versions, ensuring that all relevant policy updates and clauses are enforced from the specified date.

Required Editions

Available in: Lightning Experience
Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability.
User Permissions Needed
To configure Process Compliance Navigator: Compliance Admin permission set
Note
Note You can't activate a compliance policy version if an active compliance policy clause version is mapped to it. To activate the policy version, retire the active clause version and then activate the published policy version. Similarly, a compliance policy clause can only have one active compliance policy clause version associated at a time.
  1. From the App Launcher, find and select Process Compliance Navigator.
  2. From the navigation bar, select Compliance Policy Versions.
  3. Open the required compliance policy version record page.
  4. Edit the status field and then select Activate.

    The option to activate a compliance policy version appears after you publish it. Similarly, you can activate a compliance policy clause version it's published.

  5. Save your changes.