---
schema_version: "1"
id: 358716a7d3dd3f3ffa2a15857c5491a0da4a162d46357adcb96b959cfabd3446
title: Customize the Compliance Prompt Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/business_compliance_suite_clause_extraction_prompt.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_clause_extraction_prompt.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4b4c55733ca138665616750767b58ad52d7350335f4eb43094b7d3718957d07e
description: Customize the Compliance Document Clause Extraction prompt template based on your business needs. Only one version can be active at a time.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Customize the Compliance Prompt Template

Customize the Compliance Document Clause Extraction prompt template based on your business needs. Only one version can be active at a time.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: All Industry Clouds, Sales Cloud, Service Cloud <a href="https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported editions and availability for Process Compliance Navigator.">View editions availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d12703e69">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12703e69 ">To configure Process Compliance Navigator:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12703e69 ">Compliance Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12703e69 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12703e69 ">
              <p>Prompt Template Manager permission</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Execute Prompt Templates
                permission</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12703e69 ">To use Natural Language Processing:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12703e69 ">NLP Service permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12703e69 ">To use Scoring Framework:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12703e69 ">Scoring Framework Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12703e69 ">To run flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12703e69 ">Run Flows permission</td>

          </tr>
        </tbody>
      </table>

The Compliance Document Clause Extraction prompt template extracts clauses from the text of a policy or regulation document.

1. [Override a Standard Prompt Template](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_override_standard_template.htm&language=en_US).
2. Customize the Compliance Document Clause Extraction template based on your business needs.