---
schema_version: "1"
id: 9fdef3eeea319033a08a45b4146960b4d77e7695b4746b8383e47a0dd0abdea9
title: Compliance Clause Extraction Set Up
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_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_clause_extraction_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a86ba7046cbabedabfa34224918369fc91d4c099eaedeaf795953de01ef0c994
description: Assign permissions and turn on settings to use Compliance Clause Extraction.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Compliance Clause Extraction Set Up

Assign permissions and turn on settings to use Compliance Clause Extraction.

### 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: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions <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>

- **[Set Up Compliance Clause Extraction](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_clause_extraction_setting.htm&release=264.0.0&type=5)**  
    Assign permissions, set up Einstein Generative AI, turn on Industries Cloud Einstein and set up the Compliance Document Clause Extraction Configuration Type, turn on Scoring Framework, and turn on file security settings.
- **[Customize the Compliance Prompt Template](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_clause_extraction_prompt.htm&release=264.0.0&type=5)**  
    Customize the Compliance Document Clause Extraction prompt template based on your business needs. Only one version can be active at a time.

#### See Also

- [Agentforce and Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai.htm&language=en_US)
- [Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_overview.htm&language=en_US)
- [Prompt Builder](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_about.htm&language=en_US)