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Set Up Compliance Assistance

Set up Einstein, set up Data 360, update the Data Cloud Salesforce Connector Permission Set to include Process Compliance Navigator Admin User and Process Compliance Navigator User permissions, and deploy the Governance Risk Compliance Data Kit.

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
To set up Data 360: Data Cloud org: Data Cloud Architect
To set up Data 360 for Compliance: Data Cloud Salesforce Connector permission set with Process Compliance Navigator Admin system permission
To use Agentforce: Agent Platform Builder permission set
To create and manage prompt templates in Prompt Builder:

Prompt Template Manager permission

OR

Execute Prompt Templates permission
  1. Set Up Einstein Generative AI.
  2. Set up Data 360.
    1. Get Started Using Data 360
    2. Plan your Data 360 Strategy.
    3. Create Data 360 Users and Assign Permissions
    4. Turn On Data 360
    5. Manage Data Cloud Data Access Levels for Salesforce Users
    6. Data 360 Standard Permission Sets
    7. Set Up the Salesforce CRM Connector
  3. Update the Data Cloud Salesforce Connector permission set.
    1. From Setup, find and select Permission Sets.
    2. Click Data Cloud Salesforce Connector, and then click System Permissions.
    3. Select Process Compliance Navigator Admin User and Process Compliance Navigator User permissions.
  4. Set up the Governance Risk Compliance Data Kit.
    1. From Setup, find and select Data Kit.
    2. Click the Governance Risk Compliance Data Kit.
    3. Click Data Kit Deploy and enter your Org ID to deploy the Data Kit.
      The Governance Risk Compliance Data Kit contains objects, Search Indexes, Retrievers.
  5. Create the Compliance Assistance agent from a template and assign the agent to user profiles.

See Also