---
schema_version: "1"
id: f8d5e51b3c300523017768eb6269cc6c4f8fe86154486038b71bd02dc87f3e8f
title: Set Up Compliance Assistance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/business_compliance_suite_compliance_assistance_agent_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_compliance_assistance_agent_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c19daa129ac3f539dfcdd13632989271ec04881df18c82423376c90d918bd802
description: 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.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# 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

<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="d14190e67">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14190e67 ">To configure Process Compliance Navigator:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14190e67 ">Compliance Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14190e67 ">To set up Data 360:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14190e67 ">Data Cloud org: Data Cloud Architect</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14190e67 ">To set up Data 360 for Compliance:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14190e67 ">Data Cloud Salesforce Connector permission set with Process Compliance Navigator Admin
              system permission </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14190e67 ">To use Agentforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14190e67 ">Agent Platform Builder permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14190e67 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14190e67 ">
              <p>Prompt Template Manager permission</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Execute Prompt Templates
                permission</p>
            </td>

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

1. [Set Up Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&language=en_US).
2. Set up Data 360.
    1. [Get Started Using Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_product_considerations.htm&language=en_US)
    2. [Plan your Data 360 Strategy.](https://help.salesforce.com/s/articleView?id=data.c360_a_plan_data_strategy.htm&language=en_US)
    3. [Create Data 360 Users and Assign Permissions](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_walkthrough.htm&language=en_US)
    4. [Turn On Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_provision.htm&language=en_US)
    5. [Manage Data Cloud Data Access Levels for Salesforce Users](https://help.salesforce.com/s/articleView?id=data.c360_a_data_access_levels_setting.htm&language=en_US)
    6. [Data 360 Standard Permission Sets](https://help.salesforce.com/s/articleView?id=data.c360_a_userpermissions.htm&language=en_US)
    7. [Set Up the Salesforce CRM Connector](https://help.salesforce.com/s/articleView?id=data.c360_a_set_up_crm_connection.htm&language=en_US)
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 [Create an Agent](https://help.salesforce.com/s/articleView?language=en_US&id=ai.agent_setup_create.htm).

#### See Also

- [Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_overview.htm&language=en_US)
- [Data Kits](https://help.salesforce.com/s/articleView?id=data.c360_a_data_package_kits.htm&language=en_US)
- [Manage Retrievers](https://help.salesforce.com/s/articleView?id=data.c360_a_ai_retriever_version.htm&language=en_US)
- [Data Streams](https://help.salesforce.com/s/articleView?id=data.c360_a_data_streams.htm&language=en_US)
- [Manage Prompt Templates](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_manage_prompt_templates.htm&language=en_US)
- [Design and Implement Agents](https://help.salesforce.com/s/articleView?id=ai.copilot_intro.htm&language=en_US)