Create an Agent from the Compliance Assistance

Maintain seamless adherence to legal standards and internal mandates with the Compliance Assistance template. Evaluate the business context provided, retrieve exact regulatory and policy clauses from internal repositories to provide grounded, actionable guidance.

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

Create an Agent by using the Compliance Assistance agent template and configure the settings according to your needs.

If you’re creating an agent by using Create with Gen AI, make sure to include the agent topics.