---
schema_version: "1"
id: a1f7e9094f07ff0756f8f9ca3623252ab2b290f9502010f22bddbde7b3bb712c
title: Create an Agent from the 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_create_agent.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_compliance_assistance_create_agent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: acf24450a50ad4bf8e67161a7db44bcdb309c09dd7edfaa882052dcd7387d42d
description: 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.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# 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

<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="d14594e67">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14594e67 ">To configure Process Compliance Navigator:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14594e67 ">Compliance Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14594e67 ">To set up Data 360:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14594e67 ">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="d14594e67 ">To set up Data 360 for Compliance:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14594e67 ">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="d14594e67 ">To use Agentforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14594e67 ">Agent Platform Builder permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14594e67 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14594e67 ">
              <p>Prompt Template Manager permission</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Execute Prompt Templates
                permission</p>
            </td>

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

[Create an Agent](https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_setup.htm&language=en_US) 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.