--- schema_version: "1" id: c83a8f003fc9e4d11d2f93fdec52585d86c2fafe411f212f86213bfb02e69a63 title: 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_overview.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_compliance_assistance_overview.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 5a940e3cc32140c8eac46850b4a3d9287ab6da71d1b5e15afdcc39c67f77844d description: Help users navigate the complex landscape of legal and internal requirements with precision. Analyze the business context provided by users, bridging the gap between abstract rules and daily operations. Scan internal repositories to retrieve regulatory and policy clauses, making sure that answers are grounded in verified documentation. Simplify the compliance process, mitigate risk, and provide actionable, context-aware guidance that keeps the organization aligned with all relevant laws and standards. products: - Industry Solutions - Cross Cloud release: "264" --- # Compliance Assistance Help users navigate the complex landscape of legal and internal requirements with precision. Analyze the business context provided by users, bridging the gap between abstract rules and daily operations. Scan internal repositories to retrieve regulatory and policy clauses, making sure that answers are grounded in verified documentation. Simplify the compliance process, mitigate risk, and provide actionable, context-aware guidance that keeps the organization aligned with all relevant laws and standards. ### Required Editions
Available in: Lightning Experience
Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability.
![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_compliance_suite-264-0-0-production-enus/a9612f4d-d270-413f-ac53-97bccbdc219d/images/icon_note.png) Note Frontline Compliance Assistance agents are available to Salesforce users with the UniversalCreditMetering, AgentforceEmployeeAgentAddOn, and EinsteinForFinancialServicesAddOn. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_compliance_suite-264-0-0-production-enus/a9612f4d-d270-413f-ac53-97bccbdc219d/images/icon_important.png) Important This feature uses [Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai.htm&language=en_US) and may consume Einstein Requests or Flex Credits or Customer Data Cloud Requests. [Einstein Generative AI Features](https://help.salesforce.com/s/articleView?id=ai.generative_ai_solutions.htm&language=en_US) and Data Cloud are provided on a separate infrastructure with different security protections and physical hosting locations than the Services. See [Salesforce Trust and Compliance Documentation](https://www.salesforce.com/company/legal/trust-and-compliance-documentation/). | Agent Action | Reference Action Type & Name | Description | | --- | --- | --- | | Search Compliance Policy Clause Versions | Prompt Template: Search Compliance Policy Clause Versions | When a user asks about the policy compliance requirements in a specific business context, search the Compliance Policy Clause Versions object for records that match the user query, and return the best matches to the user. | | Search Regulation Clause Versions | Prompt Template: Search Regulation Clause Versions | When a user asks about the regulatory compliance requirements in a specific business context, search the Regulation Clause Versions object for records that match the user query, and return the best matches to the user. | - **[Set Up Compliance Assistance](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_compliance_assistance_agent_setup.htm&release=264.0.0&type=5)** 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. - **[Create an Agent from the Compliance Assistance](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_compliance_assistance_create_agent.htm&release=264.0.0&type=5)** 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. - **[Compliance Requirements Topic Reference](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_compliance_assistance_topic_reference.htm&release=264.0.0&type=5)** A topic defines an agent's range of capabilities for a particular job to be done. Topics help agents identify the types of user requests, determine the scope of requests, make decisions, and perform actions. Compliance Requirements topic responds to questions on compliance requirements. Provide answers to users on current regulations for their business context. - **[Work with Your Compliance Assistance Agent](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_compliance_assistance_work_with_agent.htm&release=264.0.0&type=5)** Use the Agentforce for Process Compliance Navigator: Compliance Assistance agent to help employees remain compliant with relevant laws, regulations, and compliance policies.