Use the Agentforce for Process Compliance Navigator: Compliance Assistance agent to help employees remain compliant with relevant laws, regulations, and compliance policies.
Required Editions
| Available in: Lightning Experience |
| Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability. |
| User Permissions Needed | |
|---|---|
| To use Process Compliance Navigator: | Compliance User permission set |
| To use Data 360: | Data Cloud org: Data Cloud User |
| To set up Data 360 for Compliance: | Data Cloud Salesforce Connector permission set with Process Compliance Navigator User 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 |
- From App Launcher, select Process Compliance Navigator.
- Click the Ask Agentforce icon, and then select Frontline Compliance Assistance.
-
Ask the agent questions such as these:
What are the key policies related to our auto lending process?
What are the required regulations when lending to active service members?