Salesforce Docs Portal

Create a Compliance Test

Verify that compliance controls are functioning effectively by creating a compliance test. Testing makes sure that controls maintain their effectiveness over time and across different operational scenarios.

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
  1. From the App Launcher, find and select Process Compliance Navigator.
  2. From the navigation bar, select Compliance Tests.
  3. Click New, and then complete the fields.
    For more information about the fields, see Compliance Tests.
  4. Save your changes.
  5. Associate a Compliance Control Version with the Compliance Test.
    1. On the Compliance Test record, click the Related tab.
    2. In the Compliance Control Version Tests related list, click New.
    3. In the Compliance Control Version, search for a Compliance Control Version to relate to the Compliance Test.
    4. Save your changes.