---
schema_version: "1"
id: 99be14564e7ecabe554f20a1d8541689584134609693bfd9205b5eb22cbcfcce
title: Create a Compliance Policy and a Compliance Policy Version
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/business_compliance_suite_create_policy_version.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_create_policy_version.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4a761a2326a7bcdf942c9b223ab097f490937986dd63dce52614d5e3fe6a6c51
description: Capture and formalize the rules, standards, and procedures for an organization and ensure adherence to relevant laws, regulations, and internal guidelines. Create records to store details such as the policy representative, review dates and frequency, and links to official documents.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Create a Compliance Policy and a Compliance Policy Version

Capture and formalize the rules, standards, and procedures for an organization and ensure adherence to relevant laws, regulations, and internal guidelines. Create records to store details such as the policy representative, review dates and frequency, and links to official documents.

### 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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d11910e67">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11910e67 ">To configure Process Compliance Navigator:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11910e67 ">Compliance Admin permission set</td>

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To maintain version control and traceability, a compliance policy version record is automatically created when you create a compliance policy record. You can specify the status and the time frame for which the compliance policy version is effective. Additionally, you can store a summary of revisions made to the compliance policy version over time and include links to related official documents. To track changes over time, always create a new compliance policy version record when capturing policy updates.

1. From the App Launcher, find and select **Process Compliance Navigator**.
2. From the navigation bar, select **Compliance Policies**.
3. Click **New**.
4. Enter a name and description for the compliance policy.
5. Specify details such as policy representative, usage type, scope, last review date, next review date, and review frequency.
6. Add comments and reference document links, if necessary.
7. Click **Save & Next**.
8. In the Edit Compliance Policy Version window, specify details for the compliance policy version such as the effective from and to dates, change the summary, and add links to the reference document list.
    
    A compliance policy version is automatically created in draft status for each compliance policy record you create.
9. Save your changes.

The compliance officer creates compliance policy clauses.