Salesforce Docs Portal

Set Up Impact Analysis for Regulations

Assign permissions, set up Data 360, and set up Einstein.

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
To set up Data 360: Data Cloud org: Data Cloud Architect
To set up Data 360 for Compliance Data Cloud Salesforce Connector permission set with Process Compliance Navigator Admin system permission
To set up Data 360 for Compliance Data Cloud Salesforce Connector permission set with Process Compliance Navigator User system permission
To run Prompt Templates:

Prompt Template Manager

AND

Prompt Template User
  1. Set Up Einstein Generative AI.
  2. Set up Data 360.
    1. Get Started Using Data 360
    2. Plan your Data 360 Strategy.
    3. Create Data 360 Users and Assign Permissions
    4. Turn On Data 360
    5. Manage Data Cloud Data Access Levels for Salesforce Users
    6. Data 360 Standard Permission Sets
    7. Set Up the Salesforce CRM Connector
  3. Update the Data 360 Salesforce Connector permission set.
    1. From Setup, find and select Permission Sets.
    2. Click Data Cloud Salesforce Connector, and then click System Permissions.
    3. Select Process Compliance Navigator Admin User and Process Compliance Navigator User permissions.
  4. Set up the Governance Risk Compliance Data Kit.
    1. From Setup, find and select Data Kit.
    2. Click the Governance Risk Compliance Data Kit.
    3. Click Data Kit Deploy and enter your Org ID to deploy the Data Kit.
      The Governance Risk Compliance Data Kit contains objects, Search Indexes, Retrievers.