Keep in mind these considerations when setting up Compliance Collections Solution.
Required Editions
| Available in: Lightning Experience |
| Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability. |
Considerations
- You must install the Compliance Collections Solution Foundation and the Compliance Collections Solution to use the Compliance Collection Solution.
- The sample repository for Compliance Collection Solution contains preconfigured compliance records to set up and deploy the Compliance Collections Solution.
- To use the Compliance Collections Solution, we recommend that you install with the sample data in Sandbox.
Org Permissions
- Salesforce Voice Enabled
- Industries Compliance
Permission set licenses to install Compliance Collections Solution
- Salesforce Voice
- Collections and Recovery
- Rules Engine Designer
- Rules Engine Runtime
- Compliance Admin
- Compliance User
- Context Service Admin
- Context Service Runtime
Post install permission sets for Compliance Admin users who view Compliance Collections Solution
- Compliance Admin
- Rules Engine Designer
- Rules Engine Runtime
- Context Service Admin
- Decision Explainer Service Access
- Collections and Recovery Admin
Post install permission sets for Compliance Users
- Compliance User
- Rule Engine Runtime
- Context Service Runtime
- Decision Explainer Service Access
- Collections and Recovery Specialist