Assign permissions, set up context definition, and set up business rules engine.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions View editions availability. |
- Assign Process Compliance Navigator Permission
Assign Process Compliance Navigator permission sets to the users who set up and use Process Compliance Navigator. - Set Up Business Rules Engine
Simplify determining eligibility or qualification and automate complex decision-making to find solutions faster using Business Rules Engine. Expression sets consist of a series of steps connected in a logical flow built from variables, constants, conditions, calculations, lookups, and aggregations. - User Locale Setting
Use the logged-in user’s locale for logging API messages for Business Rules Engine compliance controls. - Set Up Context Definition
Simplify the sharing and consumption of business application data using Context Service. Acting as a generic module, Context Service forms a layer between applications and procedures, enabling easy retrieval and use of data across various industry clouds at every step of the process. - Create Implementer Type Values
Create implementer type picklist values that define the feature used to implement a compliance control. Track and report on the specific implementer type for each control version, such as Action Plans, Business Rules Engine, or Apex. - Turn on Regulation and Policy Status Transition and Validation Criteria
Enforce the status transition criteria and validation requirements for regulation and policy records. - Process Compliance Navigator Essentials
Process Compliance Navigator helps your company follow internal policies and meet regulatory requirements and industry standards.