---
schema_version: "1"
id: b863fd6f7c6dcb5b71bf7d68b2b79183968e04108d35d29f8eba93f4393fae89
title: Add a Compliance Policy Clause to Existing Policy
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/business_compliance_suite_updates_add_policy_clause.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_updates_add_policy_clause.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 68e94da9e41917f53a5c594b18772a01aedfc6cc4dac6ac9419c783ab63aaa93
description: When new clauses are introduced to existing compliance policy, add them to compliance policies repository. Your compliance officers can clone an existing compliance policy version, add the new clause, and then associate it with the cloned version. Cloning a compliance policy version retains all associated mappings with policy clause versions and business processes.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Add a Compliance Policy Clause to Existing Policy

When new clauses are introduced to existing compliance policy, add them to compliance policies repository. Your compliance officers can clone an existing compliance policy version, add the new clause, and then associate it with the cloned version. Cloning a compliance policy version retains all associated mappings with policy clause versions and business processes.

### 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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d7199e67">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7199e67 ">To configure Process Compliance Navigator:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7199e67 ">Compliance Admin permission set</td>

          </tr>
        </tbody>
      </table>

1. Clone the compliance policy version record to add a new policy clause.
    1. From the App Launcher, find and select **Compliance Policy Versions**.
    2. Open the required compliance policy version record page and navigate to the quick actions menu.
    3. Click **Clone**.
    4. For the cloned compliance policy version, specify details such as changes summary and effective period.
    5. Save your changes.
        
        When you clone a compliance policy version record, all the associated mappings with compliance policy clause versions are retained in the cloned compliance policy version.
2. Create a record for the compliance policy clause and map its version with the compliance policy version that you cloned in step 1.
    1. Open the record page of the cloned compliance policy version.
    2. Navigate to the Compliance Policy Compliance Clause Versions in the Related tab, and then click **New**.
        
        A modal for New Compliance Policy Compliance Clause Version appears.
    3. Click Compliance Policy Clause Version field and select **New Compliance Policy Clause Version**.
        
        Next, a modal for the New Compliance Policy Clause Version appears.
    4. Click Compliance Policy Clause field and select **New Compliance Policy Clause**.
        
        Next, a modal for the New Compliance Policy Clause appears.
    5. Enter a name and description for the compliance policy clause.
    6. Specify details such as the compliance policy and the parent compliance policy clause.
    7. Add comments and reference document links, if necessary.
    8. Click **Save** and a modal for New Compliance Policy Clause closes. You’re now back to the New Compliance Policy Clause Version modal.
    9. Specify details such as the clause text, change summary, and the validity period for the compliance policy clause version.
    10. Select status as Draft and click **Save**. You’re now back to the New Compliance Policy Compliance Clause Version modal.
    11. Save your changes.
3. Publish the compliance policy version that you cloned in step 1. When you publish the cloned compliance policy version, all associated compliance policy clause version records also get published. Explore about the scenarios and rules governing the [Transition Criteria for Compliance Policy Record Status](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_policy_version_transition.htm&release=264.0.0&type=5 "Learn about the scenarios and rules governing the status transition of Compliance Policy Version and Compliance Policy Clause Version records.").
    1. From the App Launcher, find and select **Compliance Policy Versions**.
    2. Open the required compliance policy version record page and navigate to the Details tab.
    3. Update the status to **Published**.
    4. Save your changes.
4. As the effective date for the cloned compliance policy version approaches, the compliance officer can activate it and retire the previous compliance policy version record.
    1. From the App Launcher, find and select **Compliance Policy Versions**.
    2. Open the record page of the active compliance policy version that you want to retire.
    3. Go to the quick actions menu and click **Retired**.
    4. Save your changes.
    5. Open the record page of the compliance policy version that you’ve just published.
    6. Go to the quick actions menu and select **Activate**.
    7. Click **Activate**.
    8. Save your changes.