The IT admin reviews and configures compliance controls.
Required Editions
| Available in: Lightning Experience |
| Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability. |
- Review Compliance Controls
On the Compliance Control record, to determine how to configure the control, review the compliance control version created by the control manager. - Validation Controls with Expression Sets
Automate compliance controls by using context definitions and business rule logic. Context definitions contain a set of information that's required to run a validation control. Expression sets represent the business logic that enforces compliance requirements. - Validation Controls with Prompt Templates
Use Prompt Builder to implement rule-based compliance controls grounded in real-time org data. By defining specific roles, isolating instructions, and using the Einstein Trust Layer for automated data masking, you make sure that every AI response remains secure, predictable, and aligned with your organization’s unique regulatory standards and governance requirements. Use the Compliance Check prompt template type to create, manage, and execute AI prompts that use your real-time Salesforce data to validate compliance. - Validation Controls with Apex Classes
Configure validation controls with complex logic by using Apex classes. - Add a Rule Processor to the Compliance Control
To determine whether a compliance control is compliant, update the rule processor field with the related rule processor. For example, a Business Rules Engine Expression Set or Apex class.