Salesforce Docs Portal

Create a Validation Compliance Control

The Control Manager creates compliance controls based on business needs and regulatory requirements. Controls are descriptions of the rules that implement compliance requirements. The IT admin configures the compliance control to meet the business requirements.

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
  1. From the App Launcher, find and select Process Compliance Navigator.
  2. From the navigation bar, select Compliance Controls.
  3. Click New.
  4. Enter a name and an API name for the compliance control.
  5. Enter a description about the control.
  6. To associate the control with a validation procedure, select Is Validation Control.
  7. Save your changes.

The IT admin must review and configure the compliance control.