Create a Validation Procedure

Group validation controls by using a validation procedure. A validation procedure includes the steps, processes, and checks that are required to make sure that a business complies with a policy or regulation.

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 Launch, find and select Process Compliance Navigator.
  2. From the navigation bar, select Validation Procedures.
  3. Click New.
  4. Enter a name, API name, and description for the validation procedure.
  5. Save your changes.

The compliance officer creates compliance controls.