Validation Procedure

To make sure that your business process adheres to policies and regulations based on the requirements defined by a compliance officer, group compliance controls by using a validation procedure. When a business process runs a validation procedure, the validation controls in the procedure are invoked.

Required Editions

Available in: Lightning Experience

Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability.

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.
Create a Compliance Control for a Validation Procedure
Create compliance controls for regulatory requirements. Controls are descriptions of rules that implement the compliance requirements.
Manage a Validation Procedure
Associate compliance controls with a validation procedure. Compliance controls are descriptions of rules that implement compliance requirements at your company.
Configure a Validation Procedure
Configure the validation procedure and compliance controls specified by the control manager.
Review and Activate a Validation Procedure
The control manager can review a validation procedure configuration to confirm that it meets business needs and update the status to Active.