The control manager can review a validation procedure configuration to confirm that it meets business needs and update the status to Active.
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 |
- On a validation procedure that you created, in the Validation Procedure Versions section, click the name of the procedure version.
- Review the procedure configuration.
-
Click Activate.
The status of the validation procedure changes to Active, and the Effective From date changes to the date and time the Activate button was clicked.
Your Salesforce Developer or IT admin uses the invocable action or connect API in your organization's processes to invoke the validation procedure and evaluate the compliance.
When a compliance control uses a context ID, the validation procedure can be invoked using Apex or flows.