Add Compliance Controls for Governance in Marketing Planning and Operations

Marketing Planning and Operations supports only manual compliance controls, not automated validations. After you create a control and activate a version of it, the marketing team can add it as a review on their marketing work.

Required Editions

View supported editions

User Permissions Needed
To create and activate compliance controls:	Marketing Planning and Operations Compliance Admin permission set group

Tip Create and activate your compliance controls from the Compliance Controls list view, accessible on the App Launcher.

1. Create a manual compliance control.
   See Create a Non-Validation Compliance Control.
2. Add a version to the control, and then set the version to active.
   A control is available to the marketing team only after it has an active version. See Activate a Compliance Control.

After you activate a control, the marketing team can add it as a review on a campaign, marketing program, or marketing tactic.

See Also

• Salesforce Help: How Compliance Reviews Work
• Salesforce Help: Create Rules for Mandatory Controls