---
schema_version: "1"
id: df9e28b9a8c4e5f3b412f625b0a5ee67a0d3e29a2fec4883198a50908bcb2c17
title: Create Rules for Mandatory Compliance Controls in Marketing Planning and Operations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_pln_oper_components_governance_mandatory_controls_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_components_governance_mandatory_controls_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9a5627038896923db3efd825a5de42adde074a2f279b093db5edc879c6b01033
description: A company can require compliance controls across a whole category of marketing work. A mandatory compliance rule captures that requirement and applies controls to a type of work. When someone creates work that matches an active rule, that work gets its required reviews automatically.
products:
- Marketing
release: "264"
---
# Create Rules for Mandatory Compliance Controls in Marketing Planning and Operations
A company can require compliance controls across a whole category of marketing work. A mandatory compliance rule captures that requirement and applies controls to a type of work. When someone creates work that matches an active rule, that work gets its required reviews automatically.
### Required Editions
To create rules for mandatory compliance controls:
Marketing Planning and Operations Compliance Admin permission set group
A mandatory compliance rule makes one or more compliance controls required for a type of marketing work: campaigns, marketing programs, or marketing tactics. Narrow a rule to a specific slice of that work. You also assign a reviewer to each control, so that the reviewer receives the control's review by default.
1. On the **Marketing Compliance** page of the Marketing Planning & Operations app, click **Add Rule**.
2. From **Applies To**, select the type of marketing work that the controls apply to:
- Marketing Program
- Marketing Tactic
- Campaign
3. If you're adding the rule for a marketing program, select the hierarchy group and the hierarchy node that the rule applies to.
The hierarchy applies only to marketing programs. Only active hierarchy groups appear in the list.
4. If you're adding the rule for a campaign or marketing tactic, select the record type that the rule applies to.
Record types apply only to campaigns and marketing tactics.
5. Activate the rule and click **Next**.
Only active rules apply to marketing work.
6. Select the compliance controls to mandate and click **Next**.
Only manual controls that have an active version are available to select.
7. For each selected control, assign either a user or a user group as the reviewer.
8. Click **Done**.
When someone creates a campaign, marketing program, or marketing tactic that matches an active rule, that record gets its mandatory reviews automatically.
Mandatory Compliance Rules
The marketing team at Northern Trail Outfitters (NTO) creates three rules so that new work gets the right reviews automatically.
| Applies To | Narrowed By | Mandatory Control | Reviewer |
| --- | --- | --- | --- |
| Marketing Program | Objective node programs in EMEA hierarchy | Regional brand review | EMEA brand team (user group) |
| Campaign | Record type: Email | Data privacy review | Privacy office (user group) |
| Marketing Tactic | Record type: Paid Social | Ad disclosure review | Legal reviewer (user) |
Now, when someone creates a matching marketing program, email campaign, or paid social tactic, that record gets its mandatory review. The review then routes to the assigned reviewer by default.
#### See Also
- [_Salesforce Help:_ Add Compliance Controls for Governance](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_components_governance_add_controls.htm&release=264.0.0&type=5 "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.")