---
schema_version: "1"
id: 3e9c7061933d38c2359933b8cd21ad79e1847e661e732c25c6b1688582cb48c7
title: Compliance Review Evaluation 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_manage_reviews.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_manage_reviews.htm&release=264.0.0&type=5
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content_type: documentation
content_hash: a54dbb58b91a63950f2d4ef676d1502d95c9958d4d45cdd25247de467eb157a9
description: Compliance reviewers check a program, campaign, or tactic against their assigned controls, then mark each review compliant or not compliant.
products:
  - Marketing
release: "264"
---
# Compliance Review Evaluation in Marketing Planning and Operations

Compliance reviewers check a program, campaign, or tactic against their assigned controls, then mark each review compliant or not compliant.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_editions.htm&amp;release=264.0.0&amp;type=5" title="Marketing Planning and Operations requires specific Salesforce editions and licenses. Learn about the editions, licenses, and add-ons that provide access, including the add-on for planning agents.">View supported editions</a></td></tr></tbody></table>

As a compliance reviewer, you check marketing work against your assigned compliance controls. Brand, legal, and regulatory reviewers each review the controls in their area. You review one control at a time and decide whether the work meets it, acting only on your assigned reviews.

Evaluating and completing assigned compliance reviews requires the Marketing Planning and Operations Reviewer permission set group.

## Understand Reviews and Review Executions

A review applies one compliance control to a piece of marketing work. The review shows the latest compliance status for that control.

A review execution is your assigned work item. It's one round of a review. You evaluate the work and record your decision on the review execution. That decision updates the review that the review execution belongs to.

You get a new review execution each time someone sends the marketing work for review. For example, if you mark a review execution Not Compliant, the team can address the issues and send the work again. You then get another review execution for the next round. A review can also go to another round after a review execution ends as failed or waived.

## Get Assigned to a Review

When someone sends a program, campaign, or tactic for review, you get a review execution for each of your controls. An in-app and email notification alerts you. You automatically have access to both the review execution and the marketing work that it applies to.

Open an assigned review execution from these places:

- The email and in-app notification
- The Marketing Planning & Operations app's navigation menu
- The Review Executions related list on the parent review

## Complete a Review

Completing a review means recording your decision on its review execution. You evaluate the marketing work against the control and set the compliance status to Compliant or Not Compliant. Add a reason whenever the status is Not Compliant. Set a compliance status before you complete a review execution. Setting the stage to Completed finishes it.

## See How Your Decision Affects the Marketing Work

When you complete a review execution, your decision rolls up to its review, which records the latest stage, compliance status, and review date. The marketing work also has an overall compliance status that rolls up from all of its reviews.

#### See Also

- [_Salesforce Help:_ How Compliance Reviews Work](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_components_governance_mandatory_rules.htm&release=264.0.0&type=5 "A compliance review applies to marketing work in one of two ways. Someone requests a review for a specific piece of work, or a company requires a control across a whole category of work. Either way, the owner sends the review requests, and each review goes to a reviewer, who checks the work and notes whether it passes. Each record then rolls up its reviews into one overall compliance status.")