---
schema_version: "1"
id: 780cf0ae3bc4c4ded479f91089372a79fcfec2f704de6b88b3a2a537ce66b1ee
title: Run Compliance Reviews on a Marketing Program 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_programs_run_compliance.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_programs_run_compliance.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4b7a3207fa9b69a90fb2961c925c1e1798de7bd70a44e70a7b810085bef1f6e5
description: Marketing managers run compliance reviews on a program to check it against brand, legal, and regulatory controls.
products:
  - Marketing
release: "264"
---
# Run Compliance Reviews on a Marketing Program in Marketing Planning and Operations

Marketing managers run compliance reviews on a program to check it against brand, legal, and regulatory controls.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d37374e67">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d37374e67 ">To add controls and run compliance reviews on a program:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d37374e67 ">
              <p><span>Marketing Planning and Operations</span> Leader permission set group</p>
              <p>OR</p>
              <p style="margin-bottom:0;"><span>Marketing Planning and Operations</span> Specialist permission set group</p>
            </td>

          </tr>
        </tbody>
      </table>

Your Salesforce admin sets up rules that automatically add mandatory compliance controls to programs. You add any other controls manually, and then send all the controls for review.

Compliance reviews check a program against compliance controls. This process is separate from approvals, which route a program for sign-off.

#### 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.")

## Add Compliance Controls to a Marketing Program

Add compliance controls to a program beyond the mandatory ones and assign a reviewer for each.

1. On the Governance tab of a marketing program, click **Add Controls**.
2. Search for and select the compliance controls to add.
    
    If the program already has a control, then it doesn't appear on the list.
3. Click **Next**.
4. Assign users or user groups as the default reviewers for each control.
5. Click **Done**.

The program gets the selected controls as reviews. Because the reviews haven't started, the program's compliance checking hasn't begun. Send the controls for review to start evaluating compliance.

## Send a Marketing Program's Controls for Review

Send a program's compliance controls to their reviewers to start the reviews and evaluate compliance.

1. On the Governance tab of a marketing program, click **Send for Review**.
    
    Each reviewer gets an email and in-app notification for their assigned compliance reviews.
2. Track the program's overall compliance status on the Governance tab.
3. Check the Compliance Status field for each control in the Compliance Reviews list on the Governance tab.
    
    Each row in the list shows the control, Review Status, Compliance Status, reviewer, and date, with a compliance banner.

Each control's reviewer gets a notification and reviews the program. Until every review is complete, you can't send the program for review again. Delete only the controls that you added manually, not the mandatory controls that rules add by default. The program is compliant only when every review is compliant.