Create compliance templates to save time and effort in defining cycles every time you create a compliance plan for an account. Then associate the template with all accounts that require monitoring. When you create a compliance plan for an account, Salesforce generates the account's personalized compliance cycles based on the associated template and the dates of the account's compliance plan.
Where: This feature is available in:
- Lightning Experience in Enterprise and Unlimited editions with the Life Sciences Cloud license and the Life Sciences Cloud for Customer Engagement add-on license, and where the Life Sciences Cloud for Customer Engagement managed package is installed.
- Life Sciences Cloud mobile app for iOS (iPad only).