Navigate the complex landscape of legal and internal requirements with precision by using the Compliance Assistance Agent for Process Compliance Navigator. The agent scans internal repositories for regulatory and policy clauses, so all responses are sourced in verified documentation. The Compliance Assistance Agent delivers instant, cited answers directly within the workflow, so employees can resolve policy questions without consulting manual handbooks. This integration eliminates the friction of switching between applications, so staff can act quickly and with greater accuracy.
Where: This feature applies to Lightning Experience in Enterprise and Unlimited editions with the Agentforce Employee agent add-on. The Agentforce Employee agent uses Flex Credits under the Salesforce Foundations Entitlements model.
Who: Compliance Assistance is available to Salesforce users with Compliance Admin permission, Prompt Template Manager or Prompt Template User permission, and Data 360: Data Cloud Architect or Data Cloud User permission.
How: To use Compliance Assistance agent, set up Process Compliance Navigator, Data 360, and Agentforce. Then, select the Compliance Assistance agent on the Agentforce Agents Setup page.
Review the two included topics: Search Regulation Clause Versions and Search Compliance Policy Clause Versions.