Automate Compliance Controls with Prompt Templates

Empower your compliance strategy by using Prompt Builder to create automated compliance controls by using natural language. Ground prompts in real-time org data to ensure every AI response aligns with specific regulatory requirements. The Einstein Trust Layer automatically masks sensitive information before it reaches the LLM, so you maintain strict data integrity throughout the process. For example, to identify compliance risks without manual review, scan unstructured text such as emails and marketing materials. The system flags potential violations within the existing workflow and logs all compliance events for audit purposes.

Where: This change applies to Lightning Experience in Developer, Enterprise, and Unlimited editions with Process Compliance Navigator.

Who: Prompt Templates for Process Compliance Navigator are available to Salesforce users with Compliance Admin permission, Prompt Template Manager or Prompt Template User permission, Rules Engine Runtime permission, Decision Explainer Service Access permission, and Context Service Admin or Context Service Runtime permission.

How: Create a Compliance Check Prompt Template Type and configure it to meet your business needs. Then edit Rule Processor on Compliance Control Version and select the prompt template.