--- schema_version: "1" id: 7579bf5910111966e8fd7839be7a4c3a61fdca870145a8534a869af382000871 title: AI Actions for Compliance Management collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_agentforce_employees_comliance_mngmnt.md canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_agentforce_employees_comliance_mngmnt.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 26b81ebd34d86c818d44c132a02da38537fb675edc4380bb970cde1a7690a195 description: Employees can report compliance issues, access data privacy policies, and manage regulatory requests using Agentforce in a channel of their choice, such as the portal, Slack, or Teams. Get accurate guidance on corporate governance, data handling standards, and compliance training to reduce time to resolution. products: - Service Cloud - Agentforce IT Service release: "264" --- # AI Actions for Compliance Management Employees can report compliance issues, access data privacy policies, and manage regulatory requests using Agentforce in a channel of their choice, such as the portal, Slack, or Teams. Get accurate guidance on corporate governance, data handling standards, and compliance training to reduce time to resolution. ### Required Editions
Available in: Lightning Experience
Available in: Unlimited and Enterprise editions with AI Agent for Employees add-on.
Agentforce guides employees through documenting potential violations, navigating governance standards, and completing compliance training requirements with step-by-step guidance and automated workflows. ## Answer Questions with Knowledge Here's how an employee asks a question about compliance policies and regulatory requirements by using Agentforce. You can also see the action that's triggered in response to the employee's input.
Instructions Example Utterance or User Input Agent response Standard Action Engaged
Ask a question about compliance policies, data privacy regulations, or corporate governance standards so that the agent can search the knowledge base and provide a relevant answer.
  • What is the data retention policy for customer records?
  • How do I report a potential compliance violation?
  • What are the guidelines for handling personally identifiable information?
  • What compliance training am I required to complete this quarter?
 The agent searches the knowledge base and returns a relevant answer based on your question (for example, under the data retention policy, customer records must be retained for seven years and stored in approved secure systems). If no match is found, the agent offers to raise a ticket or escalate to the support team. Answer Questions with Knowledge
## Get Eligible Service Catalog Items Here's how an employee retrieves eligible compliance service catalog items by using Agentforce. You can also see the action that's triggered in response to the employee's input.
Instructions Example Utterance or User Input Agent response Standard Action Engaged
Describe the compliance service or regulatory process you need so that the agent can retrieve the eligible service catalog items that match your request.
  • What compliance service catalog items am I eligible for?
  • Show me the available services I can request for regulatory compliance.
  • What data privacy or governance services can I request from the catalog?
  • List the compliance-related services available for my team.
 The agent retrieves a list of eligible service catalog items based on your description and presents the matching results (for example, based on your request, the following service catalog items are available: Compliance Violation Report, Data Privacy Request, Regulatory Training Enrollment, and Audit Documentation Submission). Select an item to proceed with your request. Get Eligible Service Catalog Items
## Execute Service Catalog Item Flow Here's how an employee runs a compliance service catalog item flow by using Agentforce. You can also see the action that's triggered in response to the employee's input.
Instructions Example Utterance or User Input Agent response Standard Action Engaged
Request a compliance service catalog item so that the agent can initialize the flow using the product ID and guide you through each step until the request is complete.
  • I need to submit a data privacy request for a customer.
  • How do I enroll in the mandatory compliance training?
  • I'd like to file a compliance violation report.
  • Can I submit an audit documentation package through the catalog?

The agent initializes the service catalog item flow using the product ID and guides you through a series of steps, collecting the required inputs at each stage (for example, after you select Data Privacy Request, the agent prompts you to specify the data subject, request type, and applicable regulation). The agent continues looping through subsequent steps until the flow is complete or an error is returned.

Note
Note This action is designed for catalog items with a manageable, predictable set of configuration options. It is not intended for highly complex product configurations.
 Execute Service Catalog Item Flow
## Get Product Launch Card Here's how an employee retrieves compliance service process launch details by using Agentforce. You can also see the action that's triggered in response to the employee's input.
Instructions Example Utterance or User Input Agent response Standard Action Engaged
Provide the compliance service or regulatory process name so that the agent can retrieve the corresponding process launch details, including the cover image and the intake form link.
  • How do I get started with the compliance violation reporting process?
  • Show me the launch details for the data privacy request service.
  • Where can I find the intake form for the regulatory training enrollment?
  • Get me the product launch card for the audit documentation submission process.
 The agent retrieves the process launch details for the requested compliance service and presents a card with the cover image and a link to the specific intake form (for example, here is the launch card for the Compliance Violation Report process. Click the link to open the intake form and submit your request). Get Product Launch Card
## Create Incident For Employee Here's how an employee creates an incident for an unresolved compliance issue by using Agentforce. You can also see the action that's triggered in response to the employee's input.
Instructions Example Utterance or User Input Agent response Standard Action Engaged
Describe your compliance issue so that the agent can create an incident on your behalf if the issue cannot be resolved with knowledge articles or if no relevant articles exist.
  • I've identified a potential data breach. Please raise a ticket.
  • None of the articles helped with my compliance question. Can you create an incident for me?
  • I need to log an incident for a suspected policy violation.
  • The suggested articles didn't resolve my regulatory query. Please create an incident.

The agent creates an incident for the reported compliance issue and provides a confirmation with the ticket number (for example, INC-0031, suspected data handling policy violation in the finance department, status: assigned to Compliance and Legal team).

Note
Note The agent creates an incident only when the issue cannot be resolved with existing knowledge articles or when no relevant articles are available. If matching knowledge articles are found, the agent presents them first before creating an incident.
 Create Incident For Employee