Create IT compliance policies and clauses to translate external regulatory frameworks, such as SOC 2 or HIPAA, into actionable internal standards. These records help you mitigate risk and ensure secure operations across your IT environment.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
| User Permissions Needed | |
|---|---|
| To create and manage policy records: | Compliance Admin permission set |
IT Compliance uses a versioned record system to ensure audit traceability. When you create a policy or clause, a version record is automatically created in Draft status. To keep your audit trail accurate, always create a new version record when you make significant updates to a policy or a clause.
- From the App Launcher, find and select IT Compliance.
- Open Compliance Policies from the navigation menu.
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To create the high-level framework for your standards, click New and
enter the policy details.
For more details about creating a policy and a policy version, see Create a Compliance Policy and a Compliance Policy Version.
- To define specific clauses within a policy, click Related on the policy record.
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Click New on Compliance Policy Clause and enter the clause
details.
For more details about creating a policy clause and policy clause version, see Create a Compliance Policy Clause and a Compliance Policy Clause Version.
- Save your changes.