---
schema_version: "1"
id: 1e381fcdf7d6581b5a22a54c758474a306c049b6cd9dcaf06f980f646460a367
title: Publish and Activate IT Compliance Policies and Clauses
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_cmpl_publish_policy.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_publish_policy.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 996fe3db7e04eef273c226e70b285227ebc1c26cf52a036d10a56157a840d386
description: Finalize your IT governance standards by publishing and activating policy versions and clause versions. Activating a policy version with its underlying clauses ensures that the latest standards are available for audits and employee review.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Publish and Activate IT Compliance Policies and Clauses

Finalize your IT governance standards by publishing and activating policy versions and clause versions. Activating a policy version with its underlying clauses ensures that the latest standards are available for audits and employee review.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d13840e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13840e74 ">To modify Policy records:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13840e74 ">Compliance Admin permission set</td>

          </tr>
        </tbody>
      </table>

To ensure a consistent audit trail, the system enforces these validations.

- All mapped clause versions must be published before you publish the parent policy version.
- All mapped clause versions must be activated before you activate the parent policy version.
- Only one version of a specific clause or policy can be Active at a time.
- Activating a new version automatically retires the previous version.

1. From the App Launcher, find and select **IT Compliance**.
2. Open the Compliance Policy Version or Compliance Policy Clause Version you want to update.
3. To move a record from **Draft** to a finalized state, change the **Status** field to **Published**.
    
    For more details on publishing policy and clause versions, transitioning records to the Published state, and resolving versioning conflicts, see [Publish a Compliance Policy Version and a Compliance Policy Clause Version](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_publish_compliance_policy_version.htm&type=5&language=en_US).
4. To make a published record the current version, change the **Status** to **Active**.
    
    For more details on resolving versioning conflicts during activation, see [Activate a Published Compliance Policy Version](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_activate_published_compliance_policy_version.htm&type=5&language=en_US).