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Set Up Policy Communications for IT Compliance

Enable Policy Communications to distribute organizational policies and track employee attestations. Configure the portal interface and set up notification services to streamline the process for your campaigns.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
User Permissions Needed
To enable Policy Communication features: Customize Application
To assign required permission sets to users: Assign Permission Sets
  1. From the gear icon, select Salesforce Go, and then search for Accelerate Trust with Unified Risk and Compliance on the Feature page.
  2. Find and select Policy Communications.
  3. Turn on Policy Communications.
  4. To grant access to the right users, click Manage next to Manage User Access and assign the permission set that matches each user's role.
    • Assign Compliance Admin to managers who create and activate policy communication campaigns.
    • Assign IT Compliance Fulfiller to users who track acknowledgment progress across campaigns.
    • Assign IT Compliance Policy Acknowledger to employees who acknowledge policies from the Employee Service Portal. This permission set is included in the IT Compliance Employee Permission Set License.
  5. To configure the portal where employees view and acknowledge policies, see Set Up Agentforce Employee Portal for IT Services.
  6. To make policies accessible on the portal home page, add a Policy Hub tile to your Employee Services Portal.
  7. In the Unlock Advanced Functionality section, optionally enable features to enhance communication.
    1. To allow the system to send policy-related alerts to employees, turn on notifications.
      See Enable IT Notifications to learn how to turn on notifications for IT services.
    2. To define the rules for acknowledgment updates and reminders, configure your notification settings for policies.
      See Configure Notifications to learn more.