Before you set up IT Compliance, learn about the workflows, key terms, personas, record
relationships, required licenses, and feature prerequisites that frame how your compliance team
operates in Salesforce.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service. |
- IT Compliance Workflow
IT Compliance brings the Governance, Risk, and Compliance (GRC) discipline into Agentforce IT Service. Learn how the five major workflows connect from external regulations through risk management, audits, and remediation.
- Key Personas for IT Compliance
IT Compliance is built around a small set of personas who collaborate across the compliance program. Understanding who does what helps you assign the right permission sets, configure access, and design workflows that fit your organization.
- Permission Set Licenses for IT Compliance
IT Compliance is delivered through add-ons that bundle the platform licenses, permission set licenses, and permission sets your team needs. Review the add-ons available to your org, then assign the right permission sets to your compliance admins, fulfillers, employees, and AI users.
- Prerequisites for IT Compliance Features
Before you enable IT Compliance features in Salesforce Go, make sure your org has the required licenses, platform features, and integrations turned on. Review these prerequisites to avoid setup errors and ensure your compliance team has access to every feature they need.
