---
schema_version: "1"
id: a69f1610fc20df68750ccdafca002a106f042c296f7a86d1dd2c3eac0d83a2df
title: Manage Evidence for IT Compliance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_setup_work_with_evidence_mgmt.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_setup_work_with_evidence_mgmt.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 151166b60d189d30ff884168039d90d8b5b2778e449459fd69cb9a5b2bd9b732
description: Move evidence through its full lifecycle — create compliance audits, raise evidence requests, fulfill requests with artifacts, and verify evidence so it's ready for external auditors.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Manage Evidence for IT Compliance

Move evidence through its full lifecycle — create compliance audits, raise evidence requests, fulfill requests with artifacts, and verify evidence so it's ready for external auditors.

### 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>

- **[Evidence Management Lifecycle for IT Compliance](https://help.salesforce.com/s/articleView?id=service.it_srvcs_evidence_mgmt_lifecycle.htm&release=264.0.0&type=5)**  
    Follow how compliance evidence moves from audit planning to external review. See how audit managers, fulfillers, compliance reviewers, and auditors work together to collect, verify, and lock evidence in a traceable workflow.
- **[Create a Compliance Audit for IT Compliance](https://help.salesforce.com/s/articleView?id=service.it_srvcs_create_compliance_audit.htm&release=264.0.0&type=5)**  
    Create a Compliance Audit record to define the scope, type, and timeline for an audit engagement. The audit captures who requested the audit, what framework or regulation it covers (such as ISO 27001 or internal governance), and the observation and execution windows. It serves as the parent for all evidence requests and tracks the overall audit lifecycle.
- **[Create Evidence Requests for IT Compliance](https://help.salesforce.com/s/articleView?id=service.it_srvcs_create_evidence_request.htm&release=264.0.0&type=5)**  
    Create compliance evidence requests to gather artifacts from subject matter experts for an audit. Each request specifies what evidence is needed, who should fulfill it, and when it's due. Requests can be created manually or autogenerated from an audit template.
- **[Create and Link Evidence Artifacts for IT Compliance](https://help.salesforce.com/s/articleView?id=service.it_srvcs_add_existing_artifact.htm&release=264.0.0&type=5)**  
    Respond to evidence requests by creating a new artifact and uploading files, or by linking an existing artifact that already satisfies the request. If the same evidence artifact applies to multiple requests, link the existing file instead of creating duplicates.
- **[Fulfill Evidence Requests from the IT Service Employee Portal](https://help.salesforce.com/s/articleView?id=service.it_srvcs_evidence_hub_portal.htm&release=264.0.0&type=5)**  
    Employees can fulfill evidence requests directly from the IT Service employee portal without needing access to the Evidence Hub app. Requests appear as assigned tasks, and employees upload evidence artifacts using a simplified, guided interface.
- **[Preview an Evidence Artifact](https://help.salesforce.com/s/articleView?id=service.it_srvcs_preview_evidence_artifact.htm&release=264.0.0&type=5)**  
    Open the built-in evidence artifact previewer to review the files attached to a Compliance Evidence Artifact directly inside the artifact record. Reviewing in the previewer means you don't have to download a copy of the file to verify the evidence.
- **[Review and Close Evidence Requests for IT Compliance](https://help.salesforce.com/s/articleView?id=service.it_srvcs_review_close_evidence_requests.htm&release=264.0.0&type=5)**  
    Verify submitted evidence artifacts by previewing files, checking completeness, and setting each artifact's status to Accepted or Rejected. Once all artifacts are verified, mark the evidence request as Accepted to close out the request.
- **[Considerations for Evidence Artifacts in IT Compliance](https://help.salesforce.com/s/articleView?id=service.it_srvcs_evidence_artifact_considerations.htm&release=264.0.0&type=5)**  
    Understand how artifact statuses work, when artifacts lock, which file types are supported, and what classification levels mean, so you can manage compliance evidence accurately and securely.