Process Compliance Navigator

Ace any audit, anytime, with confidence and compliance.

First, discover our Process Compliance Navigator edition.

Process Compliance Navigator is available in two editions: one for admins managing controls, and another for extending monitoring and enforcement to the frontline.

Process Compliance Navigator Admin

Make compliance your strategic advantage.

$ 125
  • Regulation Management
  • Compliance Controls Management
  • Compliance Effectiveness Reports

Process Compliance Navigator Base User

Extend compliance enforcement and monitoring to your frontline.

$ 20
  • Risk Surveys
  • Policy Acknowledgement & Portal
  • Natural Language Policy Controls*

Compare editions and top features.

Process Compliance Navigator Admin

Process Compliance Navigator Base User

Frontline Compliance Assistant

Available for purchase Available for purchase

Regulation Management

AI-Assisted Impact Analysis

Available for purchase

Policy Management

Compliance Controls Management

Control Testing

Natural Language Policy Controls

Available for purchase Available for purchase

Process Compliance Navigator Admin

Process Compliance Navigator Base User

AI-Assisted Regulatory Clause Extraction

Available for purchase

Natural Language Policy Controls

Available for purchase Available for purchase

Frontline Compliance Assistant

Available for purchase Available for purchase

AI-Assisted Impact Analysis

Available for purchase

AI-Assisted Policy Authoring

Available for purchase

AI-Assisted Policy Extraction

Available for purchase

Process Compliance Navigator Admin

Process Compliance Navigator Base User

Business Process Management

Regulation Management

Impact Analysis

Regulation Versioning

Regulatory & Control Repository Integration

Policy Management

Policy Authoring & Collaboration

Policy Approvals

Policy Acknowledgement Portal

Policy Portal

AI-Assisted Policy Authoring (O365)

Document & Clause Import

Policy Previewer

Policy Versioning

Process Compliance Navigator Admin

Process Compliance Navigator Base User

Compliance Controls Management

Control Implementation

Compliance Checks

Controls Versioning

Control Testing

Control Mappings

Role-Based Access Controls

Control Recommendation

Business Rules Engine Validation

Apex Validation

Validation Procedure Management

Business/Process Management

Process Compliance Navigator Admin

Process Compliance Navigator Base User

Risk Identification

Risk Register

Risk Evaluation & Assessments

Risk Scoring

AI Assisted Risk Analysis

Risk & Compliance Dashboards

Salesforce GO for Policy and Risk

AI Assisted Risk Evaluation

Risk Management Data Model

Findings & Remediation

Treatment Plans

Audit Data Model

Evidence File Management

Evidence Requests and Fulfilment

Data Display

Integration (File Connect)

Process Compliance Navigator Admin

Process Compliance Navigator Base User

Profiles and Permissions

Action Plans

ID Verification

Discovery Framework

Stage Management

Approval Process

Disclosures and Consent

Deadline Alerts

Validation Procedure

Process Compliance Navigator Admin

Process Compliance Navigator Base User

Compliance Coverage Report

Compliance Effectiveness Report

Audit Trail

Expert support at every stage

With resources, guidance and technical support, our three levels of Success Plans help your business get more value from Salesforce and prepare your data for a future with AI.

Standard Success Plan

Set your company up for success with self-guided, always-on resources.
Included in all licenses
  • Access to Knowledge Articles, documentation, and Trailhead
  • Global Trailblazer Community

Premier Success Plan

Start strong and grow your business with expert guidance and expedited support.
30% of net license fees
  • Expert guidance and product education
  • Health checks and recommendations
  • Access to 24/7 support for business-stopping issues
  • Bundled with Unlimited Edition

Signature Success Plan

Get the most value from Salesforce with a proactive partnership and personalized experience.
Contact your account executive
  • Designated Customer Success Manager
  • Customer Success Score
  • Proactive Monitoring and Key Event Management
  • Fastest 24/7 support response times

Find your path to AI success with the right experts and apps.

Leverage Professional Services and Salesforce Certified Partners for the expertise, agents, and apps needed to unlock your data and secure long-term AI success. Depending on your unique needs, engaging one or both can maximise your ROI.

Process Compliance Navigator FAQs

Financial Services Cloud is world's #1 AI CRM for financial services that unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer. The Process Compliance Navigator is an integrated compliance platform built on Salesforce, designed to help financial services institutions (FSIs) mitigate regulatory risk and reduce operational costs without adding headcount. Process Compliance Navigator enables FSIs to understand and manage regulations, maintain version control, define policies and procedures linked to specific regulations, and create reusable controls to ensure adherence across multiple regulations and workflows.

You can add products or upgrade at any time, but some products may need to scale together. Keep in touch to our sales department at 1800 667 638 to explore Process Compliance Navigator pricing and to see what works for your business.

We know things don't always go according to plan and we're here and will try our best to support. Keep in touch to a sales representative at 1800 667 638 to discuss options.

We offer two distinct Compliance licences to meet your exact business needs. The Compliance Admin licence is $125 per user per month. The Base User licence is $20 per user per month..

The Compliance Admin licence is built specifically for your core compliance teams, giving them full access to manage regulations, policies, controls, and overall risk. The Base User licence equips your frontline employees, such as bankers and advisers, with the targeted workflow tools they need to operate compliantly day to day.

No. To keep our pricing simple and transparent, we have eliminated the $60,000 organisational plan. You now only pay for the exact number of users you need on a predictable per user per month basis.

No. It is not bundled into Agentforce for Financial Services. We keep these packages separate because they are designed for completely different types of daily users, ensuring you only pay for the exact capabilities your specific teams need.

In many cases, Salesforce products integrate directly with many outside applications and systems to help you connect your data. For those that don’t have built-in integration, like on-premises data sources, you can purchase licences of MuleSoft, work with our integration partners, or use apps on AppExchange.

Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.

The Financial Services Cloud licence in Process Compliance Navigator is available as Enterprise Edition or Unlimited Edition to match any existing Financial Services Cloud licences your organisation has. Additional credits are available as add-ons. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.