How to Add a New Compliance Category to CS:Govern

A default CS:Govern deployment includes the Compliance Categories which Salesforce defines in its metadata. These include:

• CCPA, COPPA, GDPR, HIPAA, PCI, PII, and Public (CS:Govern added Public).

CS:Govern stores all defined Compliance Categories in the database table GovernAccessCategory and adding a new Compliance category is as simple as adding a new record to this table.

To add a new Compliance Category:

• Open the Tools => Edit Compliance Categories dialog from the menubar.

Remember to click on Save Changes to save edits to the database.

• Click the Add New Category  button to add a new compliance category to the table. You must give the category a name in order to save it.
• Click the Undo Changes button to restore the dialog to match the current state of the database.
• Click the Save Changes button to write all changes to the database.
• Click the Cancel button to throw away all changes and closed the dialog.

The Type column will have one of these values:

• Built-In — the category is built-in to CS:Govern and the only permissible option is to make the category active or inactive.
• Custom — the category was created by a customer. Its name, description, and active option can be edited.
• New — the category was added using the Add New Category button but not yet saved to the database.

For security and protection purposes, custom categories are treated the same as CS:Govern built-in categories.