Users can access everything related to Compliance Center within the Monitor tab. Under the Monitoring Rules sub-tab, Users can create Monitoring Rules for the specific data they want to monitor, which can then be assigned to specific monitored environments to run reports.

Monitoring Rules act as filters to select which Salesforce objects to monitor. The system then tracks all changes (inserts, updates, deletes) to records within those objects down to the field level and classifies each change as authorized or unauthorized based on work item association.

To Create a Monitoring Rule:

1. Visit the Monitor Tab
2. Visit the Monitoring Rules sub-tab
3. Select “Create a Monitoring Rule”
4. Give the rule a Name
5. Select the Schema org you wish to reference
6. Select the Objects you want to track
7. Select ”Save Monitoring Rule”

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Multiple objects can be selected within a single Monitoring Rule. A Monitoring Rule can be used for several environments as long as the schema is compatible.

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To Remove a Monitoring Rule:

1. Visit the Monitor Tab
2. Visit the Monitoring Rules sub-tab
3. Select the trash icon on the existing Monitoring Rule you want to remove
4. Select ‘Delete‘ on the warning pop up if you agree to the conditions

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By deleting a monitoring rule users will cease tracking all changes for all environments that use the Monitoring Rule.

This cannot be undone.

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