Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Compliance Vista – Assessment & Compliance Management – In your Salesforce Org
Automate assessments, reduce risk, and ensure compliance inside Salesforce
- Industries
- Horizontal ProductFinancial ServicesHealthcare & Life Sciences
- Business Need
- Audit & ComplianceInformation ManagementSecurity
- Requires
- None
- AppExchange Partner Products
- Compatible With
- Sales CloudService CloudRevenue Cloud
ComplianceVista extends SurveyVista into a Salesforce-native platform for 360 employee reviews, vendor due diligence, compliance checks, and audits. Automate workflows, consolidate scoring, and manage all assessments securely in Salesforce.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- AppExchange Partner ProductsTo use this solution, you need this AppExchange partner product.
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudRevenue Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- Compliance Vista/ver 0.2 0.2.0
- Listed On
- 01/22/2026
- Latest Release
- 01/22/2026
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 2Custom Tabs: 2Custom Apps: 1
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- ArabicDutchEnglishFinnishFrenchGermanDanishItalianJapaneseRussianSpanishSwedish
Security
Additional Details
ComplianceVista, built on SurveyVista, transforms Salesforce into a comprehensive platform for managing assessments, audits, and compliance programs. Designed for organizations that require structured, repeatable, and fully auditable processes, it supports Employee 360 reviews, Third-Party and Vendor Risk Management (TPRM), Enterprise Risk Assessments, Compliance and Control testing, and operational audits. ComplianceVista allows teams to bundle multiple surveys / questionnaires into a single assessment, assign them to the right stakeholders, automate workflow stages, consolidate scoring, and report results at both the survey / questionnaire and assessment level. Configurable scoring models, weighted aggregation, multi-step review flows, and automated notifications ensure accuracy and consistency across every assessment cycle. Because ComplianceVista is 100% Salesforce-native, all data stays securely within your CRM. Whether evaluating employees, vendors, risks, or compliance controls, the solution delivers end-to-end visibility, standardized governance, and streamlined assessment management - fully powered by Salesforce automation, security, and reporting.
Need help?
Ardira
Santa Clara, CA, USA
✔ FREE Guided Setup & Support: email, phone, & web meetings ✔ Paid Premium Support ✔ Agile startup manages customer-centric Product Roadmap ✔ Cost effective Salesforce services to configure and implement your data collection use cases and integration