To learn how to edit a Compliance Profile in Salesforce, please view this interactive demonstration.
You can also follow the below steps:
- In the Salesforce dashboard, click on the Compliance tab
- Select the profile you would like to edit
- Click the Edit Profile button on the top right of the profile
- Edit the relevant profile details. You can edit the following fields:
- Profile Name
- Internal Id
- Risk Rating
- KYC Status
- Assigned To
- KYC Review
- KYC Comments
- Click the blue Confirm button to save your changes
- Your profile will now be updated