Assessments. Risk. Compliance. All Automated. All inside Salesforce.
ComplianceVista brings employee 360 reviews, vendor risk assessments, compliance checks, and audit workflows together in one Salesforce-native platform - powered by SurveyVista.
ComplianceVista: Enterprise Assessments & Compliance in Salesforce
Value Pillars
100% Salesforce-Native
No external systems or data movement
Automated Workflows
Multi-stage review, reminders, and approvals
Unified Scoring & Reporting
Across employees, vendors, risks, and controls
Configurable & Reusable
Templates for 360, TPRM, Risk, Compliance
Compliance Vista - Assessments, Risk & Compliance Management
Overview
Compliance Vista (powered by SurveyVista) solution unifies assessments, audits, vendor due diligence (aka Third Party Risk Management “TPRM”), and employee 360 reviews into one centralized platform. Designed for HR, Compliance, Risk, Procurement, and Audit teams, it replaces spreadsheets and disconnected tools with automated workflows, consolidated scoring, and real-time reporting-fully inside Salesforce.
Why Compliance Vista
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100% native to Salesforce
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No external systems or data storage
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Automates manual review workflows
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Ensures consistent, repeatable, auditable processes
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Ideal for assessments across HR, Compliance, Vendor Risk, and Internal Audit
Key Capabilities
Employee 360 Assessments
- Self, peer, and manager evaluations
- Automatic peer selection and assignment
- Weighted scoring for a unified 360 rating
- Updates employee records automatically
Vendor Risk & Due Diligence (TPRM)
- Vendor classification and tiering
- Low/Medium/High risk due diligence flows
- Automated reassessment scheduling
- Risk scores roll up to vendor account records
Compliance & Control Testing
- Multi-survey control assessments
- Flag, review, and approve or reject responses
- Full audit trail for all reviewer actions
- Supports operational and regulatory compliance programs
Audit & Risk Assessments
- Consolidate multiple survey inputs
- Support inherent, residual, and target scoring
- Weighted calculations across reviewers
- Centralized dashboards for audit teams
Automation & Intelligence
Smart Workflows
- Multi-stage review
(Collection → Review → Approval) - Automated reminders and escalations
- Peer/Manager/vendor assignment rules
Survey Scoring Engine
- Weighted scoring across survey types
- Multi-opinion aggregation
- Automatic propagation to related records
Record Lifecycle Automation
- Auto-trigger assessments based on record updates
- Reassessment scheduling based on risk level
- Pre-configured templates for reuse
Dashboards & Reporting
- Compliance coverage by category
- Vendor risk heatmaps
- Employee 360 performance insights
- Audit program status & completion
- Cross-assessment trend analysis
Who Uses Compliance Vista
- HR & People Teams
- Vendor Management & Procurement
- Risk Management & Compliance
- IT Security & Internal Audit
- Business Operations & Quality Teams
Business Outcomes
- Reduced manual effort
- Faster review cycles
- Higher assessment accuracy
- Full transparency & auditability
- Standardized governance across the organization