Draft and edit your IT policies in a familiar environment by using the Salesforce add-in for Microsoft Word. Generate high-quality policy clauses with AI grounded in your specific compliance context, and sync updates bidirectionally between Word and Salesforce to maintain a strict system of record. Maintain full version control while using Word’s advanced formatting and collaboration tools.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where Policy M365 Management is enabled.
Why: Eliminate the duplicate effort of drafting policies in a document and then manually creating individual records in Salesforce. Create policy records directly from your document, removing the swivel-chair effect and the risk of copy-paste errors. Each drafted clause is automatically captured, versioned, and stored within your compliance framework without redundant data entry.
How: From Setup, in the Quick Find box, enter and select Microsoft 365 and Azure Integration. Follow the steps in the guided setup to deploy the Salesforce Compliance Policy Version Connector for Microsoft Word.