Manage Policies in Microsoft 365 for IT Compliance

Author and refine policy content using familiar word-processing tools by integrating with Microsoft 365. Use generative AI to draft and refine clauses, collaborate with stakeholders directly in Microsoft Word, and resolve synchronization conflicts to ensure your compliance data remains a single source of truth across both platforms.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

View Policy Documents in Microsoft Word for IT Compliance
Open your policy records in Microsoft Word to draft and refine content using familiar word-processing tools. The Salesforce Policy Connector ensures you are editing the latest version and synchronizes your changes back to Salesforce.
Author and Manage Policy Clauses in Microsoft Word for IT Compliance
Draft and manage policies directly in Microsoft Word by creating and editing clauses, or reusing existing ones from your library. The Salesforce Policy Connector ensures that your Word edits are synchronized with your policy records in Salesforce.
Modify Policy Clauses with AI in Microsoft Word for IT Compliance
Use generative AI to draft and refine clauses directly in Microsoft Word to accelerate policy authoring. AI-assisted editing helps you generate new requirements or adjust the tone and length of existing text while maintaining a seamless link to your Salesforce compliance records.
Resolve Synchronization Conflicts in Microsoft Word for IT Compliance
Resolve synchronization conflicts manually to maintain data integrity when policy text changes are made simultaneously in Salesforce and Microsoft Word. Choosing the correct version of a clause ensures your policy remains accurate and consistent across both platforms.