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.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
| User Permissions Needed | |
|---|---|
| To open a Policy in Microsoft Word: |
Compliance Admin permission set OR IT Compliance AI Admin permission set |
| To access Smart Policy Authoring tools: | IT Compliance AI Admin permission set |
The Salesforce Policy Connector must be installed in Microsoft Word. See Configure Microsoft 365 Integration for IT Compliance.
To edit a policy or clause version in Word, the record must be in Draft, Review, or Pending Approval status. Published, Active, or Retired records are read-only.
- From the App Launcher, find and select IT Compliance, and then select Compliance Policy Versions.
- Open the Compliance Policy version you want to edit in Microsoft Word.
- Click Open Document in M365 from a Compliance Policy record to open the policy in Microsoft Word.
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Alternatively, open a policy using Smart Policy Authoring tools.
- From a Compliance Policy record, click Smart Policy Authoring.
- Select Collaborate on Microsoft 365.
- Select the policy version you want to open.
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Click Got It.
The policy will open in Microsoft Word in a new tab.
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In the Microsoft Word window, click the More Options tab and select
Salesforce Policy Connector for Microsoft Word.
The Salesforce add-in will load in the side panel.
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Review the following document metadata.
- Confirm you're editing the correct policy and policy version.
- Confirm that the Policy is in the correct status to be editable.
- View the timestamp of the last successful sync with Salesforce.
- To pull the latest updates from Salesforce into your Word document, click Refresh.