Configure the foundational settings required to translate regulatory requirements into
actionable internal standards. Set up the policy framework by enabling authoring tools,
integrating with Microsoft 365 for document collaboration, and configuring the communication
channels used to distribute policies and track employee acknowledgments.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service. |
- Set Up Policy Management for IT Compliance
Enable Policy Management to manage the policy lifecycle from drafting to publication. Quickly configure core features, including AI-assisted authoring and automated lifecycle governance.
- Set Up Policy Management with Microsoft 365 for IT Compliance
Integrate Salesforce with Microsoft 365 to draft and sync policies between the two systems while maintaining centralized governance. Use a guided setup to configure the connection and enable AI-assisted authoring in Microsoft Word. The Microsoft 365 integration allows users to author policies in a familiar environment while ensuring Salesforce remains the system of record.
- Configure Microsoft 365 Integration for IT Compliance
Configure the link between Salesforce, Microsoft Azure, and SharePoint to enable policy authoring in Microsoft Word. This guided setup serializes the setup process so you can enable everything sequentially, from credentials to external document storage without any errors.
- Set Up Policy Communications for IT Compliance
Enable Policy Communications to distribute organizational policies and track employee attestations. Configure the portal interface and set up notification services to streamline the process for your campaigns.
