---
schema_version: "1"
id: 238fe7593e5d6ddf7c91a7be3047538d8eb8a63beae4f47aef74ff97be6099d9
title: Set Up Policy Management Features for IT Compliance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_cmpl_setup_policy_mgmt_parent.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_setup_policy_mgmt_parent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d94708ee470bed1a2aab2f0ace9e1192a9ba890348a9277a87e03be4ffab0b2e
description: 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.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Set Up Policy Management Features for IT Compliance

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

- **[Set Up Policy Management for IT Compliance](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_setup_policy_mgmt.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_setup_policy_o365.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_policy_o365_guided_setup.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_setup_policy_comm.htm&release=264.0.0&type=5)**  
    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.