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透過最低權限設定手動整合 Microsoft 365 Azure 與 Salesforce
使用 Salesforce Contracts Connector for Word 附加元件在 Microsoft 365 Word 中設計範本和編輯契約文件。透過手動整合,您可以控制特定檔案或網站的存取權,避免全球管理員角色和廣泛的寫入權限。此方法可加強安全性、減少合規性負擔,並加快 IT 批准的速度。
使用 Salesforce Contracts Connector for Word 附加元件在 Microsoft 365 Word 中設計範本和編輯契約文件。透過手動整合,您可以控制特定檔案或網站的存取權,避免全球管理員角色和廣泛的寫入權限。此方法可加強安全性、減少合規性負擔,並加快 IT 批准的速度。
| 提供版本:Lightning Experience |
| 可用版本:Professional、Enterprise、Unlimited及 Developer Edition |
檢閱將 Microsoft 365 與 Azure 與 Salesforce Contracts 整合的先決條件。先決條件涵蓋 Azure 的 Microsoft Azure 帳戶和 Office 365 授權需求,以及使用 Microsoft 附加元件的需求。請參閱 設定 Microsoft 365 與 Azure 與 Salesforce 整合的方式。

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