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            Author and Manage Policy Clauses in Microsoft Word for IT Compliance

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            User Permissions Needed
            To author and manage policy clauses in Microsoft Word:

            Compliance Admin permission set

            AND

            Microsoft Guided Setup permission set

            The Salesforce Policy Connector must be installed in your Microsoft Word. See Configure Microsoft 365 Integration for IT Compliance

            To add or edit clauses, the policy and clause records must be in Draft, Review, or Pending Approval status. When you add or update text, Salesforce automatically creates or updates the corresponding Compliance Policy Clause and Compliance Policy Clause Version records.

            Create a Clause

            To create a record in Salesforce for new policy text, register the text as a clause.

            1. Type the clause content directly into the Word document.
            2. Highlight the text you want to register as a clause.
            3. In the Salesforce side panel, click Mark as Clause.
            4. Enter a descriptive Clause Name and click Continue.
              Salesforce creates a Compliance Policy Clause record and a Draft version automatically.

            Insert a Clause from Library

            Search and add existing clauses from your company's Clause Library into the policy document in Word.

            1. In the Salesforce side panel, click Clause Library.
            2. Search for the clause you need.
            3. Click the expand icon next to the clause name and click Insert Clause.

            Update or Remove a Clause

            Edit or remove clauses from the document and sync everything to Salesforce.

            1. In the side panel, click the Document tab to see a list of all clauses in the current document.
            2. To edit a clause, click the actions menu next to a clause and select Edit.
            3. After making changes in the document, click Save from the actions menu.
            4. To delete a clause from the document, select Remove from the actions menu.
            5. To synchronize all document changes to Salesforce at once, click Save All.
             
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