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            Configure Microsoft 365 Integration for IT Compliance

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            User Permissions Needed
            To access the Microsoft 365 and Azure Integration Setup: System Administrator

            The Microsoft 365 and Azure Integration guided setup is a shared tool used by multiple Salesforce features. While the foundational connection steps are standard, IT Compliance admins must select specific settings, such as the target object, to ensure policy documents sync correctly between Microsoft Word and Salesforce.

            1. Prepare your environment by creating and logging into a Microsoft Azure account and assigning Microsoft 365 licenses to your users.
            2. Assign the required Permission Set Licenses and Permission Sets for Policy Management for Microsoft 365 to your users.
            3. Important
              Important A secret client ID is generated when you set up the Microsoft Azure app. It's important to note it down somewhere as this client ID is only shown once.
              Register your application in Microsoft Azure, create a SharePoint site for document storage, and connect your SharePoint Site to the Microsoft Azure app.
            4. Configure the Auth Provider and Named Credentials to secure the connection between systems.
            5. When you link Salesforce to Microsoft Azure, by default, Salesforce updates your Salesforce email address and username with the username and email address for your Microsoft Azure account. Turn this off to prevent this behavior.
            6. Choose a named credential to connect Salesforce with Microsoft 365 and Azure securely. You can create a new connection or select an existing one.
            7. Select the SharePoint site and drive where your policy documents will be stored.
            8. Select Compliance Policy Version as the target object and All as the corresponding record type to configure external document storage to define which Salesforce records can be edited in Word.
              For more instructions, see Set Up External Document Storage.
            9. Deploy the Salesforce Compliance Policy Version Connector add-in to your users' Microsoft Word through a centralized deployment to all or specific users. Users will then be able to insert the add-in into their Micorsoft Word account.
              1. Deploy the add-ins in the Microsoft 365 admin center.
                Salesforce recommends using this method.
              2. Alternatively, deploy the add-in from Microsoft AppSource. Go to the Salesforce Policy Connector for Word page to deploy the add-in.
            10. Insert the Salesforce Policy Connector for Word add-in to your Microsoft account.
              1. Open a policy document in Microsoft 365.
              2. From the menu, click Home and then click Add-ins.
              3. Click More Add-ins.
              4. Select Salesforce Policy Connector for Microsoft Word, and click Add.
             
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