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            Set Up Policy Management with Microsoft 365 for IT Compliance

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            User Permissions Needed
            To enable Policy Management Microsoft 365 features

            View Setup

            AND

            Customize Application
            To assign required permission sets to users Assign Permission Sets
            1. From the gear icon, select Salesforce Go, and then search for Accelerate Trust with Unified Risk and Compliance on the Feature page.
            2. Find and select Policy Management with Microsoft 365.
            3. Turn on Policy Management with Microsoft 365.
              This step turns on the Microsoft 365 Policy Connector and assigns the Compliance Admin permission set to the administrator.
            4. To make sure authorized users can create and edit policies using Microsoft 365, click Manage User Access and assign the Compliance Admin permission set.
            5. To configure authentication, services, document storage, and deploy the Salesforce Compliance Policy Version Connector, click Go to Setup and finish the steps in the guided steps.
            6. Assign the Microsoft Guided Setup permission set to all users who will draft and edit policies using the Microsoft 365 add-in.
              See Assign Permission Set to Users for detailed steps.
            7. To enable AI-powered authoring for policy clauses in Microsoft 365, turn on AI Policy Authoring with Microsoft 365.
              AI Policy Authoring with Microsoft 365 requires the AI IT Compliance add-on.
              1. Click Manage next to Manage User Access to assign the IT Compliance AI Admin permission set to users.
              2. Click Go to Setup next to Set Up Einstein to Draft Policy Clauses with AI, and follow the steps to enable Einstein generative AI.
                To learn more about Einstein generative AI such as large language model support, trust, and considerations for use, see About Einstein Generative AI.
             
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