Salesforce Disclosure and Compliance Hub Connector for Word

Easy to use, full-featured integration between Microsoft 365 Word and Salesforce Net Zero Cloud Disclosure and Compliance Hub.

Salesforce Disclosure and Compliance Hub for Microsoft 365 Word add-in is a quick and efficient way to design and maintain document templates to create and edit disclosure documents using the features in Microsoft 365 Word. Search and insert content from Salesforce into your document or document template while editing the document in the editor. For example, search and insert document clauses from the Clause Library. The add-in has the familiar look and feel of Salesforce Lightning Experience.

Features available on the Microsoft 365 Word editor depend on the Azure account user access and persona.

Benefits for Document Template Designing and Disclosure & Compliance Document Authoring:

• Easy interaction with Salesforce

• Reduce the time taken to design and author documents

• Look and feel of working within Salesforce.

• Use the power of Microsoft 365 Word features to format the content

• Search and insert document clauses and document clause sets

Additional Notes:

• Only document editing is handled within the add-in

• Salesforce is the single source of truth for disclosure documents and document templates

• To view the supported devices and Microsoft Windows software combinations, go to the Supported Browsers and Devices for Salesforce Net Zero Cloud Disclosure and Compliance Hub help topic

Prerequisites: 

• The customer has procured the Microsoft 365 licenses

• Applicable Salesforce licenses for accessing Salesforce data

• Clauses are created in the Salesforce Clause Library
  
  

Add-in Capabilities:

• Integrated editing experience while accessing Salesforce data for authorized users

• Quick access to Salesforce Clause Library for authorized users

• Utilization of Microsoft 365 Word features to format documents