Salesforce Disclosure and Compliance Hub Connector for Word
avtor: salesforce.com
Bring the power of Microsoft 365 Word to Salesforce Net Zero Cloud Disclosure and Compliance Hub
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
Zmogljivosti aplikacije
- Bere vsebino dokumenta in ga spreminja
- Pošilja podatke prek interneta