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Data True-Up Resources

Keep contract documents and Salesforce records perfectly aligned by synchronizing token values between them. From the Microsoft 365 add-in, you can pull the latest data from Salesforce into the document or push the document changes back to the Salesforce record. This simple, two-way process ensures that your information is always consistent across both locations, preventing data mismatches.

The available resource is:

Resource Description
/connect/content-link/load Fetches the content data for a specified reference ID or set of content link IDs.
/connect/content-link/data-sync (POST) Synchronize and save the updated values for a specified reference ID and a set of content link IDs.