Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
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. |