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. |