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dbetlow's avatar
dbetlow
Iron Contributor
Jan 13, 2025

Salesforce Case fields missing

Added Salesforce as a data source via Microsoft search.  Not seeing the Account Name or Case Closed Date in the search results.  Therefore, Copilot isn't able to answer questions like how many open cases does Company X have?  I made sure every profile has access to these 2 fields.  Account Name is actually AccountID which does show in Graph Explorer, but the ID isn't very helpful.

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