Salesforce Case fields missing

This is a common limitation with Salesforce + Graph Connectors.

Even if the fields are accessible, Copilot can only use what is properly indexed and mapped in a readable way.

👉 A few things to check:

- Make sure “Account Name” is exposed as a readable field (not just AccountID)

- Verify the fields are included in the connector schema (not just available in Graph Explorer)

- Check that these fields are actually indexed and retrievable in Microsoft Search

- Ensure key fields are mapped to meaningful properties (title, description, etc.)

👉 Important point:

Copilot struggles with IDs — it needs human-readable data to answer questions like “how many cases for Company X”.

👉 Alternative approach (often more effective):

Instead of relying only on the default connector, you can:

- Use the Salesforce API to extract and reshape the data

- Push clean, structured data (with proper naming) into M365 (SharePoint, Dataverse, etc.)

✅ This gives you much better control over what Copilot can understand and use.