Forum Discussion
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.
1 Reply
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.
