Forum Discussion
Copilot Agent with Salesforce
I am currently developing a custom agent in Microsoft Copilot Studio to streamline access to key information from our Salesforce sandbox, including Leads, Opportunities, I have successfully integrate...
Hello,
Please check this documentation: https://learn.microsoft.com/en-us/microsoftsearch/salesforce-connector#custom-setup
Access Permissions
The Salesforce CRM connector supports search permissions visible to Everyone or Only people with access to this data source. If you choose Everyone, indexed data will appear in the search results for all users. If you choose Only people with access to this data source, indexed data will appear in the search results for users who have access to them. Choose the one that is most appropriate for your organization.