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Jacaruso_CEO's avatar
Jacaruso_CEO
Occasional Reader
Sep 30, 2025

We need help solving a critical integration gap between Microsoft 365 Copilot and Salesforce.

The challenge:
We want Copilot to access Salesforce data (including custom objects) while honoring each user’s Salesforce permissions—profiles, field‑level security, and sharing rules.
Current out‑of‑box connectors don’t support this. Using an all‑access integration account is a compliance risk.

Why it matters:
Copilot is only valuable if answers are both accurate and secure. If a user sees data in Copilot they shouldn’t in Salesforce, that’s a governance nightmare.

What we’re looking for:
✅ Support for custom objects & fields
✅ Enforcement of Salesforce profiles, FLS, and sharing
✅ Delegated user authentication (Entra ID ↔ Salesforce)
✅ Works with Microsoft 365 Copilot grounding

Questions:
- Has anyone implemented this successfully?
- Is there a Microsoft or Salesforce roadmap for delegated auth in Copilot connectors?
- Do you know a partner or expert who can build this securely?

Let’s make Copilot + Salesforce both powerful and compliant.

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