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Sales Agent for Copilot Chat - DLP Policy
Setting the Sales Agent up for Salesforce in Copilot Chat. This sets up an environment called "msdyn_viva". Does anyone know what the minimum DLP connectors are required to make this work, other than Salesforce? Not finding any documentation on this. https://learn.microsoft.com/en-us/microsoft-sales-copilot/landing
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For the msdyn_viva environment, Microsoft’s Salesforce deployment guidance names the Salesforce connector in the Power Platform data policy. It does not publish a list of additional connectors, so do not pre-approve unrelated ones. Confirm that Salesforce is not Blocked in every policy applying to msdyn_viva. If the solution combines Salesforce with other business connectors, place the required connectors in the same Business data group; connectors in different groups cannot exchange data. The most restrictive policy wins, so one policy marking Salesforce as Blocked prevents its use even when another allows it. Also verify in Salesforce that the Microsoft Power Platform connected app is enabled and users are preauthorized under your OAuth policy. Rerun deployment and capture the connector ID and DLP error if it still fails. Allow only the dependency identified by the deployment checker, and escalate undocumented requirements to Microsoft rather than weakening the environment-wide policy.
