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RJCTF
Copper Contributor
Jul 20, 2026

Sales Agent for Copilot Chat - PPLAT DLP Policy

We are working on setting up the Sales Agent for Copilot Chat. The goal is to have it interact with Salesforce.  We are aware that the Salesforce connector is required in the DLP policy for the environment "msdyn_viva".  Does anyone know what other Microsoft connectors should or are recommended be approved in the Business category of the DLP policy?  Not finding any documentation on this.   https://learn.microsoft.com/en-us/microsoft-sales-copilot/landing

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