Forum Discussion

Ryan_Murphy's avatar
Ryan_Murphy
Copper Contributor
Dec 20, 2023
Solved

Save Summary to Salesforce not working

Hi there, 

Our organization has Sales CoPilot connected to a Salesforce production instance. Everything seems to work well except the "Save (email) summary to Salesforce" button. We're able to press the "Save (email) summary to Salesforce" button on the Sales CoPilot panel in Outlook and it appears to work. However, when we go to Salesforce the email summary does not appear on the notes object in Salesforce. Any idea on how to help with this? 

 

See screenshots: 

 

 

Salesforce CRM connectivity
  • MayaShoval's avatar
    MayaShoval
    Dec 31, 2023
    Thanks Ryan. As it turns out, Copilot for Sales supports Salesforce's Notes and Attachment as of today. This should be resolved within the next couple of months, to allow saving to either Notes or Notes and Attachments, depending on the environments' configuration.

2 Replies

Sort By
  • MayaShoval's avatar
    MayaShoval
    Former Employee
    Dec 31, 2023
    Thanks Ryan. As it turns out, Copilot for Sales supports Salesforce's Notes and Attachment as of today. This should be resolved within the next couple of months, to allow saving to either Notes or Notes and Attachments, depending on the environments' configuration.

Resources