Forum Discussion
Santosh_Katti
Mar 13, 2024Copper Contributor
Unable to see the Contract & custom Salesforce object records using Microsoft Copilot for Sales
Hi,
We could see the Opportunity records of the Accounts from Salesforce on outlook using Microsoft CoPilot for Sales. But unable to see the Contract & custom Salesforce object records related...
Santosh_Katti
Mar 14, 2024Copper Contributor
Hi,
We figured outing adding customer objects from Forms section in Copilot for Sales Via outlook, not getting the option to 'add fields' under 'Manage Fields' section of the custom object like we get in Account and Opportunity objects.
Could you please help us on this?
PS: To be more specific, getting the 'add fields' under 'Manage Fields' section for other objects like Opportunity and Account but not for custom objects.
Thanks
Santosh