Meeting Prep Card
Enabled the required permissions as outlined in the referenced article. Meeting Prep Card Scheduled a meeting with a contact. Logged the meeting in Salesforce using Copilot for Sales. Expected Result: Since the meeting was scheduled an hour in advance, a Meeting Prep Card was expected to appear in the Copilot chat before 40-70 min of call start. Can anyone suggest me issue with the functionality.
Salesforce CRM - connector and trial env issues
We've deployed Copilot for Sales following the steps in the deployment guide https://learn.microsoft.com/en-us/microsoft-sales-copilot/deploy-viva-sales-sf for a customer but they're unable to sign in. Issue 1: the Microsoft Power Platform connector is not showing up in Salesforce CRM under 'Connected apps' or 'Connected apps OAuth usage'. Salesforce support is of no help and keep pointing to Microsoft for this, even though I suspect that this should be a default connector that should be visible in the Salesforce Environment? Issue 2: When they open outlook and try to sign in through copilot for sales, the sign in keeps loading without showing an error on the front-end. When we open up the console on the page, the below error shows: The trial environment creation is blocked. Step 7 of the deployment guide says that any user can trigger the creation of the msdyn_viva environent and the tenant creation restriction is bypassed: We've gone ahead and enabled the setting trial environment creation for all users in the power platform admin center anyway but this does not solve the issue. worth mentioning: Both users that tried to sign in have the Copilot for Sales license Both users are Salesforce CRM admins. They have plenty of dataverse database storage available to create a new environment any help would be greatly appreciated.
Salesforce agent copilot chat window - how to implement?
check out this "agent copilot" chat window inside of salesforce: i got this screenshot from our Microsoft sme - but in turn i have yet to receive any step-by-step on how to enable this in our salesforce cloud or if this agent copilot chat window is even possible? as there is no Microsoft article i can find describing this. even talked to the SME that gave the screenshot and all she sent was article on how to setup copilot sales in outlook and teams. so i ask this community - have you seen this salesforce copilot chat window and how do you implement this??
Optimizing Sales Processes: Integrating Copilot for Sales for renewal and Custom Salesforce Features
Hello everyone, I've been striving to implement Copilot for Sales within our sales team. However, it has come to my attention that the current opportunities we're encountering mainly involve renewals. We're exploring the possibility of integrating Copilot for Sales directly into Outlook to address this. Additionally, our Salesforce platform has customizations, including a parent-child relationship setup, which we're keen to leverage. We're seeking guidance on how to achieve this effectively. I've attached a screenshot of the opportunity creation process for reference. I've searched extensively online but haven't found relevant information. Any insights or suggestions would be greatly appreciated. Thank you!Updating a field from outlook using "copilot for sales" integrated with Salesforce CRM scenario
Hi, If a contact/opportunity field is being updated from outlook and once submitted, SF rejects the update due to some validation rules he has configured in SF (could be some dependency rule for example). How does it reflect in outlook? Do we see an error message in outlook for the failure of this update? Maybe the SF error message is being sent back to outlook as a popup message? Please clarify...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 to that account. We have provided all the required permissions to the objects (entities - Opportunity, Contract & custom objects) Via Permission Sets on Salesforce. We are working on high priority POC for one of our customers. Please help us on this? Thanks Santoshsales copilot saleforce integration queries
Our client would like to use co-pilot for sales and plugin to Salesforce. They have asked the following: Can the integration access all Salesforce data, or can you do field level sync? Does Microsoft get access to the data via co-pilot or is everything encrypted even from Microsoft? Is any data stored by Microsoft or is it wiped after each query?
