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Santosh_Katti
Copper Contributor
Joined 10 months ago
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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 SantoshRe: Unable to see the Contract & custom Salesforce object records using Microsoft Copilot for Sales
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
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