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AEC Integrations

Integration

AEC Integrations maintained

How Microsoft 365 Copilot and Salesforce exchange data

Microsoft 365 Copilot Microsoft Salesforce Salesforce

We haven’t listed the types of data yet

The direction is shown below. The types of data aren’t listed yet.

Salesforce CRM and Salesforce Knowledge Copilot connector

←Receives from Salesforce

A Microsoft 365 Copilot connector lets Copilot search Salesforce contacts, opportunities, leads, accounts and Knowledge articles, under the user's existing permissions in Salesforce. It is listed in Microsoft's Copilot connectors gallery.

At a glance

Release stage
generally-available
How you get it
NativeOffered by Microsoft

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