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Power Platform Community / Forums / Copilot Studio / Salesforce as knowledg...
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Salesforce as knowledge source

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Posted on by nicox 169
Has anyone successfully used Salesforce as knowledge source? I have tried adding tables from Salesforce, but it seems it is not searching the tables.
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  • Suggested answer
    Artur Stepniak Profile Picture
    Artur Stepniak 1,539 Super User 2025 Season 2 on at
    Hello,
     
    I've not tried it yet, but keep in mind that it's still a preview feature, see: https://copilottoday.com/what-is-a-preview-feature-in-microsoft-products/.
     
    In case of any other questions, let me know. If the answer helped you, mark it, so that others can benefit from it.
     
    Best regards,
     
    Artur Stepniak
    Interested in GenAI? Visit my site!
  • daminsky Profile Picture
    daminsky 16 on at
    Had added it back in December.  Had been working, not 100% of the time, but it could return a number of queries such as total number of open cases or accounts.  At some point, it stopped working and I'm not sure why.  Using both graph connector (data source from Search and Intelligence) as well as copilot connector.

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