Salesforce CRM for Copilot

Salesforce data inside Copilot

OfficialCopilot

01What it does

Microsoft lists the Salesforce CRM connector in the Copilot connectors gallery; pull leads, opportunities, and cases into Copilot chat and Copilot Studio.

02How to connect

Copilot

In Microsoft 365 Copilot, add the Salesforce CRM connector from the connectors gallery and sign in.

03Pricing

Check vendor pricing

04Related connectors