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Connect Salesforce to Microsoft 365 Copilot

Give Microsoft 365 Copilot governed access to Salesforce’s 21 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Microsoft 365 Copilot setup guide

Set up

Add Salesforce to Microsoft 365 Copilot in four steps

Admins approve the server once. Everyone in Microsoft 365 Copilot then gets it through the same governed connection.

  1. 1

    Approve Salesforce in Runlayer

    Add Salesforce from the catalog and choose who can use it and which of its tools are allowed.

  2. 2

    Connect Microsoft 365 Copilot to Runlayer

    Users add the Runlayer Plugin to Microsoft 365 Copilot by following Runlayer’s setup guide. Microsoft 365 Copilot reaches Salesforce’s 21 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.

    Microsoft 365 Copilot setup guide
  3. 3

    Sign in to Salesforce

    Sign in the way Salesforce requires. Runlayer holds the credentials so they stay out of the client’s configuration.

  4. 4

    Use Salesforce from Microsoft 365 Copilot

    Salesforce’s approved tools appear in Microsoft 365 Copilot. Every call is checked against policy and recorded.

Tools

21 Salesforce tools in Microsoft 365 Copilot

Runlayer policy decides which of these Microsoft 365 Copilot users can call. 7 read data only and 1 can change or delete data.

  • Create record

    Create a new Salesforce record.

  • Delete record

    Delete a Salesforce record by ID.

  • Describe object

    Get detailed metadata for a specific Salesforce sObject including all fields, their types, picklist values, relationships, and constraints.

  • Get limits

    Get the org's API usage limits including daily API calls, data storage, file storage, and other governor limits.

  • Get record

    Retrieve a single Salesforce record by its ID.

  • List objects

    List all sObjects (standard and custom objects) available in the Salesforce org.

  • Query

    Execute a SOQL (Salesforce Object Query Language) query.

  • Query more

    Retrieve the next page of results from a SOQL query.

See all 21 Salesforce tools

Control

What Runlayer can see and stop in Microsoft 365 Copilot

Some controls apply to every client at the gateway. Others depend on what Microsoft 365 Copilot exposes to Runlayer.

  • Gateway policy (available)

    Every Salesforce call from Microsoft 365 Copilot passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, Microsoft 365 Copilot as the client, the tool, and the policy and scanner decisions.

  • Managed browser extension (available)

    Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.

  • Native enforcement adapter (not available)

    Runlayer has no device-side adapter for Microsoft 365 Copilot yet, so control happens at the gateway.

Frequently asked questions

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