Can't sign in to Salesforce due to blocked Salesforce connector

This article helps you troubleshoot and resolve an error that occurs in Microsoft Copilot for Sales when you can't sign in to Salesforce due to a blocked Salesforce connector.

Note

Microsoft Sales Copilot is rebranded as Microsoft Copilot for Sales in January 2024. The screenshot in this article will be updated with the new name soon.

Who is affected?

Requirement type	Description
Client app	Copilot for Sales Outlook add-in
Platform	Web and desktop clients
OS	Windows and Mac
Deployment	User managed and admin managed
CRM	Salesforce
Users	All users

Symptoms

When you try to sign in to Salesforce from Copilot for Sales, the following error message is displayed with the error code ConnectionApiPolicyViolation:

Something went wrong

Cause

The Salesforce connector is blocked in the msdyn_viva environment.

The Data Loss Prevention (DLP) policy is enabled in the tenant's msdyn_viva environment, thereby blocking the Salesforce connector.

Resolution

To resolve this issue, you must unblock the Salesforce connector in the DLP policy.

1. Sign in to the Power Platform admin center with admin credentials.
2. In the left navigation pane, select Policies > Data policies.
3. Select the data policy that blocks the Salesforce connector, and then select Edit Policy.
4. In the Prebuilt connectors step, move the Salesforce connector to either Business or Non-business.
5. Go through the rest of the steps, and then select Update policy.

For more information, see Manage data loss prevention (DLP) policies.

More information

If your issue is still unresolved, go to the Copilot for Sales - Microsoft Community Hub to engage with our experts.

Third-party information disclaimer

The third-party products that this article discusses are manufactured by companies that are independent of Microsoft. Microsoft makes no warranty, implied or otherwise, about the performance or reliability of these products.