S2S TSGs

Author: sbmjais

support/sales-copilot/crm-permissions-and-configurations/assign-perm-set-sf-ss.md

@@ -0,0 +1,42 @@
+---
+title: Couldn't assign permission set when enabling Salesforce server-to-server flow
+description: Resolves an error that occurs due to an inactive integration user in Salesforce.
+author: sbmjais
+ms.author: shjais
+ms.custom: sap:CRM Permissions and Configurations\CRM Settings
+---
+
+# Couldn't assign permission set when enabling Salesforce server-to-server flow
+
+This article helps you troubleshoot the "Couldn't assign permission set because the integration user is inactive in Salesforce." error when you enable Salesforce server-to-server flow.
+
+## Who is affected?
+
+| Requirement type |Description  |
+|---------|---------|
+|**Client app**     |  Teams        |
+|**Platform**     | Web and desktop clients         |
+|**OS**     | Windows and Mac         |
+|**Deployment**     | User managed and admin managed       |
+|**CRM**     | Salesforce      |
+|**Users**     | Administrator  |
+
+## Symptoms
+
+When you try to enable Salesforce with server-to-server flow, the following error message is displayed.
+
+> Couldn't assign permission set because the integration user is inactive in Salesforce.
+
+## Cause
+
+During Salesforce server-to-server flow setup, a connected app is deployed to the Salesforce organization. The connected app is associated with an integration user that is created automatically. A permission set is then assigned to the integration user. The error occurs when the integration user is inactive in Salesforce. The permission set can't be assigned to an inactive user.
+
+## Resolution
+
+To resolve this issue, check if there's a user with prefix "copilotforsalesintegrationuser" in the username. If the user exists, confirm that the user is active. If the user is set to inactive manually, revert the status to active. Otherwise, reach out to Microsoft support.
+
+## More information
+
+If your issue is still unresolved, go to the [Copilot for Sales - Microsoft Community Hub](https://techcommunity.microsoft.com/t5/viva-sales/bd-p/VivaSales) to engage with our experts.
+
+[!INCLUDE [Third-party disclaimer](../../includes/third-party-disclaimer.md)]

support/sales-copilot/crm-permissions-and-configurations/enable-error-sf-ss.md

@@ -0,0 +1,48 @@
+---
+title: Unexpected errors when enabling Salesforce server-to-server flow
+description: Resolves an error that occurs during the Salesforce server-to-server flow setup.
+author: sbmjais
+ms.author: shjais
+ms.custom: sap:CRM Permissions and Configurations\CRM Settings
+---
+
+# Unexpected errors when enabling Salesforce server-to-server flow
+
+This article helps you troubleshoot some unexpected errors when you enable Salesforce server-to-server flow.
+
+## Who is affected?
+
+| Requirement type |Description  |
+|---------|---------|
+|**Client app**     |  Teams        |
+|**Platform**     | Web and desktop clients         |
+|**OS**     | Windows and Mac         |
+|**Deployment**     | User managed and admin managed       |
+|**CRM**     | Salesforce      |
+|**Users**     | Administrator  |
+
+## Symptoms
+
+When you try to enable Salesforce with server-to-server flow, one of the following error messages is displayed.
+
+- Couldn't get deployment status due to incorrect ID format.
+- Couldn't find the connected app.
+- Couldn't get user license ID is missing to create connection user.
+- Couldn't fully remove connection data from Dataverse. Contact Sales support to request manual cleanup.
+- Couldn't complete the connected app or permission set deployment to Salesforce. Try again.
+- Couldn't complete the connected app deployment to Salesforce. Try again.
+- Couldn't complete the permission set deployment to Salesforce. Try again.
+
+## Cause
+
+During Salesforce server-to-server flow setup, a connected app is deployed to the Salesforce organization. The connected app is associated with an integration user that is created automatically. A permission set is then assigned to the integration user. In this process, some unexpected errors may occur.
+
+## Resolution
+
+To resolve this issue, try again. If the issue persists, gather the error details and contact Microsoft support.
+
+## More information
+
+If your issue is still unresolved, go to the [Copilot for Sales - Microsoft Community Hub](https://techcommunity.microsoft.com/t5/viva-sales/bd-p/VivaSales) to engage with our experts.
+
+[!INCLUDE [Third-party disclaimer](../../includes/third-party-disclaimer.md)]

support/sales-copilot/toc.yml

@@ -12,6 +12,8 @@
       href: crm-permissions-and-configurations/update-settings-to-save-emails-error.md
     - name: Can't save email to CRM if enhanced email isn't enabled in Salesforce CRM
       href: crm-permissions-and-configurations/update-settings-in-saleforce-error.md
+    - name: Couldn't assign permission set when enabling Salesforce server-to-server flow
+      href: crm-permissions-and-configurations/assign-perm-set-sf-ss.md
     - name: '"Fix mailbox errors in Dynamics 365" error'
       href: crm-permissions-and-configurations/fix-mailbox-errors-in-dynamics-365.md
     - name: Missing privileges error when signing in
@@ -28,6 +30,8 @@
       href: crm-permissions-and-configurations/salesforce-permission-error.md
     - name: '"This contact already exists" error when creating a CRM record'
       href: crm-permissions-and-configurations/duplicate-record-error.md
+    - name: Unexpected errors when enabling Salesforce server-to-server flow
+      href: crm-permissions-and-configurations/enable-error-sf-ss.md
     - name: You don't have permission for this error
       href: crm-permissions-and-configurations/no-admin-exists-error.md
 - name: Outlook side panel