Skip to content

Commit 77d0e88

Browse files
authored
Updates from editor
1 parent 7a57cc5 commit 77d0e88

1 file changed

Lines changed: 20 additions & 20 deletions

File tree

support/sales-copilot/crm-permissions-and-configurations/errors-enabling-salesforce-server-to-server-flow.md

Lines changed: 20 additions & 20 deletions
Original file line numberDiff line numberDiff line change
@@ -1,43 +1,43 @@
11
---
2-
title: Errors When Enabling Salesforce With Server-to-server Flow
3-
description: Resolves errors that might occur when enabling Salesforce with server-to-server flow in Microsoft Copilot for Sales.
2+
title: Errors When Enabling Salesforce with Server-to-Server Flow
3+
description: Troubleshoot errors that might occur when enabling Salesforce with a server-to-server flow in Microsoft Copilot for Sales.
44
ms.date: 05/26/2025
55
author: sbmjais
66
ms.author: shjais
77
manager: shujoshi
88
ms.reviewer: marrabi
99
ms.custom: sap:CRM Permissions and Configurations\CRM Settings
1010
---
11-
# Errors that occur when enabling Salesforce with server-to-server flow
11+
# Errors that occur when enabling Salesforce that uses a server-to-server flow
1212

13-
This article helps you troubleshoot errors that might occur when you try to enable Salesforce with server-to-server flow in Microsoft Copilot for Sales.
13+
This article helps you troubleshoot errors that might occur when you try to enable Salesforce with a server-to-server flow in Microsoft Copilot for Sales.
1414

1515
## Who is affected?
1616

1717
| Requirement type |Description |
1818
|---------|---------|
19-
|**Client app** | Teams |
19+
|**Client app** | Microsoft Teams |
2020
|**Platform** | Web and desktop clients |
2121
|**OS** | Windows and Mac |
2222
|**Deployment** | User managed and admin managed |
2323
|**CRM** | Salesforce |
24-
|**Users** | Administrator |
24+
|**Users** | Administrators |
2525

2626
## Couldn't assign permission set because the integration user is inactive in Salesforce
2727

2828
### Symptoms
2929

30-
When you try to enable Salesforce with server-to-server flowthe following error message might occur:
30+
When you try to enable Salesforce with a server-to-server flow, the following error message might occur:
3131

3232
> Couldn't assign permission set because the integration user is inactive in Salesforce.
3333
3434
### Cause
3535

36-
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.
36+
During the 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.
3737

3838
### Resolution
3939

40-
To resolve this issue,
40+
To resolve this issue:
4141

4242
1. In Salesforce, search for a user with the `copilotforsalesintegrationuser` prefix in the username.
4343

@@ -49,31 +49,31 @@ To resolve this issue,
4949

5050
### Symptoms
5151

52-
When you try to enable Salesforce with server-to-server flowthe following error message might occur:
52+
When you try to enable Salesforce with a server-to-server flow, the following error message might occur:
5353

5454
> Couldn't create user because Salesforce integration license limit reached.
5555
5656
### Cause
5757

58-
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. Salesforce Integration user license is assigned to this integration user. The error occurs when the maximum allowed number of Salesforce Integration user licenses has already been reached.
58+
During the 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 Salesforce Integration user license is assigned to this integration user. The error occurs when the maximum number of Salesforce Integration user licenses has already been reached.
5959

6060
### Resolution
6161

62-
To resolve this issue, check if the maximum allowed number of Salesforce Integration user licenses has been reached. If so, you need to either reassign existing integration users to other licenses or purchase more licenses.
62+
To resolve this issue, check if the maximum number of Salesforce Integration user licenses has been reached. If so, you need to reassign existing integration users to other licenses or purchase more licenses.
6363

6464
To check the number of integration user licenses available in your Salesforce organization:
6565

6666
1. Sign in to Salesforce as an administrator.
6767

6868
2. Go to **Setup** > **Company Settings** > **Company Information**.
6969

70-
3. Under **User Licenses**, check the number of **Salesforce Integration** licenses available under the **Remaining Licenses** column. If the number is 0, you need to either deactivate existing integration users or change their licenses to other types. You can also purchase more licenses.
70+
3. Under **User Licenses**, check the number of available **Salesforce Integration** licenses under the **Remaining Licenses** column. If the number is **0**, you need to deactivate existing integration users or change their licenses to other types. You can also purchase more licenses.
7171

72-
## Unexpected errors when enabling Salesforce with server-to-server flow
72+
## Unexpected errors when enabling Salesforce with a server-to-server flow
7373

7474
### Symptoms
7575

76-
When you try to enable Salesforce with server-to-server flow, you might receive one of the following error messages:
76+
When you try to enable Salesforce with a server-to-server flow, you might receive one of the following error messages:
7777

7878
- > Couldn't get deployment status due to incorrect ID format.
7979
- > Couldn't find the connected app.
@@ -85,7 +85,7 @@ When you try to enable Salesforce with server-to-server flow, you might receive
8585
8686
### Cause
8787

88-
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 might occur.
88+
During the 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 might occur.
8989

9090
### Resolution
9191

@@ -95,13 +95,13 @@ To resolve this issue, retry the operation. If the issue persists, gather the er
9595

9696
### Symptoms
9797

98-
When you try to enable Salesforce with server-to-server flowthe following error message might occur:
98+
When you try to enable Salesforce with a server-to-server flow, the following error message might occur:
9999

100100
> No changes were made.
101101
102102
### Cause
103103

104-
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 same permission set has already been assigned to the user.
104+
During the 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 same permission set has already been assigned to the user.
105105

106106
### Resolution
107107

@@ -111,13 +111,13 @@ To resolve this issue, check for any manual changes to the connected app or prof
111111

112112
### Symptoms
113113

114-
When you try to enable Salesforce with server-to-server flowthe following error message might occur:
114+
When you try to enable Salesforce with a server-to-server flow, the following error message might occur:
115115

116116
> The profile name is already in use. Pick a different name or rename the existing profile in Salesforce.
117117
118118
### Cause
119119

120-
During Salesforce server-to-server flow setup, a profile named **Copilot For Sales Integration Profile** is created in the Salesforce organization. The error occurs when a profile with the same name already exists, thereby preventing the creation process.
120+
During the Salesforce server-to-server flow setup, a profile named **Copilot For Sales Integration Profile** is created in the Salesforce organization. The error occurs when a profile with the same name already exists, preventing the creation process.
121121

122122
### Resolution
123123

0 commit comments

Comments
 (0)