cleanup

Author: haywoodsloan

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

@@ -2,10 +2,7 @@
 title: Errors When Enabling Salesforce with Server-to-Server Flow
 description: Troubleshoot errors that might occur when enabling Salesforce with a server-to-server flow in Sales app.
 ms.date: 12/16/2025
-author: sbmjais
-ms.author: shjais
-manager: shujoshi
-ms.reviewer: marrabi
+ms.reviewer: marrabi, shjais, v-shaywood
 ms.custom: sap:CRM Permissions and Configurations\CRM Settings
 ---
 # Errors that occur when enabling Salesforce with server-to-server flow
@@ -41,7 +38,7 @@ To resolve this issue:
 
 1. In Salesforce, search for the **Sales Integration User** user.
 
-2. Confirm the user is active.  
+1. Confirm the user is active.  
    - If inactive, set the user status to active.
    - If you can't activate the user, contact [Microsoft support](/microsoft-sales-copilot/get-support).
 
@@ -55,19 +52,19 @@ When you try to enable Salesforce with a server-to-server flow, the following er
 
 ### Cause
 
-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.
+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 is reached.
 
 ### Resolution
 
-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.
+To resolve this issue, check if you reached the maximum number of Salesforce Integration user licenses. If you reached the maximum, reassign existing integration users to other licenses or purchase more licenses.
 
 To check the number of integration user licenses available in your Salesforce organization:
 
 1. Sign in to Salesforce as an administrator.
 
-2. Go to **Setup** > **Company Settings** > **Company Information**.
+1. Go to **Setup** > **Company Settings** > **Company Information**.
 
-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.
+1. Under **User Licenses**, check the number of available **Salesforce Integration** licenses under the **Remaining Licenses** column. If the number is **0**, deactivate existing integration users or change their licenses to other types. You can also purchase more licenses.
 
 ## Unexpected errors when enabling Salesforce with a server-to-server flow
 
@@ -89,7 +86,7 @@ During the Salesforce server-to-server flow setup, a connected app is deployed t
 
 ### Resolution
 
-To resolve this issue, retry the operation. If the issue persists, gather the error details and contact [Microsoft support](/microsoft-sales-copilot/get-support).
+To resolve this issue, retry the operation. If the problem continues, gather the error details and contact [Microsoft support](/microsoft-sales-copilot/get-support).
 
 > [!NOTE]
 > You might encounter an error message that's not listed above. This issue can happen for several reasons. For example, your Salesforce organization might have a validation rule that requires specific values for user records. If this prevents the integration user from being created, try temporarily disabling the validation rule. Once the integration user is created, you can re-enable the rule.
@@ -104,11 +101,11 @@ When you try to enable Salesforce with a server-to-server flow, the following er
 
 ### Cause
 
-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.
+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 is already assigned to the user.
 
 ### Resolution
 
-To resolve this issue, check for any manual changes to the connected app or profiles with the `CopilotForSales` prefix. If the changes were unintentional, revert them. Otherwise, retry the operation. If the issue continues, contact [Microsoft support](/microsoft-sales-copilot/get-support).
+To resolve this problem, check for any manual changes to the connected app or profiles with the `CopilotForSales` prefix. If you find unintentional changes, revert them. Otherwise, retry the operation. If the problem continues, contact [Microsoft support](/microsoft-sales-copilot/get-support).
 
 ## The profile name is already in use. Pick a different name or rename the existing profile in Salesforce
 
@@ -120,11 +117,11 @@ When you try to enable Salesforce with a server-to-server flow, the following er
 
 ### Cause
 
-During the Salesforce server-to-server flow setup, a profile named **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.
+During the Salesforce server-to-server flow setup, the process creates a profile named **Sales Integration Profile** in the Salesforce organization. The error occurs when a profile with the same name already exists, which prevents the creation process.
 
 ### Resolution
 
-To resolve this issue, check if a profile with the same name already exists in the Salesforce organization. If it was created before enabling the server-to-server flow, rename the existing profile and try again. If the profile wasn't created previously, contact [Microsoft support](/microsoft-sales-copilot/get-support).
+To resolve this issue, check if a profile with the same name already exists in the Salesforce organization. If you created the profile before enabling the server-to-server flow, rename the existing profile and try again. If you didn't create the profile, contact [Microsoft support](/microsoft-sales-copilot/get-support).
 
 ## Required fields are missing
 
@@ -136,17 +133,17 @@ When you try to enable Salesforce with a server-to-server flow, the following er
 
 ### Cause
 
-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. The error occurs when custom validation rules are created for creation of a user in Salesforce.
+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. This error occurs when there are custom validation rules for user creation that prevent the integration user from being automatically created in Salesforce.
 
 ### Resolution
 
 To resolve this issue:
 
-1. Temporarily disable the custom validation rules for user creation from Setup > Object Manager > User > Validation Rules.
-1. Create the integration user manually and provide the Salesforce user ID to [Microsoft support](/microsoft-sales-copilot/get-support) for allow listing it in the backend. Microsoft then creates the user bypassing the validation rules. 
+1. Temporarily disable the custom validation rules for user creation by going to **Setup** > **Object Manager** > **User** > **Validation Rules**.
+1. Create the integration user manually and provide the Salesforce user ID to [Microsoft support](/microsoft-sales-copilot/get-support) so the user can be added to the backend allow list. Microsoft then creates the user, bypassing the validation rules.
 
 ## More information
 
-If your issue is still unresolved, go to the [Sales in Microsoft 365 Copilot - Microsoft Community Hub](https://techcommunity.microsoft.com/t5/viva-sales/bd-p/VivaSales) to engage with our experts.
+If your issue isn't resolved, go to the [Sales in Microsoft 365 Copilot - Microsoft Community Hub](https://techcommunity.microsoft.com/t5/viva-sales/bd-p/VivaSales) to engage with experts.
 
 [!INCLUDE [Third-party disclaimer](../../includes/third-party-disclaimer.md)]