Microsoft Copilot (Microsoft 365): Integrate the Sales Development agent with Salesforce Beta
Data as of 12 minutes ago (26 October 2026)
Description
Sales Development Agent now integrates with Salesforce, enabling organizations to use SDA with their existing Salesforce CRM. SDA can access leads, manage prospect records, log sales activities, and keep engagement actions—including qualification, disqualification, and ownership changes—connected to the CRM workflow. The integration uses Microsoft’s Salesforce Model Context Protocol (MCP) server to connect SDA with Salesforce.
Change history
Added to the roadmap 12 October 2026. Tracked here since 13 October 2026. Earliest target we recorded: October 2026 (since tracked — Microsoft may have moved it before we started watching).
Nothing has changed on this item since tracking began on 13 October 2026. Changes appear here as Microsoft updates the feed.