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Trouble Getting Copilot Studio to Read Salesforce Schema document Knowledge Sources

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Posted on by LB-09042017-0

Hi everyone,

 

I’m building a Copilot Studio agent that integrates with Salesforce and relies on docx schema files Account_Schema_Documentation.docx to help the agent understand object fields, types, and relationships.

Sample in the docx is like 

Field Name Label Type Required
Id Account ID id Yes
IsDeleted Deleted boolean Yes
MasterRecordId Master Record ID reference → Account No
Name Account Name string Yes
 
 

Here’s what I’ve tried so far:

 

What I did:

 

  • Uploaded Salesforce object schema files to Sharepoint


  • Added the SharePoint URLs as knowledge sources in the agent and also to Generative node

The issue:

 

Despite these efforts:

 

  • The agent does not surface any usable information from knowledge sources

  • I see fallback messages like:

  • AuthoringCanvas:AuthoringCanvasResources.TestChat.failureScenarioOptions.answerNotFoundInSearchResultsText

  • This was working for sometime until 2 days ago, but continuously failing with same error
 


     
Categories:
General
Power Automate Flows
  • Michael E. Gernaey Profile Picture
    Michael E. Gernaey 45,089 Super User 2025 Season 2 on at
    Trouble Getting Copilot Studio to Read Salesforce Schema document Knowledge Sources
     
    Please share your agent and its configuration.
     
    Please share the activities tab and the Topic flows so we can see what it was doing and attempting.
     
    Over the last 2 days did you or anyone else make any changes, including to the Salesforce side, the Tools etc or was it just working no touchee period (nothing) and it broke outta no where?
     
     

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