If your Exchange Web Service (EWS) isn’t exposed externally because the Microsoft
Autodiscover setting isn’t on, Einstein Activity Capture or Inbox can’t find your Microsoft
Exchange account. Manually connect your Microsoft Exchange endpoint to Salesforce so that your
Microsoft Exchange users can benefit from Einstein Activity Capture or Inbox.
Required Editions
| Available in: Lightning Experience |
| Available with Einstein Activity Capture Standard in Sales in Starter,
Pro Suite, Professional, and Enterprise Editions
|
| Available with Unlimited Edition, Einstein 1 Sales Edition, and
Agentforce 1 Edition
|
| Available with Einstein for Sales, which is included in Einstein 1 Sales
Edition and available for an extra cost in Enterprise and
Unlimited Editions
|
| Available with Sales Engagement, which is included with Sales in
Performance and Unlimited Editions, and available for an extra cost
in Professional and Enterprise Editions
|
| Available with Revenue Intelligence, which is available for an extra cost in
Enterprise and Unlimited Editions
|
| User Permissions Needed |
| To create a Microsoft Exchange connection: |
Customize Application OR Modify All Data |
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Make sure that Einstein Activity Capture or Inbox is enabled.
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From Setup, in the Quick Find box, enter Microsoft Exchange
Connections, and then select Microsoft Exchange
Connections.
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Click New, and then enter the connection details.
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Enter a name for the configuration, your Microsoft Exchange or EWS endpoint as the
Server URL, and your company's Email
Suffix.
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We recommend that you verify the connection. Enter a Microsoft Exchange email and
password, and then click Verify.
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Save the connection.
