Connect to Einstein Activity Capture with a Microsoft Exchange Service Account

The service account authentication method is available for Microsoft Exchange on-premises servers. A service account can help you scope authentication to a specific set of users and set up all Einstein Activity Capture users at the same time. The Salesforce admin works with their Exchange admin to create a service account with the impersonation role and give Salesforce access to the service account user’s data. Follow the steps based on the supported server that your company uses.

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
Note
Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.
Important
Important In February 2025, Microsoft retired the ApplicationImpersonation role in Exchange Online. As a result, Salesforce is retiring service account OAuth 2.0 access to Microsoft Office 365. To continue activity data capture, upgrade to org-level OAuth 2.0 authentication in Einstein Activity Capture settings. During the upgrade process, you're prompted to log in to your Office 365 tenant. Make sure that you log in to the same tenant you used when creating the connection. If you don't, reset your Einstein Activity Capture connection and start over. See Einstein Activity Capture to MS Office 365: Service Account OAuth 2.0 Retirement.