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Preparing to Connect to Einstein Activity Capture with a Microsoft Exchange Service Account

Preparing to Connect to Einstein Activity Capture with a Microsoft Exchange Service Account

Before you can set up Einstein Activity Capture by using the service account connection method, make sure that you work with your Exchange admin to get things ready on the Microsoft side.

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.
Tip
Tip For help with preparing your Exchange server, visit Microsoft’s support website and search for the keywords mentioned here.

Here’s what your Exchange admin must do before you can set up Einstein Activity Capture.

  • Create an Exchange user with a mailbox that acts as the service account.
  • Grant the impersonation role to a service account.
  • Decide which users the service account has access to.
  • Enable Exchange Web Services (EWS) on an SSL connection.
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.

See Also