---
schema_version: "1"
id: 924e0e7dafec3df9bd00dddeb786b0272a7e5c1c8bca40361524de682843483b
title: Preparing to Connect to Einstein Activity Capture with a Microsoft Exchange Service Account
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/aac_setup_service_account_prep.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.aac_setup_service_account_prep.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3a2d4dbfa36bde66a2af8ba33a9fdcedff1860ce55c3d084fc8a8664696de957
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein Activity Capture Standard in Sales in <strong>Starter</strong>, <strong>Pro Suite</strong>, <strong>Professional</strong>, and <strong>Enterprise</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <strong>Unlimited </strong>Edition, <strong>Einstein 1 Sales Edition</strong>, and <strong>Agentforce 1 Edition</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein for Sales, which is included in <strong>Einstein 1 Sales Edition</strong> and available for an extra cost in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Engagement, which is included with Sales in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Revenue Intelligence, which is available for an extra cost in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_tip.png)

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png)

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](https://help.salesforce.com/s/articleView?id=002420794&type=1&language=en_US).

#### See Also

- [Use a Service Account to Connect an Exchange On-Premises Server to Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_setup_service_account_on_prem.htm&release=264.0.0&type=5 "If your company uses Microsoft Exchange 2019, 2016, or 2013 on-premises, you can connect to Einstein Activity Capture by using a service account. 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. By using a service account, you can scope authentication to a specific set of users and set up all Einstein Activity Capture users at the same time.")