--- schema_version: "1" id: 14bf3060712f89553c104eb888c1b816a5ce5e744f6120da0d27ca99a4d104df title: Microsoft Exchange Server Setup for the Outlook Integration collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/app_for_outlook_setup_exchange_prep.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_exchange_prep.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 78875a9835c47fa7cd2853957d567b3b22badbb4ba3e41f6e13b14ab65a13cf6 description: Depending on your Exchange server and Outlook versions, and the features that your reps need, set up Exchange Web Services (EWS) so the server can communicate with Salesforce. To determine if Exchange server setup is required for the Outlook integration in your implementation, review the configuration options and considerations for each approach. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Microsoft Exchange Server Setup for the Outlook Integration Depending on your Exchange server and Outlook versions, and the features that your reps need, set up Exchange Web Services (EWS) so the server can communicate with Salesforce. To determine if Exchange server setup is required for the Outlook integration in your implementation, review the configuration options and considerations for each approach. ### Required Editions
Available in: Salesforce Classic and Lightning Experience
Available with Sales Cloud, Service Cloud, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
![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 How you configure your Exchange server depends on your company’s internal policies. If you have questions about your Exchange server, contact Microsoft Support. Salesforce can assist if Microsoft requires input, but can’t engage with Microsoft on your behalf unless you’ve contacted them first. ![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 These Exchange server options are available only for Salesforce orgs using Exchange Online tokens. For more information, see the Knowledge Article [Microsoft Updating Salesforce Outlook Integration 2024](https://help.salesforce.com/s/articleView?id=002723592&type=1&language=en_US). ## Set Up Exchange Without Public Exchange Web Services If your Exchange server and Outlook versions support JavaScript API v1.8 or later, and you don’t use Inbox, you can set up the Outlook integration without public web services. A local EWS connection is still required between Outlook and Exchange, and the Exchange Metadata URL must still be publicly exposed. ![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 This configuration is part of the Summer ‘21 release, available to instances on a rolling basis. Contact your Salesforce account representative for more details about your eligibility. To determine which API version is available in each Outlook application, see the [Microsoft Documentation about the JavaScript API](https://docs.microsoft.com/en-us/office/dev/add-ins/reference/requirement-sets/outlook-api-requirement-sets). If your Exchange server or Outlook versions support JavaScript API versions 1.4 through 1.7, you can still choose to set up the Exchange without public EWS. However, users lose the following features: - Logging attachments directly from Outlook. Users can add attachments to logged emails in Salesforce. - Inbox productivity features. ## Set Up Exchange with Public Exchange Web Services ![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 Using this setup makes sure that Outlook users have access to all the features available in the integration. Work with your IT professional to make sure that the Exchange server is set up to do the following things. - Reach the Salesforce listing in Microsoft AppSource (All Versions of Outlook and Exchange) The Exchange server must be able to authorize calls to and from [Business Apps - Microsoft AppSource](https://appsource.microsoft.com/en-us/marketplace/apps?product=office&page=1). Choose whether the Exchange administrator sets up the integration add-in on users’ behalf or Outlook users get the add-in from the Store themselves. If users get the add-in themselves, they need access to the store. You can also choose to install the add-in using a file available for download from the Outlook Integration and Sync page in Salesforce setup. - Accept incoming Exchange Web Services (EWS) calls from Salesforce Your internal company policies around Exchange determine what is required in your setup to make sure Exchange can accept incoming EWS calls from Salesforce. Steps can include: - Enabling an EWS endpoint (a common practice with on-premises servers) - Using AutoDiscover (optional) - If there’s a firewall, allowing incoming EWS calls to originate from Salesforce IP addresses and domains (allowlists). Valid calls contain json web tokens (JWT) Review the following for more information. - _External Link:_ [Start using web services in Exchange](https://docs.microsoft.com/en-us/exchange/client-developer/exchange-web-services/start-using-web-services-in-exchange) - _Knowledge Article:_ [Salesforce IP Addresses & Domains to Allow](https://help.salesforce.com/articleView?id=000321501&type=1&mode=1&language=en_US) - _External Link:_ [Autodiscover service in Exchange Server](https://docs.microsoft.com/en-us/exchange/architecture/client-access/autodiscover?view=exchserver-2019) - _External Link:_ [Inside the Exchange Identity token](https://docs.microsoft.com/en-us/outlook/add-ins/inside-the-identity-token) - Accept incoming authentication calls to the Exchange Metadata URL from Salesforce The web tokens contain a MetaData URL. If you use Autodiscover to accept EWS calls, the MetaData URL could be same as the Autodiscover URL. ![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 To check the Exchange server connection and confirm that it’s configured properly to communicate with the add-in, use the [Salesforce Debug Tool](https://help.salesforce.com/articleView?id=000317469&type=1&mode=1&language=en_US). If you see 500 internal error responses, check [Outbound Messaging SSL CA Certificates](https://na82.salesforce.com/cacerts.jsp) to make sure the certificate is valid. ![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 A service account isn’t required for the Outlook integration. If you’re using Lightning Sync to sync calendar events and contacts, you could require a service account depending on your configuration. #### See Also - [Set Up the Integration with Outlook](https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_parent.htm&release=264.0.0&type=5 "The integration between Salesforce and Microsoft® Outlook® requires both server-side setup and a short client-side setup procedure. Review the system requirements and ensure that your email server is set up to communicate with the integration. Turn on the integration and push the Salesforce add-in to your Outlook users.") - [Deploy the Outlook Integration to Users](https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_install_addin_from_exchange.htm&release=264.0.0&type=5 "To use the Outlook integration, each sales rep needs the Salesforce add-in, which provides the integration features. The add-in includes the base integration experience, and Inbox features are unlocked when a user is set up to use Inbox.") - [_Security Guide:_ Salesforce Email Integration Security Guide](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/sales_email_integration_security.pdf) - [Move from Lightning Sync to Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.lightning_sync_move_parent.htm&type=5&language=en_US) - [_Knowledge Article:_ Salesforce for Outlook Retirement](https://help.salesforce.com/s/articleView?id=000393445&type=1&language=en_US) - [_External Link:_ Outlook JavaScript API requirements sets](https://docs.microsoft.com/en-us/office/dev/add-ins/reference/requirement-sets/outlook-api-requirement-sets) - [_External Link:_ Salesforce add-in in the Microsoft AppSource Store](https://appsource.microsoft.com/en-us/product/office/WA104379334)