Before Einstein Activity Capture can access users’ email and calendar data, connect Salesforce to Microsoft Office 365.
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 |
- Connect Einstein Activity Capture to Microsoft Office 365 using User-Level Authentication
The user-level authentication method is available for Microsoft Exchange on-premises servers and Microsoft Office 365. After users are assigned to Einstein Activity Capture, they’re prompted to connect their Microsoft account to Salesforce. - Connect Einstein Activity Capture to Microsoft Office 365 using Application-Level Authentication
The application-level authentication method is available only for Microsoft Office 365. The Salesforce admin works with their Azure admin to give Salesforce access to data in Microsoft Office 365. The connection applies to all users in Salesforce. The Salesforce admin sets up all Einstein Activity Capture users at the same time. - Connect Einstein Activity Capture to Microsoft Office 365 using RBAC Authentication
The Role-Based Access Control (RBAC) authentication method is available only for Microsoft Office 365. The Salesforce admin works with their Azure admin to give Salesforce access to data in Microsoft Office 365. The connection applies to all users in Salesforce. Users get access to resources not individually, but through predefined roles defined within an application. - Change Microsoft Office 365 Authentication Level in Einstein Activity Capture
Change the authentication level of Microsoft Office 365 from Application-Level to Role-Based Access Control (RBAC) and vice versa. To switch to User-Level OAuth or vice versa, reset Einstein Activity Capture.