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Run the Lightning Sync Connection Test for Microsoft® Exchange Users

Run the Lightning Sync Connection Test for Microsoft® Exchange Users

Salesforce admins can run the Lightning Sync connection test to confirm whether admins and IT pros have set up Lightning Sync successfully. Or, run the connection test if Lightning Sync was syncing reps’ items successfully, but suddenly stops.

Required Editions

Available to sync records from: Salesforce Classic, Lightning Experience, and the Salesforce mobile app
Available to set up from: Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Sales Cloud, Service Cloud, and Lightning Platform
User Permissions Needed
To run the connection test:

Manage Users

AND

Manage Lightning Sync

After taking the necessary steps to prepare your Microsoft Exchange server and Salesforce to sync, you’re ready to run the Lightning Sync connection test.

The Lightning Sync connection test checks several points of connectivity between Salesforce and your email server. When the test is complete, it provides a summary describing your connection status.

Salesforce Admins setting up Lightning Sync for Microsoft® Exchange should run both the Lightning Sync connection test and the Microsoft Remote Connectivity Analyzer to test their connectivity between their servers and Salesforce. The tests differ slightly, so running both gives admins more information about the connection status. Admins setting up Lightning Sync for Google need only run the Lightning Sync connection test.

The Microsoft Remote Connectivity Test and the Lightning Sync Connection Test check general connectivity between your email server and your Salesforce organization. If you want to test connectivity for only one (or a few) of your reps, check their sync statuses from Lightning Sync Status in Setup.

  1. From Setup, enter Sync in the Quick Find box, then select Outlook integration and Sync.
  2. Under Test your connection, provide the email address for one of the reps you’ve set up to sync on your email server.
  3. Click Test.
    Lightning Sync checks the connection between Salesforce and your email server and summarizes your connection status.

See Also