---
schema_version: "1"
id: 0181599da13ae63c339f7a4c21969635aef6d3b196ecbb1acc6d588bc8cd006b
title: See the Big Picture for Setting Up Lightning Sync for Microsoft® Exchange
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/exchange_sync_admin_implement_ex_sync.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.exchange_sync_admin_implement_ex_sync.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f71e758b5578942371516aa0b8c3166e8c10836bcecc4c71a09a7fb818df2eae
description: Salesforce admins can set up Lightning Sync so reps can sync contacts and events between Microsoft® Exchange and Salesforce. Salesforce admins and IT pros complete several steps, both on your Exchange server and in Salesforce.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# See the Big Picture for Setting Up Lightning Sync for Microsoft® Exchange

Salesforce admins can set up Lightning Sync so reps can sync contacts and events between Microsoft® Exchange and Salesforce. Salesforce admins and IT pros complete several steps, both on your Exchange server and in Salesforce.

### 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 to sync records from: Salesforce Classic, Lightning Experience, and the Salesforce mobile app</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available to set up from: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Sales Cloud, Service Cloud, and Lightning Platform</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d116061e81">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d116061e81 ">To prepare your Exchange server to communicate with Salesforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d116061e81 ">Administrative access to your company’s Microsoft® Exchange server </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d116061e81 ">To access and edit Lightning Sync Setup</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d116061e81 ">Customize Application AND Manage Users AND Manage Lightning Sync</td>

          </tr>
        </tbody>
      </table>

![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

Starting in Winter ‘21, [Lightning Sync isn’t available](https://help.salesforce.com/apex/HTViewSolution?urlname=Lightning-Sync-End-of-Sale&language=en_US) to new Salesforce customers. Use Einstein Activity Capture to sync events, contacts, and emails between your connected account and Salesforce.

If you have Lightning Sync, use the [migration tool](https://help.salesforce.com/s/articleView?id=sales.lightning_sync_move_parent.htm&type=5&language=en_US) to move to [Einstein Activity Capture](https://help.salesforce.com/articleView?id=einstein_sales_aac.htm&language=en_US) before Lightning Sync retires in 2027. Before you migrate, review [Compare Einstein Activity Capture and Lightning Sync](https://help.salesforce.com/s/articleView?id=sales.email_integration_admin_eac_vs_lightning_sync.htm&language=en_US) to understand what to expect when you migrate.

If your org is exempt from migration because of a licensing issue or if your org doesn’t support Einstein Activity Capture, you won’t see the migration tool in Lightning Sync.

Complete these steps to set up Lightning Sync for Microsoft Exchange.

1. **[Learn About Lightning Sync for Microsoft® Exchange Features](https://help.salesforce.com/s/articleView?id=sales.productivity_sync_exchange_admin_overview.htm&release=264.0.0&type=5)**  
    Keep your contacts and events in sync between your Microsoft® Exchange server and Salesforce without installing and maintaining software manually.
2. **[Choose and Configure a Method for Connecting to Microsoft® Exchange](https://help.salesforce.com/s/articleView?id=sales.lightning_sync_admin_exch_choose_connect_method.htm&release=264.0.0&type=5)**  
    Salesforce admins and IT pros can choose whether to connect Microsoft Exchange to Salesforce using an Exchange service account, or OAuth 2.0, and then set up that connection. Connecting using OAuth 2.0 requires a Microsoft Office 365® account.
3. **[Run the Lightning Sync Connection Test for Microsoft® Exchange Users](https://help.salesforce.com/s/articleView?id=sales.exchange_sync_admin_connectivity_test_sfdc.htm&release=264.0.0&type=5)**  
    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.
4. **[Tell Reps How to Prevent Certain Microsoft® Outlook Calendar Events from Syncing to Salesforce](https://help.salesforce.com/s/articleView?id=sales.exchange_sync_admin_prepare_user_events.htm&release=264.0.0&type=5)**  
    Salesforce admins should tell reps how to manage which of their Outlook calendar events sync with Salesforce. We recommend that reps prepare events that they don’t want to sync before admins kick off the sync process. However, reps can manage which events sync at any time.
5. **[Define Lightning Sync for Microsoft® Exchange Settings for Reps](https://help.salesforce.com/s/articleView?id=sales.exchange_sync_admin_configurations.htm&release=264.0.0&type=5)**  
    After reps prepare their Exchange events to sync with Salesforce, admins can define sync settings for groups of reps in Lightning Sync configurations. This step kicks off the sync process, and determines how reps contacts and events sync between applications.
6. **[Tell Reps How to Sync Microsoft® Contacts with Salesforce](https://help.salesforce.com/s/articleView?id=sales.exchange_sync_admin_prepare_user_contacts.htm&release=264.0.0&type=5)**  
    It’s time for Salesforce admins to tell their sales reps to manage the Microsoft contacts that reps want to sync with Salesforce.

#### See Also

- [Learn About Lightning Sync for Microsoft® Exchange Features](https://help.salesforce.com/s/articleView?id=sales.productivity_sync_exchange_admin_overview.htm&release=264.0.0&type=5 "Keep your contacts and events in sync between your Microsoft® Exchange server and Salesforce without installing and maintaining software manually.")
- [Lightning Sync Trailblazer Community](https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000009M90CAE)