---
schema_version: "1"
id: 9540a986cdcde30d49c10bf5dae2e3d66643b6e599340439f1d6c7006502fd88
title: Choose and Configure a Method for Connecting to Microsoft® Exchange
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/lightning_sync_admin_exch_choose_connect_method.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.lightning_sync_admin_exch_choose_connect_method.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f4811521b1a8002adfcb8a4eecca5b32f98563e77a0f3c118b746578e6c4d8ea
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Choose and Configure a Method for Connecting to Microsoft® Exchange

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.

### 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>

![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.

- **[Connect Salesforce and Microsoft® Exchange Using an Exchange Service Account](https://help.salesforce.com/s/articleView?id=sales.lightning_sync_admin_exch_connect_w_service_acct.htm&release=264.0.0&type=5)**  
    To connect Salesforce to your company’s Microsoft Exchange server using a service account, you and your Exchange administrator have to complete several steps, both from Salesforce and from your Exchange server.
- **[Connect Salesforce and Microsoft® Exchange Using OAuth 2.0](https://help.salesforce.com/s/articleView?id=sales.lightning_sync_admin_exch_connect_w_oauth.htm&release=264.0.0&type=5)**  
    Give Salesforce access to Microsoft Exchange Online using OAuth 2.0. To complete setup, you need a Microsoft Office 365® account and help from your Office 365 global administrator to provide credentials for your company’s account.

#### See Also

- [Service Account Connection for Microsoft Users](https://help.salesforce.com/s/articleView?id=sales.lightning_sync_admin_security_connection_svc_acct.htm&release=264.0.0&type=5 "The service account connection method is available for Lightning Sync users working on Microsoft® Exchange 2019, 2016, and 2013 and on Microsoft Office 365® (Exchange Online). For Exchange Online customers, the service account connection method is no longer available starting October 1, 2022.")