Connect Salesforce and Microsoft® Exchange Using OAuth 2.0
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.
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 access and edit Lightning Sync setup: |
Manage Users AND Manage Lightning Sync |
| To prepare Exchange Online to communicate with Salesforce: | Global administrator access to your company’s Office 365 account |
Starting in Winter ‘21, Lightning Sync isn’t available 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 to move to Einstein Activity Capture before Lightning Sync retires in 2027. Before you migrate, review Compare Einstein Activity Capture and Lightning Sync 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.
- From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync.
- Select Let users sync contacts, events, or both between Microsoft Exchange and Salesforce to enable Lightning Sync.
- Click Let users sync contacts, events, or both between Microsoft Exchange and Salesforce to see additional setup steps.
- Select OAuth 2.0 as your preferred connection method.
- Have your Office 365 global administrator log in to your Office 365 account.
- When the Microsoft Azure™ login page opens, accept Lightning Sync access to your account by following the prompts until you’re directed back to Salesforce.
- From Salesforce, under Provide your Office 365 ID, click Connect.