Set Up Salesforce to Communicate with Microsoft® Exchange Using a Service Account
After running the Remote Connectivity Analyzer, log in to Salesforce to enable Lightning Sync for Microsoft Exchange and provide your service account credentials.
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 Lightning Sync setup in Salesforce: |
Manage Users AND Manage Lightning Sync |
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 Salesforce 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 Service Account as your preferred connection method.
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Enter the service account user name you created in Exchange, including your company’s
domain and top-level domain.
For example, if you work for AW Computing, and the service account mailbox you’ve created is svcacct@awcomputing.com, enter your user name in either of these formats:
- svcacct@awcomputing.com
- awcomputing.com\svcacct
Some network configurations require one format rather than the other. If your first attempt to get Salesforce and Exchange to communicate is unsuccessful, try the other format.
- Enter your service account password.
- If your sales reps’ email domains are different than your service account domain, enter the additional domains in a comma-separated list. For example, if your service account is svcacct@awcomputing.com, but your reps’ email addresses are in the domain awcomputing.net, enter awcomputing.net as an additional domain so Lightning Sync can recognize it.
- Click Save.