---
schema_version: "1"
id: 136d81521507bd82426e1eb0a30b8d61acd6b86f261246c04060addc3abe21f0
title: Prepare Your Microsoft Exchange Server for Lightning Sync
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/productivity_sync_exchange_admin_exchange_server_permission.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.productivity_sync_exchange_admin_exchange_server_permission.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8717b7732669007a8bee223a5d8e86ab89a8a34711aa854ddb50ffb573e146a3
description: "To set up Lightning Sync using the service account connection method, enable these settings on your Microsoft® Exchange server: Exchange Web Services, Exchange Autodiscover Service, and Basic or NTLM authentication."
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Prepare Your Microsoft Exchange Server for Lightning Sync

To set up Lightning Sync using the service account connection method, enable these settings on your Microsoft® Exchange server: Exchange Web Services, Exchange Autodiscover Service, and Basic or NTLM authentication.

### 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.

![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 Microsoft is retiring Basic Authentication for Exchange Online. When Microsoft blocks Basic Authentication in your Microsoft tenant, Lightning Sync can’t sync contacts and events for customers who have selected service account as their Lightning Sync connection method. See [Lightning Sync Service Account Connection Method Availability for Customers on Microsoft Office 365](https://help.salesforce.com/articleView?id=000351807&language=en_US&type=1&mode=1).

Steps vary depending on the version of Microsoft® Exchange your company uses. For help preparing your Exchange server, visit Microsoft’s support website, search for the keywords mentioned here, and follow the instructions intended for your Exchange version.

Enable these settings on your Exchange server.

1. Enable Exchange Web Services (EWS) on an SSL connection.
    1. Make sure that your Exchange server has a signed certificate from one of the [Salesforce-approved Certificate Authorities](https://developer.salesforce.com/page/Outbound_Messaging_SSL_CA_Certificates).
    2. If your organization has configured a firewall, allow an inbound connection to your Exchange client access server on port 443.
2. Enable Exchange Autodiscover Service.
3. Enable Basic or NTLM authentication on your Exchange server and on your Autodiscover server. If Basic and NTLM are enabled, Lightning Sync gives connection preference to Basic.

#### 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.")