Loading
Help Agent Performance DegradationRead More
Sales Productivity
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Run the Microsoft® Remote Connectivity Analyzer with Lightning Sync Parameters

            You are here:

            1. Salesforce Help
            2. Docs
            3. Seller Productivity

            Run the Microsoft® Remote Connectivity Analyzer with Lightning Sync Parameters

            Salesforce admins can run the Remote Connectivity Analyzer—the free web-based tool provided by Microsoft—to confirm whether Salesforce admins and their Exchange admins have set up Lightning Sync for Microsoft Exchange successfully. Or, admins can run the Remote Connectivity Analyzer if Lightning Sync for Microsoft Exchange was syncing reps’ items successfully, but suddenly stops. Use the parameters provided to run the test for Lightning Sync.

            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 get the necessary parameters to run the test: Administrative access to your company’s Microsoft® Exchange server

            Before you run the Remote Connectivity Analyzer, make sure that you’ve selected your preferred connection method so that Exchange and Salesforce can communicate. Wait a few minutes after completing those tasks to let your Exchange server process the changes you’ve made. Otherwise, the Remote Connectivity Analyzer can show a failed test summary, even though you’ve configured setup correctly.

            The Remote Connectivity Analyzer checks several points of connectivity between your Salesforce organization and your Exchange server. When the test is complete, Microsoft provides a summary describing your connection status.

            Note
            Note The Microsoft Remote Connectivity Test and the Lightning Sync Connection Test check general connectivity between your email server and your Salesforce organization. If you want to test connectivity for only one (or a few) of your reps, check their sync statuses from Lightning Sync Status in Setup.
            1. Visit Microsoft’s website and search for the Remote Connectivity Analyzer.
            2. On the Exchange Server tab, select Service Account Access (Developers).
            3. Click Next.
            4. Complete the test fields:
              Target mailbox email address The email address of a sales rep you’ve set up to be impersonated by your Lightning Sync service account
              Service Account User Name (Domain\User Name or UPN) The service account domain\user name or UPN you’ve set up for Lightning Sync
              Service Account Password The service account password you’ve set up for Lightning Sync
            5. Select Use Autodiscover to detect server settings.
            6. Select Test predefined folder.
            7. Choose Contacts if you’d like to test sync connectivity for this user’s contacts, or Calendar for this user’s events.
            8. Check Use Exchange Impersonation.
            9. In the Impersonated User field, type the same Exchange email address you specified for Target mailbox email address.
            10. For Impersonated user identifier, select SMTP Address.
            11. Check the I understand that I must use the credentials of a working account... acknowledgment.
            12. Type the analyzer verification code and click verify.
            13. At the top of the page, click Perform Test.
              Running the test usually takes less than 30 seconds. When the test is complete, the analyzer displays a summary evaluating the sync connectivity for the Exchange user you’ve specified.
            14. Take action based on the test results.
              • If the test summary displays “Connectivity Test Successful” or “Connectivity Test Successful with Warnings,” it’s likely that you’ve set up your service account correctly. and you’re ready to provide your service account credentials to Salesforce.
              • If the test summary displays “Connectivity Test Failed,” review the test details to troubleshoot setup issues. If the test continues to fail, verify that you’ve completed the previous setup steps correctly and then contact Salesforce Customer Support for help.

            See Also

             
            Loading
            Salesforce Help | Article