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.
|Available to manage from: both Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|To access and edit Lightning Sync Setup||“Customize Application”|
|To prepare Exchange Online to communicate with Salesforce:||Global administrator access to your company’s Office 365 account|
From Setup, enter Lightning Sync Setup in the Quick Find box, then select Lightning Sync Setup.
Enable Lightning Sync.
Select OAuth 2.0 for Microsoft Exchange as your preferred connection method.
Under Accept and Enable Access to Your Server, 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 Accept and Enable Access to Your Server, enable OAuth 2.0.