Set Up Salesforce to Communicate with Microsoft® Exchange Using a Service Account | Salesforce
After running the Remote Connectivity Analyzer, log in to Salesforce to enable Lightning Sync for Microsoft Exchange and provide your service account credentials.
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To access Lightning Sync setup in Salesforce:||“View Setup and Configuration”|
- From Salesforce Setup, enter Lightning Sync Setup in the Quick Find box, then select Lightning Sync Setup.
- Under Enable Lightning Sync, click Edit.
- Check Enable Lightning Sync and click Save.
- 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 email@example.com, enter your user name in either of these formats:
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 firstname.lastname@example.org, 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.