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            Connect Einstein Activity Capture to Microsoft Office 365 using RBAC Authentication

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            Connect Einstein Activity Capture to Microsoft Office 365 using RBAC Authentication

            The Role-Based Access Control (RBAC) authentication method is available only for Microsoft Office 365. The Salesforce admin works with their Azure admin to give Salesforce access to data in Microsoft Office 365. The connection applies to all users in Salesforce. Users get access to resources not individually, but through predefined roles defined within an application.

            Required Editions

            Available in: Lightning Experience
            Available with Einstein Activity Capture Standard in Sales in Starter, Pro Suite, Professional, and Enterprise Editions
            Available with Unlimited Edition, Einstein 1 Sales Edition, and Agentforce 1 Edition
            Available with Einstein for Sales, which is included in Einstein 1 Sales Edition and available for an extra cost in Enterprise and Unlimited Editions
            Available with Sales Engagement, which is included with Sales in Performance and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions
            Available with Revenue Intelligence, which is available for an extra cost in Enterprise and Unlimited Editions
            User Permissions Needed
            To connect Salesforce to Microsoft 365:

            Customize Application

            OR

            Modify All Data
            To view the Einstein Activity Capture setup pages:

            View Setup and Configurations

            AND

            Customize Application OR Modify All Data

            Before you begin, confirm that your Azure admin has granted org-wide Microsoft Graph API access and permissions. See App ID for Microsoft Graph Authentication. The admin setting up the connection from Microsoft is required to be assigned the DirectoryRole of a Global Admin, Cloud Application Admin, or Application Admin.

            1. From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select Settings.
              If it’s your first time setting up Einstein Activity Capture, the setup flow guides you through the steps. If you already set up Einstein Activity Capture and want to change the authentication method, reset Einstein Activity Capture.
            2. Select Microsoft 365 as the email and calendar application.
            3. Select Role-Based Access Control (RBAC) OAuth 2.0 as the authentication method.
            4. Consent to confirm that your Azure admin has set up the necessary permissions for users.
            5. Review the server URL that Salesforce redirects you to when you log in to your Microsoft Office 365 account as an admin.
            6. Click Log In and enter your company’s Microsoft Office 365 account credentials. Then, accept Salesforce's access to Microsoft Office 365.
              When you’re done, you return to the Einstein Activity Capture setup flow and Salesforce auto-populates the tenant ID field.
            7. Optionally, test the connection between Salesforce and Microsoft Office 365.
            8. Follow the remaining steps in Einstein Activity Capture setup, which includes creating a configuration and adding users to it.
              After setup is complete, Einstein Activity Capture automatically syncs data for the configured users.
             
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