Run the Lightning Sync Connection Test
for Microsoft® Exchange Users
Salesforce admins can run the Lightning Sync connection test to
confirm whether admins and IT pros have set up Lightning Sync successfully. Or,
run the connection test if Lightning Sync was syncing reps’
items successfully, but suddenly stops.
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 run the connection test:
Manage Users
AND
Manage Lightning Sync
After taking the necessary steps to prepare your Microsoft Exchange server and Salesforce to sync, you’re ready to run the
Lightning Sync connection
test.
The Lightning Sync connection test
checks several points of connectivity between Salesforce and your email server. When the test is
complete, it provides a summary describing your connection status.
Salesforce Admins setting up Lightning Sync for Microsoft® Exchange should run both the
Lightning Sync connection test and the Microsoft Remote Connectivity Analyzer to test their
connectivity between their servers and Salesforce. The tests differ slightly, so running
both gives admins more information about the connection status. Admins setting up Lightning
Sync for Google need only run the Lightning Sync connection test.
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.
From Setup, enter Sync in the Quick Find
box, then select Outlook integration and Sync.
Under Test your connection, provide the email address for one of the reps you’ve set up
to sync on your email server.
Click Test.
Lightning Sync
checks the connection between Salesforce
and your email server and summarizes your connection status.
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