Choose and Configure a Method for Connecting to Microsoft®
Exchange
Salesforce admins and IT pros can choose whether to connect Microsoft Exchange to Salesforce using an Exchange service account, or
OAuth 2.0, and then set up that connection. Connecting using OAuth 2.0 requires a Microsoft
Office 365® account.
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
Important
Starting in Winter ‘21, Lightning Sync isn’t available to new Salesforce
customers. Use Einstein Activity Capture to sync events, contacts, and emails between your
connected account and Salesforce.
If you use Lightning Sync with Microsoft Office 365 and Exchange Web
Service (EWS) as your authentication method, complete your migration by August 2026 to
avoid service disruption. In October 2026, Microsoft retires EWS for Microsoft 365 and
replaces it with Microsoft Graph API. After migrating to Einstein Activity Capture,
upgrade to the Microsoft Graph authentication method. See Upgrade Microsoft Office 365 Authentication Method to
Microsoft Graph in Einstein Activity Capture.
This change affects all orgs
except those using Government Cloud.
Connect Salesforce and Microsoft® Exchange Using OAuth 2.0 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.
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