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.
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 access and edit Lightning Sync setup:
Manage Users
AND
Manage Lightning Sync
To prepare Exchange Online to communicate with Salesforce:
Global administrator access to your company’s Office 365 account
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.
From Setup, enter Sync in the Quick Find box,
then select Outlook Integration and Sync.
Select Let users sync contacts, events, or both between Microsoft Exchange and
Salesforce to enable Lightning Sync.
Click Let users sync contacts, events, or both between Microsoft Exchange
and Salesforce to see additional setup steps.
Select OAuth 2.0 as your preferred connection method.
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 Provide your Office 365 ID, click
Connect.
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