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            Connect Salesforce to Your Microsoft Exchange Endpoint

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            Connect Salesforce to Your Microsoft Exchange Endpoint

            If your Exchange Web Service (EWS) isn’t exposed externally because the Microsoft Autodiscover setting isn’t on, Einstein Activity Capture or Inbox can’t find your Microsoft Exchange account. Manually connect your Microsoft Exchange endpoint to Salesforce so that your Microsoft Exchange users can benefit from Einstein Activity Capture or Inbox.

            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 create a Microsoft Exchange connection: Customize Application OR Modify All Data
            1. Make sure that Einstein Activity Capture or Inbox is enabled.
            2. From Setup, in the Quick Find box, enter Microsoft Exchange Connections, and then select Microsoft Exchange Connections.
            3. Click New, and then enter the connection details.
            4. Enter a name for the configuration, your Microsoft Exchange or EWS endpoint as the Server URL, and your company's Email Suffix.
            5. We recommend that you verify the connection. Enter a Microsoft Exchange email and password, and then click Verify.
            6. Save the connection.

            See Also

             
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