Loading
Salesforce now sends email only from verified domains. Read More
Sales Productivity
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Connect to Einstein Activity Capture with a Microsoft Exchange Service Account

            You are here:

            1. Salesforce Help
            2. Docs
            3. Seller Productivity

            Connect to Einstein Activity Capture with a Microsoft Exchange Service Account

            The service account authentication method is available for Microsoft Office 365 and Microsoft Exchange on-premises servers. A service account lets you scope authentication to a specific set of users and set up all Einstein Activity Capture users at the same time. The Salesforce admin works with their Exchange admin to create a service account with the impersonation role and give Salesforce access to the service account user’s data. Follow the steps based on the supported server that your company uses.

            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
            Note
            Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.
            Important
            Important In February 2025, Microsoft retired the ApplicationImpersonation role in Exchange Online. As a result, Salesforce is retiring service account OAuth 2.0 access to Microsoft Office 365. To continue activity data capture, upgrade to org-level OAuth 2.0 authentication in Einstein Activity Capture settings. During the upgrade process, you're prompted to log in to your Office 365 tenant. Make sure you log in to the same tenant you used when creating the connection. If you don't, you have to reset your Einstein Activity Capture connection and start over. See EAC to MS Office 365: Service Account OAuth 2.0 Retirement.

            See Also

             
            Loading
            Salesforce Help | Article