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            Preparing to Connect to Einstein Activity Capture with a Microsoft Exchange Service Account

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            Preparing to Connect to Einstein Activity Capture with a Microsoft Exchange Service Account

            Before you can set up Einstein Activity Capture using the service account connection method, make sure that you work with your Exchange admin to get things ready on the Microsoft side.

            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.
            Tip
            Tip For help with preparing your Exchange server, visit Microsoft’s support website and search for the keywords mentioned here.

            Here’s what your Exchange admin must do before you can set up Einstein Activity Capture.

            • Create an Exchange user with a mailbox that acts as the service account.
            • Grant the impersonation role to a service account.
            • Decide which users the service account has access to.
            • Enable Exchange Web Services (EWS) on an SSL connection.

            See Also

             
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