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Connection Methods for Microsoft Exchange (on-prem)
Before Einstein Activity Capture can access users’ email and calendar data, connect Salesforce to Microsoft Exchange (on-prem).
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 |
- Connect Einstein Activity Capture to Microsoft Exchange using User-Level Authentication
The user-level authentication method is available for Microsoft Exchange on-premises servers and Microsoft Office 365. After users are assigned to Einstein Activity Capture, they’re prompted to connect their Microsoft account to Salesforce. - 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. - 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. - Use a Service Account to Connect an Exchange Server and Einstein Activity Capture
If your company uses Microsoft Exchange 2019, 2016, or 2013 on-premises, you can connect to Einstein Activity Capture using a service account. 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. By using a service account, you can scope authentication to a specific set of users and set up all Einstein Activity Capture users at the same time. - 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. - Network Connection
When setting up Einstein Activity Capture with a Microsoft Exchange on-premises server (2019, 2016, or 2013) or Microsoft Office 365, make sure that you allow the necessary network access.
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