Test the Connection Between Your Server and Salesforce
Salesforce Admins setting up Lightning Sync for Microsoft®
Exchange should run both the Lightning Sync connection test and
the Microsoft Remote Connectivity Analyzer to test their connectivity between their servers and
Salesforce. The tests differ slightly, so running both gives admins more information about the
connection status. Admins setting up Lightning Sync for Google need only
run the Lightning Sync connection
test.
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 get the necessary parameters to run the Microsoft Remote Connectivity
Analyzer:
Administrative access to your company’s Microsoft® Exchange server
To run the Lightning Sync connection test:
Manage Users
AND
Manage Lightning Sync
Test your connection status to confirm whether you and your IT
pros have set up Lightning Sync successfully. Or, run the connection tests if Lightning Sync
was syncing successfully, but syncing suddenly stops for all reps in your Salesforce
organization.
NoteThe Microsoft Remote Connectivity Test and the Lightning
Sync Connection Test check general connectivity between your email server and your Salesforce
organization. If you want to test connectivity for only one (or a few) of your reps, check
their sync statuses from Lightning Sync Status in Setup.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.