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            Connect Salesforce and Microsoft® Exchange Using OAuth 2.0

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            Connect Salesforce and Microsoft® Exchange Using OAuth 2.0

            Give Salesforce access to Microsoft Exchange Online using OAuth 2.0. To complete setup, you need a Microsoft Office 365® account and help from your Office 365 global administrator to provide credentials for your company’s account.

            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 access and edit Lightning Sync setup:

            Manage Users

            AND

            Manage Lightning Sync
            To prepare Exchange Online to communicate with Salesforce: Global administrator access to your company’s Office 365 account
            Important
            Important

            Starting in Winter ’21, Lightning Sync isn’t available to new Salesforce customers. If you’re on Lightning Sync, use the Lightning Sync migration assistant for a seamless transition to Einstein Activity Capture, our long-term solution for syncing contacts and events between Microsoft® or Google applications and Salesforce.

            In October 2026, Microsoft 365 replaces Exchange Web Service (EWS) with Microsoft Graph API. We recommend taking this opportunity to transition from Lightning Sync to Einstein Activity Capture with Graph API or another supported connection method. See Upgrade Microsoft Office 365 Authentication Method to Microsoft Graph in Einstein Activity Capture.

            1. From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync.
            2. Select Let users sync contacts, events, or both between Microsoft Exchange and Salesforce to enable Lightning Sync.
            3. Click Let users sync contacts, events, or both between Microsoft Exchange and Salesforce to see additional setup steps.
            4. Select OAuth 2.0 as your preferred connection method.
            5. Have your Office 365 global administrator log in to your Office 365 account.
            6. When the Microsoft Azure™ login page opens, accept Lightning Sync access to your account by following the prompts until you’re directed back to Salesforce.
            7. From Salesforce, under Provide your Office 365 ID, click Connect.

            See Also

             
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