Upgrade Lightning Sync from Exchange Web Services to Microsoft Graph
Microsoft announced the retirement of Exchange Web Services (EWS) for Microsoft Office
365 starting October 2026. Lightning Sync configurations that use EWS won’t sync data after this
retirement. To avoid service disruption, upgrade to the Microsoft Graph authentication method in
Lightning Sync setup now.
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
Before you begin, confirm that your Azure admin has granted org-wide Microsoft Graph
API access and permissions. See App ID for Microsoft Graph Authentication. The admin
setting up the connection from Microsoft required a DirectoryRole of a Global Admin, Cloud
Application Admin, or Application Admin permission.
Note Einstein Activity Capture and Lightning Sync use the same app ID links for Microsoft
Graph authentication.
You can’t migrate Lighting Sync to
Einstein Activity Capture if EWS is your authentication method. You must upgrade to Microsoft
Graph before you can migrate to Einstein Activity Capture.
From Setup, in the Quick Find box, enter Sync. Then, select
Outlook Integration and Sync.
In the Lightning Sync section, click Upgrade to Miscrosoft
Graph.
In the Authentication Mapping window, click Next.
In the Connect Salesforce to Microsoft Office 365 window, click Log
In.
In the Microsoft authentication window, log in. Your tenant ID is automatically added to
the Salesforce upgrade window.
Optionally, test the connection.
Click Finish to complete the upgrade to Microsoft Graph.
Microsoft 365 authentication upgrades to Microsoft Graph for the entire org. No action
is needed from individual users.
When you’re done, you can continue to use Lightning Sync,
but we recommend migrating to Einstein Activity Capture. Lightning Sync is scheduled to retire
in 2027.
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