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Set Up Salesforce to Communicate with Microsoft® Exchange Using a Service Account
After running the Remote Connectivity Analyzer, log in to Salesforce to enable Lightning Sync for Microsoft Exchange and provide your service account credentials.
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 Lightning Sync setup in Salesforce: | Manage Users AND Manage Lightning Sync |
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.
- From Salesforce Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync.
- Select Let users sync contacts, events, or both between Microsoft Exchange and Salesforce to enable Lightning Sync.
- Click Let users sync contacts, events, or both between Microsoft Exchange and Salesforce to see additional setup steps.
- Select Service Account as your preferred connection method.
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Enter the service account user name you created in Exchange, including your company’s
domain and top-level domain.
For example, if you work for AW Computing, and the service account mailbox you’ve created is svcacct@awcomputing.com, enter your user name in either of these formats:
- svcacct@awcomputing.com
- awcomputing.com\svcacct
Some network configurations require one format rather than the other. If your first attempt to get Salesforce and Exchange to communicate is unsuccessful, try the other format.
- Enter your service account password.
- If your sales reps’ email domains are different than your service account domain, enter the additional domains in a comma-separated list. For example, if your service account is svcacct@awcomputing.com, but your reps’ email addresses are in the domain awcomputing.net, enter awcomputing.net as an additional domain so Lightning Sync can recognize it.
- Click Save.
