1. Prepare Your Microsoft® Exchange Server for Lightning SyncThe first step in setting up Lightning Sync is to enable severalsettings on your Exchange server, including Exchange Web Services, Exchange Autodiscover Service,and Basic authentication.
2. Set Up a Microsoft® Exchange Service Account to Communicate with Lightning SyncAfter you’ve enabled the right settings on your Exchange server, create an Exchangeservice account with impersonation rights for the mailbox of each Lightning Sync user.
3. Run the Microsoft® Remote Connectivity Analyzer with Lightning Sync ParametersSalesforce admins can run the Remote Connectivity Analyzer—the free web-basedtool provided by Microsoft—to confirm whether Salesforce admins and their Exchange adminshave set up Lightning Sync for Microsoft Exchange successfully. Or, admins can run the RemoteConnectivity Analyzer if Lightning Sync for Microsoft Exchange was syncing reps’ itemssuccessfully, but suddenly stops. Use the parameters provided to run the test for LightningSync.
4. Set Up Salesforce to Communicate with Microsoft® Exchange Using a Service AccountAfter running the Remote Connectivity Analyzer, log in to Salesforce to enable Lightning Sync for Microsoft Exchange and provide your service account credentials.