See the Big Picture for Setting Up Lightning Sync for Microsoft®Exchange
- Learn About Lightning Sync for Microsoft® Exchange FeaturesKeep your contacts and events in sync between your Microsoft® Exchange server and Salesforce without installing and maintaining software manually.
- Choose and Configure a Method for Connecting to Microsoft® ExchangeSalesforce admins and IT pros can choose whether to connect Microsoft Exchange to Salesforce using an Exchange service account, or OAuth 2.0, and then set up that connection. Connecting using OAuth 2.0 requires a Microsoft Office 365® account.
- Run the Lightning Sync Connection Test for Microsoft® Exchange UsersSalesforce admins can run the Lightning Sync connection test to confirm whether admins and IT pros have set up Lightning Sync successfully. Or, run the connection test if Lightning Sync was syncing reps’ items successfully, but suddenly stops.
- Tell Reps How to Prevent Certain Microsoft® Outlook Calendar Events from Syncing to SalesforceSalesforce admins should tell reps how to manage which of their Outlook calendar events sync with Salesforce. We recommend that reps prepare events that they don’t want to sync before admins kick off the sync process. However, reps can manage which events sync at any time.
- Get Ready to Sync Events with Lightning Sync for Microsoft® ExchangeYou can choose which events sync from your Microsoft calendar application to Salesforce.
- Define Lightning Sync for Microsoft® Exchange Settings for RepsAfter reps prepare their Exchange events to sync with Salesforce, admins can define sync settings for groups of reps in Lightning Sync configurations. This step kicks off the sync process, and determines how reps contacts and events sync between applications.
- Tell Reps How to Sync Microsoft® Contacts with SalesforceSalesforce admins should tell their reps using Lightning Sync for Microsoft Exchange that it’s time to manage the Microsoft contacts that users want to sync with Salesforce.
- Get Ready to Sync Contacts with Lightning Sync for Microsoft® ExchangeLearn how to sync contacts between your company’s email application and Salesforce using Lightning Sync.
