You can set up Exchange to let your users sync Microsoft contacts and events with Salesforce
using Lightning Sync. This video shows you how to complete setup
from the Office 365 Admin Center. Before you begin, make sure you’ve already
created a new mailbox in Office 365 to be the service account.
Then we’ll walk you through these steps: First, we’ll give that service account impersonation
privileges. Then we’ll test what we’ve set up so far.
Let’s get started. First, login to Office 365 as an admin, and go to the admin center.
Next, click “Admin Centers” and then “Exchange.” Now click “Recipients.” Confirm that the
service account you created is available. It’s there--good.
Now we’re ready to grant our service account impersonation privileges. Click “Permissions,”
and then create a role group. Let’s call this one "Salesforce Sync Role
Group." Now give the group one role, called application
impersonation. Then we want to give it one member, which
is the service account we created ahead of time.
Click Save. And now you can see the Salesforce Sync role
group has application impersonation for it’s member, the service account we created.
Next we’re ready to test that we’ve set up a connection between Office 365 and Salesforce
using a test found on Microsoft's website called the Remote Connectivity Analyzer.
Before we start testing, wait at least 5 minutes after you set up your service account. Otherwise,
you could see a failed connection test, even though you may have set up the connection
correctly. When 5 minutes have passed, we can begin testing.
To run the Remote Connectivity Analyzer, let’s open a browser and go to testconnectivity.microsoft.com.
Let's test that the service account that you set up on Office 365 is successfully impersonating.
On the Exchange Server tab, select Service Account Access (Developers). Click Next.
Enter these parameters carefully--a mistake could result in inaccurate test results.
Type the email address for one of your Office 365 users.
Type the user name and password for the service account that you created and gave impersonation
privileges to. Leave Use Autodiscover
and Test Predefined Folder selected. Choose Calendar or Contacts, because Lightning
Sync can sync those. Select Use Exchange Impersonation, and for
Impersonated User, type the same email address as you did above for target mailbox. Do not
put the service account down here. Select I Understand, and if prompted enter
the verification text. Now, perform the test. This can take 3 seconds,
or it can take a little over 30 seconds, depending on various details.
When the test is complete, you’ll get a report on how the connection performed.
Here it shows the test was successful with warnings. Warnings are acceptable, and don’t
necessarily mean that there’s a problem with your service account setup. The most
important thing, is that you get a successful report, rather than a failed one.
So how do you know whether you should be concerned about the test warnings?
Let’s Expand all. Scroll down to the bottom of your report. Ultimately, we want to see
that for the user we tested--Matthew--a new mail item was created and then...
….deleted. That verifies that the service account was able to impersonate Matthew correctly.
Now that you’ve set up and tested your Exchange service account, your Salesforce admin can
use the service account credentials to finish setting up Lightning Sync from Salesforce.
For complete details about setting up Lightning Sync for Exchange, see the following topic
in the Salesforce Help or visit the Salesforce Success Community
at success dot salesforce dot com
Thanks for using Salesforce.