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Connect Microsoft Office 365 to Salesforce in More Ways

If you use Einstein Activity Capture with Microsoft Office 365, you can now connect to Salesforce with an org-level connection or a service account. Both connection methods provide the security of OAuth 2.0. Plus, Einstein Activity Capture users don’t connect their own account, which simplifies the rollout.

Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, and Unlimited editions.

Why: Both authentication options make it easier for you to set up many users because users don’t connect their own Microsoft Office 365 account to Salesforce. Plus, service accounts give you more control over which users Salesforce can access data from.

How: When setting up Einstein Activity Capture for the first time, select Org-Level OAuth 2.0 or Service Account OAuth 2.0 as the authentication method.

Einsein Activity Capture connection methods

If you already set up Einstein Activity Capture, you can reset the feature and select a different authentication method. From the Einstein Activity Capture settings page, select Reset Einstein Activity Capture from the dropdown. After the reset process is complete, set up Einstein Activity Capture again. You’re prompted to select the authentication method.

Einstein Activity Capture reset

Note

Note

Users in configurations that capture email data are prompted to accept the Einstein Activity Capture terms of service. Until they do so, email data isn’t captured.