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Ken Koellner @ Engageware
lightning sync outlook TLS
I tried to figure out if there is a way to set up Outlook LIghtning Sync such that Exchange can identify that client via a certificate. I know it uses TLS but that verifies the server, not the client. What I would like is a way to put a certificate in an org such that the Exchange server can then verify that the traffic came specifically from that org.
- Enable Lightning Sync. From Setup, enter Sync in the Quick Find box, and then select Outlook Integration and Sync.
- Select how you connect to your email server. Get more information on how to choose and configure a method for connecting to Microsoft Exchange.
- To confirm whether it can communicate with your Exchange server, run the Lightning Sync connection test. The test checks several points of connectivity between Salesforce and your Exchange server. When the test is complete, it provides a summary describing your connection status. See detailed instructions for running this test.
- Define sync settings for your sales reps. This definition includes decisions such as:
Who can sync and what kinds of items they can syncWhether you want to limit items
What happens when a rep deletes an item from either Outlook or Salesforce
Get guidance on these decisions and detailed steps for sync setup.
Prepare your reps for managing the contacts that sync. Depending on how you configure the syncing options, your reps can sync contacts from Exchange to Salesforce or sync both ways. Get tips on guiding your reps through the sync process.
Tell your reps how they can prevent certain events from syncing. Your reps, for example, most likely want to keep personal events from syncing to Salesforce. Learn how to prevent certain events from syncing to Salesforce. https://www.dqfanfeedback.xyz/
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