|User Permissions Needed|
|To prepare Exchange Online to communicate with Salesforce:||Global administrator access to your company’s Office 365 account|
|To access Lightning Sync setup in Salesforce:||Customize Application|
|To create, edit, or delete Lightning Sync configurations:||Manage Exchange Configurations AND Manage Users|
- Microsoft Office 365 for their company’s calendar needs
- Lightning Experience and Salesforce1 to create or edit Salesforce events, because events created or edited in Salesforce Classic don’t sync with Microsoft Office 365
If that description hits home, you can start syncing your reps’ events in both directions. First, make sure you’ve set up Lightning Sync with an OAuth 2.0 connection to Microsoft Exchange. Next, select Sync Both Ways for events from your reps’ Lightning Sync configurations.
Keep in mind that selecting Sync Both Ways limits some Calendar functionality in Salesforce Classic. To learn more, check out “Lightning Sync Considerations” in the Salesforce Help.