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Learn About Lightning Sync for Microsoft® Exchange Features
Keep your contacts and events in sync between your Microsoft® Exchange server and Salesforce without installing and maintaining software manually.
Required Editions
| Available to sync records from: Salesforce Classic, Lightning Experience, and the Salesforce mobile app |
| Available to set up from: Salesforce Classic and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Sales Cloud, Service Cloud, and Lightning Platform |
Starting in Winter ’21, Lightning Sync isn’t available to new Salesforce customers. If you’re on Lightning Sync, use the Lightning Sync migration assistant for a seamless transition to Einstein Activity Capture, our long-term solution for syncing contacts and events between Microsoft® or Google applications and Salesforce.
In October 2026, Microsoft 365 replaces Exchange Web Service (EWS) with Microsoft Graph API. We recommend taking this opportunity to transition from Lightning Sync to Einstein Activity Capture with Graph API or another supported connection method. See Upgrade Microsoft Office 365 Authentication Method to Microsoft Graph in Einstein Activity Capture.
When your contacts and events sync between your company’s Microsoft® Exchange server and Salesforce, you increase your productivity. There’s no need to duplicate your work between the two systems. Plus, Lightning Sync syncs items whether you’re working from your desk or from the Salesforce mobile app.
Salesforce admins define your experience by selecting sync settings from Salesforce. For example, admins can choose whether both contacts and events sync, or whether only contacts or only events sync. Admins can also decide which direction your items sync: between Salesforce and your Microsoft Exchange server, or just one way.
Admins can also set up all events to sync or only the events that you select. If you’re set up to sync only selected events, you can choose which events to sync using the Outlook integration app. Outlook integration lets you experience Salesforce features directly from Microsoft Outlook®.
Admins can select more settings to define your sync experience. Ask your admin about how you’re set up to sync in these cases:
- Are you syncing private events?
- Are events that you delete in one calendar automatically removed from the other?
- Are your events automatically related to relevant Salesforce contacts, or one relevant lead?
- Are you syncing event series (repeating events created in Lightning Experience or the Salesforce mobile app)?
Lightning Sync for Microsoft Exchange Limitations
Currently, Lightning Sync doesn’t. See Lightning Sync Considerations for more details.
- Sync tasks. Instead, admins can set up the Outlook integration app to let you work with Salesforce tasks from Outlook.
- Sync recurring events (repeating events created in Salesforce Classic). Instead, move to Lightning Experience—Lightning Sync can sync event series (repeating events created in Lightning Experience).
- Automatically remove deleted contacts from the other application.
