Before you roll out Lightning Sync, address these guidelines to avoid overwriting event data during certain sync scenarios.
|Available to manage from: both Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
If you fall into one of the sync scenarios outlined in Considerations for Syncing Events, follow these guidelines when you set up your reps for Lightning Sync.
- In Lightning Sync configurations, don’t change the default setting, TODAY, for the event sync filter. That way, edits that your reps made to past events in Salesforce are excluded from the initial sync.
- Tell reps that events sync from their calendars to Salesforce, so reps should edit events from their calendars.
- Tell reps to edit event fields that sync (like date, time, subject, or description) in their calendars, and not in Salesforce. That way, Lightning Sync doesn’t overwrite those edits in Salesforce. (Reps can continue to use features in Salesforce that don’t sync with their calendars, however, like relating events to Salesforce records.)