If a sales rep has trouble syncing between your email server and Salesforce, you can reset that rep’s sync process. Resetting sync clears out and then restores the connections between a rep’s email and calendar applications and Salesforce records. Resetting the sync process doesn’t affect information stored in those records.
|Available to manage from: both Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
If set up to sync events, make sure that the rep’s Salesforce_Sync folder contains only the contacts the rep wants to sync with Salesforce. If set up to sync events, make sure that events that the rep doesn’t want to sync are managed from the rep’s calendar application.
From Salesforce Setup, enter Lightning Sync Status in the Quick Find box, then select Lightning Sync Status.
Type a user’s name, and click Reset Sync.
During the next sync cycle, Lightning Sync:
- Syncs all contacts from the user’s Salesforce_Sync folder in their email application to Salesforce. Lightning Sync excludes contacts that fall outside of the filters you set in the rep’s sync configuration.
- Syncs all events from the user’s calendar application to Salesforce. Lightning Sync excludes events that fall outside of the filters you set in the rep’s sync configuration, or events that the rep prevented from syncing.