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            Lightning Sync

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            Lightning Sync

            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.

            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

            Keep contacts and events in sync between your Microsoft® or Google applications and Salesforce using our cloud-based integration product. What’s so great about syncing from the cloud, you ask? Well, it means that to get the job done, you don’t have to install or update software manually. It also means that Salesforce admins and IT pros do less work to maintain the feature.

            • Move from Lightning Sync to Einstein Activity Capture
              If you’re on Lightning Sync and ready to make the move to Einstein Activity Capture, we’re here to help. With the Lightning Sync migration assistant, the move is quick and easy. And in most cases, your sales reps don’t notice the change. Learn what to do before, during, and after the migration process.
            • Lightning Sync System Requirements
              Confirm that your Microsoft® Exchange-based server or Google Workspace account meet these system requirements before you set up your sales reps for Lightning Sync.
            • Lightning Sync User License Support
              You can set up Lightning Sync for users who are assigned to Sales, Service, and some Lightning Platform licenses.
            • Lightning Sync Security
              Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service. Learn about how that design impacts how data flow between systems and the configurations requirements you must meet to setup the product.
            • How Your Contacts Sync with Lightning Sync
              Learn how Lightning Sync handles your contacts or person accounts when you’re set up to use Lightning Sync.
            • How Your Events Sync with Lightning Sync
              Learn how Lightning Sync handles your events when you’re set up to use Lightning Sync.
            • Manage Your Syncing Contacts
              If you’re a Lightning Sync user, see how you can decide which contacts sync between your Microsoft or Google applications and Salesforce.
            • Manage Your Syncing Events
              If you’re a Lightning Sync user, see how you can decide which events sync between your Microsoft or Google applications and Salesforce.
            • Lightning Sync Considerations
              Before you roll out Lightning Sync to your sales reps, familiarize yourself with these considerations.
            • See the Big Picture for Setting Up Lightning Sync for Microsoft® Exchange
              Salesforce admins can set up Lightning Sync so reps can sync contacts and events between Microsoft® Exchange and Salesforce. Salesforce admins and IT pros complete several steps, both on your Exchange server and in Salesforce.
            • See the Big Picture for Setting Up Lightning Sync for Google
              Salesforce admins can set up Lightning Sync so reps can sync contacts and events between your company’s G Suite account and Salesforce. Salesforce admins and IT pros complete several steps, both from your company’s G Suite account and from Salesforce.
            • Manage Lightning Sync Users
              After you’ve set up Lightning Sync, manage how your sales reps experience the feature and assist users in troubleshooting problems.
            • Get Help Setting Up Lightning Sync
              Get help setting up Lightning Sync so your users can start syncing their contacts and events between their email server and Salesforce.
             
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