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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.
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.
- Assign Reps to Lightning Sync Configurations
After configuring server settings, Salesforce admins can assign reps to a Lightning Sync configuration to get contacts or events to start syncing. Admins can assign individual reps or user profiles to add multiple users to configurations. - Fix Sync Issues for Lightning Sync Users
If an Lightning Sync user has trouble syncing between your email server and Salesforce, you can troubleshoot sync issues by checking your users’ sync statuses or running a Lightning Sync error report. If you find a sync issue that a user can’t overcome, then you can reset that user’s sync process for them.
