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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.
Required Editions
| The Lightning Sync migration assistant is available in: Lightning Experience |
| Einstein Activity Capture is available in: Lightning Experience and the Salesforce mobile app |
| The Lightning Sync migration assistant and Einstein Activity Capture are available in: Professional, Enterprise, Performance, and Unlimited Editions with Sales Cloud |
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.
- Why Move from Lightning Sync to Einstein Activity Capture?
We know that migrating to a new product can be tons of work. But Einstein Activity Capture is the future of contact and event sync at Salesforce, so it’s where you want to be! Einstein Activity Capture offers the same basic contact and event sync as Lightning Sync, plus even more productivity-boosting features. And with the Lightning Sync migration assistant, the transition is smooth and easy. - Working with Lightning Sync Migration Assistant
The migration assistant makes the move from Lightning Sync to Einstein Activity Capture easy for you and smooth for your sales teams. See what’s moved automatically, and what benefits your users can expect. - Can My Company Make the Move Using the Lightning Sync Migration Assistant?
Before you start the migration process, make sure that your company meets the requirements for using the migration assistant. We also recommend that you familiarize yourself with the migration considerations, so that there are no surprises during your migration. - Understand and Plan for Einstein Activity Capture User Permissions
To complete your migration to Einstein Activity Capture, your users must be assigned an Einstein Activity Capture user permission. Until you do, your users’ contacts and events continue syncing with Lightning Sync, and users don’t get access to Einstein Activity Capture features. See which licenses include the user permission, and what users get with the different types. - Kick Off Your Migration to Einstein Activity Capture
Find the Lightning Sync migration assistant in Salesforce, and start the migration process. Don’t worry, before we start moving your stuff, the assistant summarizes the major steps and runs a readiness check. Then you decide when you’re ready to start the move. - Get Acquainted with Einstein Activity Capture
Now that you’re set up for Einstein Activity Capture, you and your users can get acquainted with the product. See how it works and how you can troubleshoot issues. If you added Einstein Activity Capture features or settings to your users’ migrated sync configurations, introduce those changes to users and some other settings that are new to them. You can also remind users how to manage which contacts and events sync.
