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Sales Productivity
Lightning Sync

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Lightning Sync

Starting in Winter ’21, Lightning Sync isn’t available to new Salesforce orgs. Current users must migrate to Einstein Activity Capture before Lightning Sync retires in 2027. Also, if you use Lightning Sync with Microsoft Office 365 and Exchange Web Service (EWS), upgrade your authentication method to Microsoft Graph now to avoid service disruption. Microsoft announced that EWS is scheduled to retire in October 2026.

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
  • Upgrade Lightning Sync from Exchange Web Services to Microsoft Graph
    Microsoft announced the retirement of Exchange Web Services (EWS) for Microsoft Office 365 starting October 2026. Lightning Sync configurations that use EWS won’t sync data after this retirement. To avoid service disruption, upgrade to the Microsoft Graph authentication method in Lightning Sync setup now.
  • Move from Lightning Sync to Einstein Activity Capture
    Use the Lightning Sync migration tool to complete the process. Migrate before Lightning Sync retires in 2027.
  • 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
    To understand what happens when you use Lightning Sync, consider the impacts and nuances of connecting your account to Salesforce and the details of syncing contacts and events.
  • 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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