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            Assign Reps to Lightning Sync Configurations

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            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.

            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
            User Permissions Needed
            To view Lightning Sync configurations: View Setup and Configuration
            To create, edit, or delete Lightning Sync configurations:

            Manage Users

            AND

            Manage Lightning Sync

            Before admins assign reps to Lightning Sync configurations, consider how that rep’s records sync if they’re already mentioned in another configuration:

            • If you assign an individual user to two Lightning Sync configurations, the user is removed from the first configuration automatically and assigned to the new one.
            • If you assign a user to two Lightning Sync configurations as both an individual user and as part of a profile, the user isn’t removed from either configuration. However, the user’s records sync according to the configuration that lists the user individually.
            • If you assign a user to one Lightning Sync configuration and one Salesforce for Outlook configuration, the user is not removed from either configuration, but the user’s records will sync according to the Lightning Sync configuration.

            Users observe the assignments you’ve created, added, or removed the next time Lightning Sync runs a sync cycle.

            To assign a user to a Lightning Sync configuration,

            1. From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync or Google Integration and Sync.
            2. Click Let users sync contacts, events, or both between Microsoft Exchange and Salesforce or Let users sync contacts, events, or both between Google and Salesforce.
            3. From the Set Sync Settings and Check Status section, click Go to Config.
            4. If you’re modifying a Lightning Sync configuration, click Edit next to the one that you want to modify. Otherwise, click New Lightning Sync Configuration, and then complete the required fields.
            5. In the Assign Users and Profiles section, select either Profiles or Users in the Search drop-down list.
            6. If you don’t see the member you want to add, enter keywords in the search box and click Find.
            7. Select members from the Available Members box, and click Add to add them to the group. If all available users are assigned to this configuration, the Users list is empty and you can only assign profiles.
            8. To remove members, select those members and click Remove.
            9. Click Save.

            See Also

             
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