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          Lightning Sync Considerations for Companies With Multiple Salesforce Organizations

          Lightning Sync Considerations for Companies With Multiple Salesforce Organizations

          If your company uses multiple Salesforce organizations, review these considerations to avoid sync issues and unsupported 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

          You’re using multiple organizations if you:

          • Test new features in a sandbox org before setting up features in your live production org.
          • Maintain separate Salesforce orgs for different divisions of your company.

          Setting up the same user to sync across multiple orgs is not supported. While we recommend testing in a sandbox org before rolling out Lightning Sync, remove users from sandbox sync configurations before adding users to production configurations.

          Likewise, we don’t recommend marking a Lightning Sync configuration as inactive to prevent a user from syncing across multiple orgs. You risk forgetting that user is included in multiple configurations, and marking the configuration as active later, by accident.

          Example
          Example

          You’re testing Lightning Sync features in your sandbox org. You add user Marianne Schumacher to a sync configuration in the sandbox org. After you’re satisfied with how you’ve set up Lightning Sync features for Marianne, you’re ready to add her to a configuration in your production org.

          Before you add Marianne to a configuration in your production org, remove her from the configuration in your sandbox org. Otherwise, Marianne could experience sync issues. You also risk syncing test data onto your production org and email server.

           
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