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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.
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. Use Einstein Activity Capture to sync events, contacts, and emails between your connected account and Salesforce.
If you have Lightning Sync, use the migration tool to move to Einstein Activity Capture before Lightning Sync retires in April 2027.
If you use Lightning Sync with Microsoft Office 365 and Exchange Web Service (EWS) as your authentication method, complete your migration by August 2026 to avoid service disruption. In October 2026, Microsoft retires EWS for Microsoft 365 and replaces it with Microsoft Graph API. After migrating to Einstein Activity Capture, upgrade to the Microsoft Graph authentication method. See Upgrade Microsoft Office 365 Authentication Method to Microsoft Graph in Einstein Activity Capture.
This change affects all orgs except those using Government Cloud.
- Microsoft® Exchange users can check out the Lightning Sync for Microsoft Exchange Implementation Guide for step-by-step instructions on setting up.
- Google Calendar™ users can check out See the Big Picture for Setting Up Lightning Sync for Google in the Salesforce Help for step-by-step instructions on setting up.
- All Lightning Sync users can check out Test the Connection Between Your Server and Salesforce in the Salesforce Help to check your setup status or troubleshoot issues.
- Check out our Outlook integration, Lightning Sync, and Salesforce for Outlook Trailblazer Community to hear what experts and customers are saying about Lightning Sync.
