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            Prepare Salesforce for Lightning Sync

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            Prepare Salesforce for Lightning Sync

            After an IT pro or Google administrator has prepared your G Suite account for Lightning Sync, complete the necessary steps to set up Salesforce, too. From Salesforce, first register the Google API site. Then, select settings to connect the applications using OAuth 2.0 for Google.

            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 access and edit Lightning Sync setup:

            Manage Users

            AND

            Manage Lightning Sync
            Important
            Important

            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.

            Before preparing Salesforce for Lightning Sync, make sure that you’ve taken the necessary steps to prepare your company’s G Suite account to communicate with Salesforce.

            1. From Setup, Register a new remote site for https://www.googleapis.com. Don’t disable protocol security for the site, or Salesforce can’t connect with Google.
            2. From Setup, enter Sync in the Quick Find box, then select Gmail Integration and Sync.
            3. Select Let users sync contacts, events, or both between Google and Salesforce to enable Lightning Sync.
            4. Click Let users sync contacts, events, or both between Google and Salesforce to see additional setup steps.
            5. Select OAuth 2.0 as your preferred connection method.
            6. Upload the private key for your Google service account. Your Google admin generated the key when setting up the service account for Lightning Sync. If you need to download your key again, your Google admin can do so from the Google API Console on the APIs & Services Dashboard.
              Important
              Important People in possession of your private JSON key have access to your company’s Google account. Therefore, only share the key with team members who need it, and share it via secure pathways. For example, emailing your private key isn’t a good idea.

            When you’re finished, run the Lightning Sync connection test to make sure that you’ve set up your connection correctly.

             
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            Salesforce Help | Article