Loading
Feature degradation | Gmail Email delivery failureRead More
Sales Productivity
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Lightning Sync

            You are here:

            1. Salesforce Help
            2. Docs
            3. Seller Productivity

            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 April 2027. If you use Lightning Sync with Microsoft Office 365 and Exchange Web Service (EWS), complete your migration by August 2026 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
            • Move from Lightning Sync to Einstein Activity Capture
              Use the Lightning Sync migration tool to complete the process. Migrate before Lightning Sync retires in April 2027. If you use Lightning Sync with Microsoft Office 365 and Exchange Web Service (EWS), migrate Lightning Sync to Einstein Activity capture before August 2026 to avoid service disruption.
            • 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
              Before you roll out Lightning Sync to your sales reps, familiarize yourself with these considerations.
            • 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.
             
            Loading
            Salesforce Help | Article