Working with Lightning Sync Migration Tool

How Does the Migration Tool Streamline the Change Management Process?

The Lightning Sync migration tool keeps you on task during your move to Einstein Activity Capture. The tool walks you through three major migration steps.

• Checks that you’re ready for the move.
• Prepares you to manage key product differences.
• Moves your connection settings and configurations from Lightning Sync to Einstein Activity Capture.

All you have to do is follow along, and later, obtain and assign the appropriate user permissions.

Will the Move Interrupt My Sales Teams?

In most cases, admins don’t have to announce migration to users until admins are ready to roll out Einstein Activity Capture features. That’s because the tool lets users avoid the multi-day first-time sync delay they experienced during their original Lightning Sync rollout. And there’s no need to ask users to stop adding and updating contacts and events during the transition. Some users can notice a pause in contact and event sync while settings are moved, but no contact and event changes are lost during the transition. Users can continue working normally during the move, and the migration tool makes sure that updates and new items are synced when the move is complete.

After migration is complete, users can follow the same steps to manage their syncing contacts and events as they did with Lightning Sync. Later, we remind you about those steps and more options available to them as new Einstein Activity Capture users.

What Settings Does the Migration Tool Move?

The migration tool automatically moves all of these settings over to Einstein Activity Capture.

• Your connection method: Service account or OAuth 2.0 connection is moved to Einstein Activity Capture. If you want to use the Einstein Activity Capture User-Level Authentication connection method, you can after the migration process is complete.
• The data types your users sync: contacts, events, or both.
• The users and profiles assigned to each sync configuration.
• Sync direction, sync filters, and other settings found in sync configurations, such as event series sync, private event sync, and so on. There’s one sync setting that we can’t move, but we prepare you with next steps for those users who are affected.

Note To enable the Einstein Activity Capture User-Level Authentication connection method, complete the full migration process. After completing the migration, turn off Lightning Sync, then reset Einstein Activity Capture, and then enable Einstein Activity Capture.

When Do My Users Get Einstein Activity Capture Features?

The migration tool is focused on the migration phase that seamlessly transitions your users’ Lightning Sync functionality to Einstein Activity Capture. To avoid introducing unexpected behavior for your users, the migration tool leaves additional Einstein Activity Capture features turned off. But don’t worry, you can turn on Einstein Activity Capture features when you’re ready.

To complete the migration process, you must obtain and assign Einstein Activity Capture permissions to each of your syncing users. This documentation helps you with that part. We also tell you where to find your Einstein Activity Capture settings, call out features that are new to you, and point you to set up instructions.

Do I Need to Recruit Any Colleagues to Help Me Make the Move?

With the migration tool, Salesforce admins can move all Lightning Sync users to Einstein Activity Capture without any technical support from a Microsoft Exchange administrator.

After migration, admins can consider collaborating with a colleague in a sales operations role, or another sales leadership role, such as a sales manager. Sales leaders can help decide which additional Einstein Activity Capture features sales teams need and how best to configure those features.

Do Microsoft Office 365 Users Have an Additional Step After Migration?

Yes. If you use Lightning Sync with Microsoft Office 365, completing the migration tool moves your settings to Einstein Activity Capture, but your connection still uses Exchange Web Services (EWS). Microsoft is retiring EWS for Microsoft 365 in October 2026. To avoid service disruption, upgrade your authentication method from EWS to Microsoft Graph by August 2026.

To complete the upgrade after migrating, see Upgrade Microsoft Office 365 Authentication Method to Microsoft Graph in Einstein Activity Capture.