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Lightning Sync Considerations
Before you roll out Lightning Sync to your sales reps, familiarize yourself with these considerations.
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.
- Considerations for Syncing Contacts
Familiarize yourself with these considerations for syncing contacts with Lightning Sync. - Considerations for Syncing Events
Familiarize yourself with these considerations for syncing events with Lightning Sync. - Considerations for Syncing Events from Your Calendar Application to Salesforce Only
Before Salesforce admins set up Lightning Sync, they can familiarize themselves with these considerations for syncing events from Google or Microsoft® to Salesforce only. That way, their rollout generates no surprises. - 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.
