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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 |
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 2027.
If your org is exempt from migration because of a licensing issue or if your org doesn’t support Einstein Activity Capture, you won’t see the migration tool in Lightning Sync.
- 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.
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