Considerations for Syncing Events from Your Calendar Application to Salesforce Only

Admins decide whether Lightning Sync users sync events, and in which direction, by defining sync settings from Lightning Sync configurations in Setup.

When syncing from Microsoft or Google calendars to Salesforce only, there’s potential for Lightning Sync to overwrite event data. To prevent such an occurrence, admins can be considerate about how they roll out Lightning Sync.

Admins can consider whether reps meet one or more of these scenarios.

• Reps are migrating reps from Salesforce for Outlook
• Reps routinely edit their events records in Salesforce
• Reps already have access to the Outlook integration or the Gmail integration

For example, say that a rep maintains meeting notes in Salesforce event records. But the matching event in that rep’s calendar doesn’t include those notes. If reps are set up to sync from Microsoft or Google to Salesforce, Lightning Sync overwrites the event in Salesforce with the one from the calendar.

Admins can prevent reps’ events from being overwritten by following our guidelines for syncing events from Microsoft or Google to Salesforce only.

• Guidelines for Syncing Events from Your Calendar Application to Salesforce Only
  Before Salesforce admins roll out Lightning Sync, admins can address these guidelines to avoid overwriting event data during certain sync scenarios.