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            Guidelines for Syncing Events from Your Calendar Application to Salesforce Only

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            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.

            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

            If sales reps fall into one of the scenarios outlined in Considerations for Syncing Events from Your Calendar Application to Salesforce Only, admins can follow these guidelines to set up reps for Lightning Sync.

            • In Lightning Sync configurations, don’t change the default setting, TODAY, for the event sync filter. That way, edits that reps made to past events in Salesforce are excluded from the initial sync.
            • We recommend that admins tell reps to edit event fields that sync (like date, time, subject, or description) in their calendars, and not in Salesforce. That way, Lightning Sync doesn’t overwrite those edits in Salesforce. (Reps can continue to use Salesforce features that don’t involve editing their Salesforce event fields, however, like relating events to Salesforce records.)
             
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