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Manage Lightning Sync Users
After you’ve set up Lightning Sync, manage how your sales reps experience the feature and assist users in troubleshooting problems.
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.
- Assign Reps to Lightning Sync Configurations
After configuring server settings, Salesforce admins can assign reps to a Lightning Sync configuration to get contacts or events to start syncing. Admins can assign individual reps or user profiles to add multiple users to configurations. - Fix Sync Issues for Lightning Sync Users
If an Lightning Sync user has trouble syncing between your email server and Salesforce, you can troubleshoot sync issues by checking your users’ sync statuses or running a Lightning Sync error report. If you find a sync issue that a user can’t overcome, then you can reset that user’s sync process for them.
