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          Lightning Sync Migration Assistant Requirements

          Lightning Sync Migration Assistant Requirements

          To move from Lightning Sync to Einstein Activity Capture using the migration assistant, you must meet these requirements. In some cases, if you don’t meet the requirements, you can’t see the migration assistant in Setup.

          Requirement Specifications
          Email and calendar application Microsoft Exchange or Google.
          Microsoft server
          • Microsoft Exchange 2019, 2016, or 2013
          • Microsoft Office 365 on Exchange Online

          Both service account and OAuth 2.0 Lightning Sync connection methods are supported for migration.

          Note
          Note Einstein Activity Capture also offers a user-level connection that lets users connect their own account to Salesforce. If you plan to use a user-level connection, we recommend that you don’t use the migration assistant.
          Google server

          Basic, Business, or Enterprise editions of Google Workspace.

          Note
          Note Einstein Activity Capture also offers a user-level connection that lets users connect their own account to Salesforce. If you plan to use a user-level connection, we recommend that you don’t use the migration assistant.
          Salesforce licenses

          Einstein Activity Capture Standard is available to users on the Standard Salesforce license with the purchase of Sales.

          Users with Performance or Unlimited edition can access Einstein Activity Capture features without an add-on license.

          • Inbox
          • Sales Engagement
          • Sales Cloud Einstein
          • Revenue Intelligence
          Salesforce editions
          • Professional
          • Enterprise
          • Performance
          • Unlimited
          Salesforce user interface

          The migration assistant is available in Lightning Experience only.

          Einstein Activity Capture is available for users who work from Lightning Experience or the Salesforce mobile app.

           
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