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

