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            Get Ready to Sync Contacts with Lightning Sync for Microsoft® Exchange

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            Get Ready to Sync Contacts with Lightning Sync for Microsoft® Exchange

            Learn how to sync contacts between your company’s email application and Salesforce using Lightning Sync.

            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
            User Permissions Needed
            To sync contacts both ways:

            Read and Edit on contacts

            AND

            Read on accounts, AND contact sync direction set to Sync both ways in an active Lightning Sync configuration
            To sync contacts from Salesforce to Exchange:

            Read on contacts

            AND

            Contact sync direction set to Salesforce to Exchange in an active Lightning Sync configuration
            To sync contacts from Exchange to Salesforce:

            Create on contacts

            AND

            Contact sync direction set to Exchange to Salesforce in an active Lightning Sync configuration
            Important
            Important

            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.

            Note
            Note If you’re set up to sync both ways, we recommend that you or your admin create relevant Salesforce accounts before rolling out contact sync. Otherwise, if you don’t resolve unmatched Salesforce contacts before the next sync cycle, Lightning Sync removes the company from the Microsoft contact.

            After your administrator initiates contacts sync for you, Lightning Sync creates a folder in your email application called Salesforce_Sync. You can find the Salesforce_Sync folder under your contacts directory. Any contacts that have synced from Salesforce to your email application are in Salesforce_Sync. Don’t rename, move, or delete the Salesforce_Sync folder, or syncing between Salesforce and your email application stops.

            1. Ask your administrator which direction you’re set up to sync.
              • If you’re set up to sync from Salesforce to your email application only, syncing is already in progress, and you don’t have to do anything else. Soon you can access your Salesforce contacts directly from your email application.
              • If you’re set up to sync from your email to Salesforce or to sync both ways, it’s time to move the contacts that you want to sync into the Salesforce_Sync folder.
            2. In your email application, select the contacts you want to sync. You can select multiple contacts at a time.
              Select Contacts for Exchange Sync
            3. Move—do not copy—your selected contacts to the folder Salesforce_Sync. If you copy your contacts, you get duplicates, which are a hassle!

            The contacts you move to the Salesforce_Sync folder begin to sync every few minutes. If you move numerous contacts to Salesforce_Sync, your first sync can take some time.

            Note
            Note Contact sync doesn’t support Outlook categories, so contacts labeled with a Salesforce_Sync category that don’t exist in a contacts subfolder of the same name don’t sync with Salesforce. To avoid this issue, disable contact categories and select the Salesforce_Sync folder for new contacts in Outlook. See EAC - New Contacts Created In Outlook with ‘Salesforce_Sync’ Category Do Not Sync to Salesforce.
             
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