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Event Sync
If you’re set up for Lightning Sync, learn how we match your Microsoft or Google events with relevant Salesforce events, leads, and contacts. You can also learn what we do when we can’t resolve a match, which events we sync, and how often.
Required Editions
| Available in: Salesforce Classic, Lightning Experience, and all versions of the Salesforce app |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
Which Events Sync and How Are They Matched?
Lightning Sync checks to see whether an event with the same subject, date, and start and end times exists in both Salesforce and Microsoft or Google. If events match, they’re mapped to each other and begin to sync between applications. If no events match, a new event is created, and the two are mapped to sync between your external calendar.
Because recent events are the most relevant to you, after your admin initiates sync, Lightning Sync attempts to match only:
- New Salesforce events after you create them or existing Salesforce events after you update them.
- New and existing Microsoft or Google events that fall within the filter and sync settings set by your Salesforce admin.
Event sync can take up to a day or more. There are various factors that can impact sync wait time, such as:
- When many users are set up to start syncing around the same time
- When sync is pending for a significant number of events
For example, at a large company, an extended wait time is likely upon the first sync.
To learn about your sync direction, sync filters, and other settings, talk to your Salesforce admin. To familiarize yourself with features, see Learn About Lightning Sync for Microsoft® Exchange Features or Learn About Lightning Sync for Google Features.
Unresolved Events
After syncing, events that can’t be related to a lead or contact are added to the Unresolved Items list in your Personal Settings in Salesforce. From there, you can choose which Salesforce leads or contacts to relate to the synced event. Or you can remove the event from the list and opt not to relate a record.
Most synced events are added to the Unresolved Items list, unless admins select the Automatically Relate Events to Contacts or Leads option from users’ sync configurations. This option automatically relates a relevant lead or contact to synced events.
