Set Up Users to Send Invitations to Attendees from Lightning Experience and the Salesforce Mobile App
Setting up event invitations in Lightning Experience and the Salesforce mobile app requires one of our Microsoft® or Google integration products: Einstein Activity Capture or Lightning Sync.
Required Editions
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Events are available in Salesforce Classic, Lightning Experience, and all versions of the Salesforce mobile app in Professional, Enterprise, Unlimited, and Developer Editions. Einstein Activity Capture is available in Lightning Experience and all versions of the Salesforce mobile app in Essentials, Professional, Enterprise, Performance, and Unlimited Editions. Lightning Sync is available in Salesforce Classic, Lightning Experience, and all versions of the Salesforce mobile app in Professional, Enterprise, Performance, Unlimited, and Developer Editions. |
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 2027. Before you migrate, review Compare Einstein Activity Capture and Lightning Sync to understand what to expect when you migrate.
If your org is exempt from migration because of a licensing issue or if your org doesn’t support Einstein Activity Capture, you won’t see the migration tool in Lightning Sync.
First, make sure that you meet either the Einstein Activity Capture system requirements or Lightning Sync system requirements.
Then, complete setup for your chosen product.
- If you choose Einstein Activity Capture, set up events to sync in one of these directions: Salesforce to Exchange, Salesforce to Google, or Both Directions. Review Set Up Einstein Activity Capture.
- If you choose Lightning Sync, set up events to sync in one of these directions: Salesforce to Exchange, Salesforce to Google, or Both Ways. Review See the Big Picture for Setting Up Lightning Sync for Microsoft® Exchange or See the Big Picture for Setting Up Lightning Sync for Google.
Now when syncing event organizers add attendees to events, an invitation is sent from organizers’ Microsoft or Google accounts. Attendees with Microsoft or Google calendars can accept or decline invitations from those applications. Einstein Activity Capture or Lightning Sync then syncs attendee responses to Salesforce so that other reps with access to the event can see attendance statuses.