Salesforce Admins setting up Lightning Sync for Microsoft®
Exchange should run both the Lightning Sync connection test and
the Microsoft Remote Connectivity Analyzer to test their connectivity between their servers and
Salesforce. The tests differ slightly, so running both gives admins more information about the
connection status. Admins setting up Lightning Sync for Google need only
run the Lightning Sync connection
test.
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 get the necessary parameters to run the Microsoft Remote Connectivity
Analyzer: |
Administrative access to your company’s Microsoft® Exchange server |
| To run the Lightning Sync connection test: |
Manage Users
AND
Manage Lightning Sync
|
Test your connection status to confirm whether you and your IT
pros have set up Lightning Sync successfully. Or, run the connection tests if Lightning Sync
was syncing successfully, but syncing suddenly stops for all reps in your Salesforce
organization.
