Lightning Sync Considerations
To understand what happens when you use Lightning Sync, consider the impacts and nuances of connecting your account to Salesforce and the details of syncing contacts and events.
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 |
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.
- Considerations for Syncing Contacts
Familiarize yourself with these considerations for syncing contacts with Lightning Sync. - Considerations for Syncing Events
Familiarize yourself with these considerations for syncing events with Lightning Sync. - Considerations for Syncing Events from Your Calendar Application to Salesforce Only
Before Salesforce admins set up Lightning Sync, they can familiarize themselves with these considerations for syncing events from Google or Microsoft® to Salesforce only. That way, their rollout generates no surprises. - Lightning Sync Considerations for Companies With Multiple Salesforce Organizations
If your company uses multiple Salesforce organizations, review these considerations to avoid sync issues and unsupported configurations.