Guidelines for Syncing Events from Your Calendar Application to
Salesforce Only
Before Salesforce admins roll out Lightning Sync, admins can
address these guidelines to avoid overwriting event data during certain sync
scenarios.
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
|
If sales reps fall into one of the scenarios outlined in Considerations for Syncing Events from Your Calendar Application to Salesforce Only, admins can follow these
guidelines to set up reps for Lightning Sync.
- In Lightning Sync configurations, don’t change the default setting,
TODAY, for the event sync filter. That way, edits that reps made to
past events in Salesforce are excluded from the initial sync.
- We recommend that admins tell reps to edit event fields that sync (like date, time,
subject, or description) in their calendars, and not in Salesforce. That way, Lightning Sync
doesn’t overwrite those edits in Salesforce. (Reps can continue to use Salesforce features
that don’t involve editing their Salesforce event fields, however, like relating events to
Salesforce records.)