Learn how Lightning Sync handles your events when you’re set up to use Lightning Sync.
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.
- 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. - Events Automatically Related to Contacts or Leads
Lightning Sync can automatically relate Microsoft or Google events to relevant contacts or leads in Salesforce. Learn how that feature works, and how it interacts with other Salesforce options. - Event Series Sync
If you use Lightning Sync, your Salesforce admin can set up your event series to sync between Microsoft calendars and Lightning Experience or the Salesforce mobile app. Admins set up event series sync from your sync configuration in Setup. - Event Attendee Sync
If you sync events with Lightning Sync, invited contacts, leads, and other Salesforce users sync to Microsoft® Exchange or Google calendars. Events sync for the organizer and attendees according to the sync direction that Salesforce admins have set for the organizer. - Event Delete
You can set up sales reps to delete events—from both their calendar and Salesforce—in one action. - Private Event Sync
When you select the Sync private events setting in your sales reps’ Lightning Sync configurations, events that reps mark as private can sync between Salesforce and your Microsoft or Google calendar. When a private event syncs, it’s marked as private in both calendar applications. However, some situations aren’t supported for private events, such as attendee sync and automatically relating contacts or leads, that. - Event Field Sync in Lightning Sync
When you use Lightning Sync to sync events, fields from your Salesforce events are mapped to the same or similar fields in your external calendar. Learn which fields sync and how fields are mapped between applications by default. Plus, see which Microsoft® Exchange field mappings Salesforce admins can customize. - Sync for Events Restored from the Recycle Bin
When you’re using Lightning Sync, learn which kinds of events restored from the Recycle Bin start syncing again.