Run the Lightning Sync connection test to confirm whether you and your IT pros have set up Lightning Sync successfully. Or, run the connection test if Lightning Sync was syncing your reps’ items successfully, but suddenly stops.
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 run the connection test: |
Manage Users AND Manage Lightning Sync |
After taking the necessary steps to prepare your G Suite account and Salesforce to sync, you’re ready to run the Lightning Sync connection test.
The Lightning Sync connection test checks several points of connectivity between Salesforce and your email server. When the test is complete, it provides a summary describing your connection status.
- From Setup, enter Sync in the Quick Find box, then select Gmail Integration and Sync.
- Click Let users sync contacts, events, or both between Google and Salesforce to see additional setup steps.
- Under Test your connection, provide the email address for one of the reps you’ve set up to sync on your email server.
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Click Test.
Lightning Sync checks the connection between Salesforce and your email server and summarizes your connection status.