See the Big Picture for Setting Up Lightning Sync for Google
Salesforce admins can set up Lightning Sync so reps can sync contacts and events between your company’s G Suite account and Salesforce. Salesforce admins and IT pros complete several steps, both from your company’s G Suite account and from Salesforce.
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 prepare your G Suite account to communicate with Salesforce: | The Owner role on your company’s G Sutie account, which gives you administrative permissions |
| To access and edit Lightning Sync Setup | Customize Application AND Manage Users AND Manage 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.
Complete these steps to set up Lightning Sync for Google.
- Learn About Lightning Sync for Google Features
Keep contacts and events in sync between your Google applications and Salesforce. Lightning Sync for Google requires a G Suite account. - Prepare Your Google Account for Lightning Sync
The IT pro or Google administrator at your company can prepare your Google G Suite account to communicate with Salesforce. Google admins complete these steps by logging in to your company’s Google developer console, Google Cloud Platform, and the Google Admin console. - Prepare Salesforce for Lightning Sync
After an IT pro or Google administrator has prepared your G Suite account for Lightning Sync, complete the necessary steps to set up Salesforce, too. From Salesforce, first register the Google API site. Then, select settings to connect the applications using OAuth 2.0 for Google. - Run the Lightning Sync Connection Test for Google Users
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. - Tell Sales Reps How to Prevent Certain Google Calendar Events from Syncing to Salesforce
Tell your Lightning Sync users how to manage which of their calendar events sync with Salesforce. We recommend that sales reps prepare events that they don’t want to sync before you kick off the sync process. However, reps can manage which events sync at anytime. - Define Lightning Sync for Google Settings for Reps
After reps prepare their Google Calendar™ events to sync with Salesforce, admins can define sync settings for groups of reps in Lightning Sync configurations. This step kicks off the sync process for reps, and determines how their contacts and events sync between the two systems.