Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service. Learn about how that design impacts how data flow between systems and the configurations requirements you must meet to setup the product.
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.
- Lightning Sync Design and Data Flow
Lightning Sync is designed to simplify the data flow between Salesforce and your email service. - Lightning Sync Connection Security
Salesforce takes your data security seriously. Lightning Sync leverages standard Salesforce security measures when establishing a connection with your email service. - Security Measures Specific to Your Connection Method
When you prepare your email service to connect with Salesforce, you create touchpoints in which the systems connect to sync data. Lightning Sync provides several methods for connecting systems. The security measures and other benefits that impact you depend on which connection method you select when you set up the product. See which connection methods are available to you based on the email service that you’re using. Then learn about the security measures that impact that connection method. - Lightning Sync Transactions
Review the transactions made by Lightning Sync in response to the work your users complete in Salesforce, and the order in which they occur.