---
schema_version: "1"
id: b82a170f0faaea594237c60cd57d9afd3c93f7bd19e63b5de3261f4e6e56c7dd
title: Define Lightning Sync for Google Settings for Reps
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/lightning_sync_gmail_admin_configurations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.lightning_sync_gmail_admin_configurations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5502d8c9ff4eacefed9a709b787367ce1d3c8d4555889aa02f433b8ebffe2de2
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available to sync records from: Salesforce Classic, Lightning Experience, and the Salesforce mobile app</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available to set up from: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Sales Cloud, Service Cloud, and Lightning Platform</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d44507e81">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d44507e81 ">To access Lightning Sync setup:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d44507e81 ">
              <p>Manage Users</p>
              <p style="margin-bottom:0;">AND</p>
              <p style="margin-bottom:0;">Manage Lightning Sync</p>
            </td>

          </tr>
        </tbody>
      </table>

Before admins roll out Lightning Sync to reps, admins can familiarize themselves with our [Lightning Sync Considerations](https://help.salesforce.com/s/articleView?id=sales.exchange_sync_admin_considerations.htm&type=5&language=en_US). There’s potential for Lightning Sync to overwrite data or sync data between Salesforce orgs unless admins are considerate about how they roll out the product.

Defining sync settings lets admins define how their reps sync. Admins can decide:

- Which reps sync
- Whether contacts, events, or both items sync
- Which direction items sync
- To create filters to limit certain contacts or events from syncing
- Whether reps' private events sync
- Whether reps sync all events or only events that reps log to Salesforce records using the Gmail integration
- Whether events reps delete in their Google Calendars are automatically removed from Salesforce too
- Whether important events are automatically related to the appropriate Salesforce contacts or lead

We recommend that reps prepare their Google Calendar events to sync with Salesforce before admins define sync settings. It’s easier for reps to manage events before sync starts than to remove syncing items from Salesforce later. Reps don’t have to prepare their contacts. Reps manage which Google contacts sync after you save their Lightning Sync configurations and kick off the sync process.

Follow these steps to define your reps’ Lightning Sync for Google settings.

1. From Setup, enter Sync in the Quick Find box, then select **Gmail Integration and Sync**.
2. Click **Let users sync contacts, events, or both between Google and Salesforce** to see more setup steps.
3. From the Set Sync Settings and Check Status section, click **New Config**.
4. Click **New Lightning Sync Configuration**.
5. Enter the name of the configuration. For example, if you’re creating a configuration for reps in a particular region, enter a unique name, and then select Active.
    
    ![Basic information about Your Sync Configuration](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/s2x/exchange_sync_admin_exchange_configs_basic.png)
6. Assign reps and profiles to this configuration.
    
    ![Assign Users to Your Sync Configuration](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/s2x/exchange_sync_admin_exchange_configs_assign_users.png)
7. Indicate the sync direction for your reps’ contacts or person accounts, and select your preferred matching behavior.
8. Indicate the sync direction for reps’ events.
9. Indicate whether you want all Google events to sync to Salesforce, or only the events that users select.
    - If you select All events, all of the events on a user’s Google calendar syncs with Salesforce.
    - If you select Events users select, events users log to Salesforce from the Outlook integration start syncing from Microsoft Exchange to Salesforce. To finish setting up that option, you’re required to enable the Outlook integration, and your users are required to complete the integration setup in Outlook. To learn more about how this setting works, see [Use the Outlook or Gmail Integration to Select Which Events Sync](https://help.salesforce.com/s/articleView?id=sales.lightning_sync_admin_event_select.htm&release=264.0.0&type=5 "Sales reps can select Outlook calendar or Google Calendar events that they want to sync with Salesforce. After Salesforce admins set up the feature, reps can select which Outlook or Google events sync by logging them to Salesforce using the Outlook or Gmail integration. Event updates sync depending on a user’s sync direction and where they make the update.").
10. Click **Save**.
11. Set additional settings, including filters to specify the contacts reps can sync from Salesforce to Google. You are required to set filters based on your reps’ record ownership. Choose whether you want to:
    
    - Limit contacts that users sync to only what reps own, choose **Selected Contacts**, and then select **User’s Records**. Make sure that you select both of these settings together, or no contacts sync for users in this configuration.
    - Let reps sync all contacts they can see in Salesforce, choose **All Contacts**.
    
    ![Set Contact Filters on Record Ownership](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/s2x/exchange_sync_admin_exchange_configs_contact_filters.png)
    
    If you wish, set more sync filters. For example, to prevent contacts from outside your reps’ territories from syncing, create sync filters for specific fields on reps’ contact records.
    
    ![Set filters for contacts syncing from Salesforce to Exchange](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/s2x/exchange_sync_admin_exchange_configs_contact_field_filters.png)
12. Specify the specific events reps can sync from Google to Salesforce. Enter a filter in the Greater or equal to field. Doing so limits the events reps can sync to these time frames.
    
    - TODAY—Syncs events that end on or after today. The start time is 12:00 a.m. [Learn more](https://help.salesforce.com/s/articleView?id=sales.exchange_sync_admin_considerations_events.htm&release=264.0.0&type=5 "Before Salesforce admins set up Lightning Sync, they can familiarize themselves with these considerations for syncing events from Google or Microsoft® to Salesforce only. That way, their rollout generates no surprises.") about why this selection is recommended in certain scenarios.
    - LAST MONTH—Syncs events that ended on or after the first day of last month.
    - LAST N DAYS—Syncs events that ended on or after a specified number of days ago, such as LAST 30 DAYS. You can sync events that ended up to 180 days ago.
13. Select **Sync private events** to sync events your reps have marked as private in their Google Calendar.
14. Select **Delete synced events** to let reps delete Google events and Salesforce events.
15. Select **Automatically relate Google events to Salesforce records** to relate important events to the appropriate Salesforce contacts or lead automatically.
16. Select **Include Google Meet details on Google events**. Then when reps create events in Salesforce, the details to join Google Meet virtual meetings are added to the Google version of the event after the event syncs from Salesforce to Google Calendar. Keep in mind that while this setting impacts Google Calendar events, Google Meet details never sync back to Salesforce.
17. Click **Save**.

Syncing has begun for reps in this Lightning Sync configuration.