Find the Lightning Sync migration tool in Salesforce, and start the migration process. Don’t worry, before we start moving your stuff, the tool summarizes the major steps and runs a readiness check. Then you decide when you’re ready to start the move.
Required Editions
| The Lightning Sync migration tool is available in: Lightning Experience |
| Einstein Activity Capture is available in: Lightning Experience and the Salesforce mobile app |
| The Lightning Sync migration tool and Einstein Activity Capture are available in: Professional, Enterprise, Performance, and Unlimited Editions with Sales Cloud |
- Find the Migration Tool in Your Lightning Sync Settings
Kick off the Lightning Sync migration tool from your Lightning Sync Setup page and familiarize yourself with the migration process. - Run the Migration Tool Readiness Check
After you kick off migration process, the Lightning Sync migration tool prompts you to run the readiness check. The readiness check ensures that any problematic configurations are addressed before you move your settings to Einstein Activity Capture. You can pause your migration to address potential issues before you proceed with the move. - Move Your Settings from Lightning Sync to Einstein Activity Capture
After you get a clean report from the migration readiness check, move your Lightning Sync settings to Einstein Activity Capture. Accept the terms of service agreement and start your move. If you need more time to prepare, you can pause your migration and return to this step later. If you connect to Salesforce using Google, before you start your move, work with your Google admin to give the service account access to your Google users’ data. - Access Migrated Configurations and Add Einstein Activity Capture Features
Now that your settings are moved, get familiar with the productivity-boosting features available to your users through Einstein Activity Capture and decide what you want to set up. Or you can adjust your previous sync settings. - Assign Einstein Activity Capture User Permissions
Before your migrating users can use Einstein Activity Capture, they must have an Einstein Activity Capture user permission. - Turn Off Lightning Sync
After you migrate your Lightning Sync settings and assign users to Einstein Activity Capture, turn off Lightning Sync. Then, if you use Microsoft® Office 365 with Exchange Web Service, upgrade to Microsoft Graph as your connection method with Einstein Activity Capture.