Lightning Sync Migration Tool Requirements

To move from Lightning Sync to Einstein Activity Capture using the migration tool, you must meet these requirements. In some cases, if you don’t meet the requirements, you can’t see the migration tool in Setup.

Requirement Specifications
Email and calendar application Microsoft Exchange or Google.
Microsoft server
  • Microsoft Exchange 2019 or 2016
  • Microsoft Office 365 on Exchange Online

Both service account and OAuth 2.0 Lightning Sync connection methods are supported for migration.

Note
Note Einstein Activity Capture also offers a user-level connection that lets users connect their own account to Salesforce. If you plan to use a user-level connection, we recommend that you don’t use the migration tool.
Google server

Basic, Business, or Enterprise editions of Google Workspace.

Note
Note Einstein Activity Capture also offers a user-level connection that lets users connect their own account to Salesforce. If you plan to use a user-level connection, we recommend that you don’t use the migration tool.
Salesforce licenses

Einstein Activity Capture Standard is available to users on the Standard Salesforce license with the purchase of Sales.

Users with Performance or Unlimited edition can access Einstein Activity Capture features without an add-on license.

  • Inbox
  • Sales Engagement
  • Sales Cloud Einstein
  • Revenue Intelligence
Salesforce editions
  • Professional
  • Enterprise
  • Performance
  • Unlimited
Salesforce user interface

The migration tool is available in Lightning Experience only.

Einstein Activity Capture is available for users who work from Lightning Experience or the Salesforce mobile app.