---
schema_version: "1"
id: 405d0ed6b95313e4d13f829c78db2b6fcdae0f09b427650cdce2a4980fc65eaa
title: Learn About Lightning Sync for Microsoft® Exchange Features
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/productivity_sync_exchange_admin_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.productivity_sync_exchange_admin_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 74b97ad61c1e0ce1d5dd57c25a6278e24a902a30c7eae801c0f619382eb676a6
description: Keep your contacts and events in sync between your Microsoft® Exchange server and Salesforce without installing and maintaining software manually.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Learn About Lightning Sync for Microsoft® Exchange Features

Keep your contacts and events in sync between your Microsoft® Exchange server and Salesforce without installing and maintaining software manually.

### 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>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png)

Important

Starting in Winter ‘21, [Lightning Sync isn’t available](https://help.salesforce.com/apex/HTViewSolution?urlname=Lightning-Sync-End-of-Sale&language=en_US) 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](https://help.salesforce.com/s/articleView?id=sales.lightning_sync_move_parent.htm&type=5&language=en_US) to move to [Einstein Activity Capture](https://help.salesforce.com/articleView?id=einstein_sales_aac.htm&language=en_US) before Lightning Sync retires in 2027. Before you migrate, review [Compare Einstein Activity Capture and Lightning Sync](https://help.salesforce.com/s/articleView?id=sales.email_integration_admin_eac_vs_lightning_sync.htm&language=en_US) 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.

When your contacts and events sync between your company’s Microsoft® Exchange server and Salesforce, you increase your productivity. There’s no need to duplicate your work between the two systems. Plus, Lightning Sync syncs items whether you’re working from your desk or from the Salesforce mobile app.

Salesforce admins define your experience by selecting sync settings from Salesforce. For example, admins can choose whether both contacts and events sync, or whether only contacts or only events sync. Admins can also decide which direction your items sync: between Salesforce and your Microsoft Exchange server, or just one way.

![Sync users' contacts and events with Lightning Sync](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_syncing_contacts_events.png)

Admins can also set up all events to sync or only the events that you select. If you’re set up to sync only selected events, you can choose which events to sync using the [Outlook integration](https://help.salesforce.com/apex/HTViewHelpDoc?id=email_int_overview.htm&language=en_US) app. Outlook integration lets you experience Salesforce features directly from Microsoft Outlook®.

Admins can select more settings to define your sync experience. Ask your admin about how you’re set up to sync in these cases:

- Are you syncing private events?
- Are events that you delete in one calendar automatically removed from the other?
- Are your events automatically related to relevant Salesforce contacts, or one relevant lead?
- Are you syncing event series (repeating events created in Lightning Experience or the Salesforce mobile app)?

## Lightning Sync for Microsoft Exchange Limitations

Currently, Lightning Sync doesn’t. See [Lightning Sync Considerations](https://help.salesforce.com/s/articleView?id=sales.exchange_sync_admin_considerations.htm&release=264.0.0&type=5 "To understand what happens when you use Lightning Sync, consider the impacts and nuances of connecting your account to Salesforce and the details of syncing contacts and events.") for more details.

- Sync tasks. Instead, admins can set up the [Outlook integration](https://help.salesforce.com/apex/HTViewHelpDoc?id=email_int_overview.htm&language=en_US) app to let you work with Salesforce tasks from Outlook.
- Sync recurring events (repeating events created in Salesforce Classic). Instead, move to Lightning Experience—Lightning Sync can sync event series (repeating events created in Lightning Experience).
- Automatically remove deleted contacts from the other application.

#### See Also

- [Outlook and Gmail Integration](https://help.salesforce.com/s/articleView?id=sales.email_int_overview.htm&release=264.0.0&type=5 "Sales reps spend a good portion of their day working in their email, and switching back to Salesforce to get customer, prospect, and opportunity information. Isn’t it time to use email and Salesforce together? The Salesforce integration with Outlook® and Gmail™ helps your reps manage their sales more efficiently. Your reps can view, edit, and add Salesforce records directly from their email, and relate emails and events to Salesforce records.")
- [Lightning Sync Security](https://help.salesforce.com/s/articleView?id=sales.lightning_sync_admin_security_parent.htm&release=264.0.0&type=5 "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.")
- [Help Sales Reps Sync Contacts and Events with Lightning Sync (Admin Guide)](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/salesforce_exchange_sync_admin_implementation_guide.pdf)
- [Sync Your Contacts and Events with Lightning Sync (User Guide)](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/salesforce_exchange_sync_user.pdf)
- [Considerations for Syncing Contacts](https://help.salesforce.com/s/articleView?id=sales.exchange_sync_admin_considerations_contacts_general.htm&release=264.0.0&type=5 "Familiarize yourself with these considerations for syncing contacts with Lightning Sync.")
- [Considerations for Syncing Events](https://help.salesforce.com/s/articleView?id=sales.exchange_sync_admin_considerations_events_general.htm&release=264.0.0&type=5 "Familiarize yourself with these considerations for syncing events with Lightning Sync.")