Yes, any Events which are created from Outlook Integration add-in or Gmail Integration will also be synced from Salesforce to Exchange (Google) calendar using Lighting Sync. Note: The Events which are created from side panel (Email Application Pane) using Quick Publisher Actions will be synced.
How does Salesforce Lightning sync work?
Lightning Sync can sync contacts and events you create and maintain, whether you’re at your desk or working remotely from your mobile device. Depending on the settings your administrator selected, Lightning Sync syncs contacts or events between your email application and Salesforce. Items can sync in both directions, or one direction.
Should I switch from Salesforce classic to Salesforce Lightning?
Plus, Classic will eventually be phased out, so users might as well get used to Lightning now. Some may chose to stick with Salesforce Classic, however, if it’s working great already and they don’t want to risk losing some functionality or dealing with a learning curve.
What’s new in Lightning voice for Salesforce?
Speaking of new features, Lightning Voice for Salesforce is a game-changer for salespeople. It connects them to customers and prospects faster than ever by enabling voice calls directly within Sales Cloud.
Is Einstein activity capture replacing Salesforce Lightning sync?
The company has recently made a new addition to the integration line-up, called Einstein Activity Capture – the tool substituting Lightning for Salesforce users. Like Salesforce marks in its Help Center: “Salesforce will no longer allow orgs to enable Lightning Sync after Winter ’21 (source).
How does Salesforce Lightning sync work?
Lightning Sync will synchronize Contacts and Events between Salesforce and either Microsoft Exchange or Google (Gmail), and can operate in a one-way or two-way configuration. If you’re looking for Task synchronization, that will also exist within Lightning for Outlook, starting with the Winter ’18 release.
How do I turn on lightning sync in Salesforce?
From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync or Google Integration and Sync. If Lightning Sync is available, under the Lightning Sync section you see an option to turn on the product.
What is the difference between lightning sync and Einstein activity capture?
Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.
How do I test lightning sync in Salesforce?
Click Let users sync contacts, events, or both between Google and Salesforce to see additional setup steps. From the Set Sync Settings and Check Status section, click Check. Type the name of the user whose sync status you’d like to check, and click Check Status. The sync status for that user is displayed.
Is lightning sync retiring?
Starting in October 2020, Microsoft is retiring Basic Authentication for Exchange Online on a rolling basis. The retirement impacts the availability of the Lightning Sync service account connection method for Microsoft Office 365 customers who use Exchange Online.
How do I turn off Lightning sync in Salesforce?
Turn Off Lightning SyncFrom Setup, in the Quick Find box, enter Einstein Activity Capture , and then select Settings.From the Configuration tab, click Turn Off Lightning Sync. Users without the Einstein Activity Capture permission are removed from configurations and their contacts and events stop syncing.
Why you shouldn’t use Einstein activity capture?
The biggest disadvantage of Einstein Activity Capture is that the captured data is not available beyond the Activities Analytics Dashboard and Activities Timeline.
How long does Einstein activity capture take to sync?
Activities captured by Einstein Activity Capture aren’t archived. It can take up to 1 month before the data is removed from the system. Regardless of the data retention period, de-identified data derived from activities is kept for up to 2 years and used with machine learning models and third-party data enrichment.
How long does it take for Einstein activity capture to sync?
After you turn on Einstein Activity Capture, Salesforce asks assigned Sales Cloud Einstein users to connect their email account to Salesforce. It takes up to 24 hours for their emails and events to be initially added to Salesforce.
What is Lightning Voice for Salesforce?
Speaking of new features, Lightning Voice for Salesforce is a game-changer for salespeople. It connects them to customers and prospects faster than ever by enabling voice calls directly within Sales Cloud. This means wherever you are using Salesforce, including on your mobile device, you can make and receive calls in context, while taking notes and logging these calls at the same time. You can even choose a number that’s local to your territory.
Is Salesforce1 a mobile app?
In fact, the Salesforce1 Mobile App is built on top of the Lightning Platform. Both innovations served as catalysts for the reimagined Lightning desktop experience. Any and every customization that happens there is immediately accessible on any mobile device via Salesforce1.
Is Salesforce better than Lightning?
No, it’s just a better way to use Salesforce. To more quickly gain all the productivity benefits, plan your move to Lightning Experience. The Learning Map provides a curated set of resources to help you visualize the recommended steps and best practices in each phase of a Lightning Experience transition: Discover, Roll Out, and Optimize.
Is Salesforce full of admins?
Yes, there is, full of admins and devs. You can meet experts, ask questions, and get answers from an entire community of people ready to help. Visit the Salesforce Success Community now.
Is Lightning the future of Salesforce?
Yes, but Lightning is the future of the Salesforce platform and user experience. It empowers our customers to move faster, do more, and be more productive through reimagined classic features and boosted features available only in Lightning Experience.
Is Salesforce on-premise or cloud?
However, many organizations still operate with on-premise solutions and so that integration with a cloud platform is more complicated. Salesforce provides broad recommendations for security practices such as encryption – as well as specific Salesforce integration examples to help users.
Does Salesforce sync with Outlook?
However, in order to sync contacts and events, Lightning for Outlook requires users to have access to an additional product: Salesforce Sync. Looking ahead to winter 2021, Salesforce Sync is being replaced with Einstein Activity Capture – meaning that product support will stop. This is something Salesforce regularly does where application updates …
Is Salesforce Lightning compatible with Outlook?
A big selling point of Salesforce’s Lightning for Outlook is that it has deep customization potential. A great example of this is through the integration pane within Outlook itself. Here, you can choose what your sales team sees and which aspects of Salesforce they can control via the Lightning sidebar.
Is Lightning for Outlook cloud based?
As mentioned, Lightning for Outlook is completely cloud-based which brings it in line with the design and capabilities of many modern applications. This means it coordinates very well with OWA, which as an email client has gained ground in recent years.
Does Salesforce require an admin?
It requires a Salesforce administrator, a Microsoft Exchange server admin, and the users themselves. Once the initial setup has been completed, many of the Salesforce integration features require users to setup additional apps to work – such as Lightning Sync and Lightning App Builder.
What is the difference between Salesforce Lightning and Salesforce Classic?
Salesforce Lightning offers a new and improved interface with additional features that make it easier and more engaging for users, whereas Salesforce Classic offers the original, albeit updated, interface that is lacking in some key areas. Generally speaking, Lightning just offers more.
How long does it take Salesforce to switch to Lightning?
In fact, you may find that Salesforce automatically switches you to Lightning after a few days or weeks on Salesforce Classic. 0 out of 0.
What is Lightning app?
It’s an entire framework that developers can use to create modern Salesforce apps. Third-party service integrations are easier, and you can also build custom components for the CRM platform’s web interface.
Is Salesforce a CRM?
A market leading CRM for good reason and a great all-rounder – with tailored pricing plans available, it should always be considered first. Salesforce is one of the biggest names in customer relationship management software. That’s thanks to its ease-of-use, its app marketplace, and its customizability.
Is Salesforce Classic a web UI?
When you first take a look at Salesforce Classic you can see right away that it is not a modern web UI. It is very compact and text-centric with little attention paid to graphics and icons. The graphics that do exist are typically small and aren’t displayed in high resolution.
Is Salesforce Lightning more expensive than Salesforce Classic?
No, Salesforce Lightning doesn’t cost more than Salesforce Classic. The interfaces cost the same. Long-time users of the Classic version will be able to switch to Lightning without paying for a new license. Meanwhile, new customers will be recommended the Lightning interface by default.
Can Salesforce run a connection test?
Salesforce admins can run the Lightning Sync connection test to confirm whether admins and ITpros have set up Lightning Sync successfully. Or, run the connection test if Lightning Sync wassyncing reps’ items successfully , but suddenly stops.
Can Salesforce reset sync?
If a rep has trouble syncing between your email server and Salesforce, Salesforce admins can resetthat rep’s sync process. Resetting sync clears out and then restores the connections between a rep’semail and calendar applications and Salesforce records. Resetting the sync process doesn’t affectinformation stored in those records.