What is salesforce lightning sync


Lightning Sync is designed to simplify the data flow between Salesforce and your email service. Lightning Sync connects the core Salesforce database with your email server directly, with no email client required to maintain synchronization.

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.


How to activate Salesforce Lightning?

Set the Default Interface to Lightning Experience

  • From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. …
  • Select the Roll Out phase.
  • Click Launch Lightning Experience to expand the stage.
  • Click Switch Users next to Make Lightning Experience the default interface. …
  • Click the + button next to the users you want to switch.

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How do I switch from Salesforce classic to lightning?

Supported Browsers and Devices for Lightning Experience

  • Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. …
  • You can’t access Lightning Experience in a mobile browser. …
  • You can access Lightning Experience on iPad Safari. …
  • Lightning Experience doesn’t support incognito or other private browsing modes.

What are the lightning events in Salesforce?

  • Salesforce Lightning Events Part 1 – Component Events Introduction
  • Salesforce Lightning Events Part 2 – Building Component Events
  • Salesforce Lightning Events Part 3 – Bubble and Capture Phase
  • Salesforce Lightning Events Part 4 – Understanding Container Components
  • Salesforce Lightning Events Part 5 – Application Events Introduction

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How to delete Lightning component in Salesforce?

To delete a component from a managed package:

  • From Setup, enter Lightning Components in the Quick Find box.
  • Select Lightning Components.
  • Click Del for the component that you want to delete.

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 turn on lightning sync in Salesforce?

From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync.Click Let users sync contacts, events, or both between Microsoft Exchange and Salesforce to see more setup steps.From the Set Sync Settings and Check Status section, click New Config.Click New Lightning Sync Configuration.More items…

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 sync Salesforce with lightning with Outlook?

Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.

What can be synchronized between Salesforce and Outlook?

Salesforce for Outlook syncs Salesforce recurring events (repeating events created in Salesforce Classic) with Microsoft Outlook calendars. Keep Microsoft® Outlook® and Salesforce tasks in sync.

What is Salesforce Lightning for Outlook?

Lightning for Outlook can link emails to Contacts, Leads, Accounts, Opportunities, and Cases. It can also relate Events to records within Salesforce, however if you’re looking for a more automated sync of Events, you’ll need to look into Lightning Sync.

What is EAC in Salesforce?

Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.

How do I send mass email contacts in Salesforce?

On the Contacts or Cases tab, in the Tools section at the bottom of the page, click Mass Email Contacts. If you use person accounts, the link also appears on the Accounts tab. On the Leads tab, in the Tools section at the bottom of the page, click Mass Email Leads.

Is Salesforce Classic being retired?

All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.

Which of the following are benefits of syncing Microsoft Outlook with Salesforce?

When you integrate Salesforce with Outlook, you eliminate redundant processes that waste time and keep your team from focusing on sales and customer service. As an added benefit, you’ll also prevent data-entry errors that can occur when sales reps have to type the same data in multiple places.

What is the difference between Salesforce for Outlook and Outlook integration?

The Outlook integration lets users work with Salesforce records and certain Salesforce features while in their Outlook email or calendar. This integration is meant to replace the Salesforce for Outlook side panel and even offers more features that Salesforce for Outlook does not.

How do I sync my Salesforce email?

You will need to connect your email account on the connections tab, and connect to Salesforce when prompted in the Sync pane. Next, use the Email tab at the top right to set up syncing. Select the email account where the emails to sync are located and choose the syncing options you desire.

Empower everyone to build apps the fast, easy, and fun way

Enable IT and business to create apps together using no-code builders and pro-code tools. With Lightning, you can save up to 25% of the time developers spend building customizations.*

Prepare for even more features in the future

Use this feature roadmap to see which features are coming as you turn on Lightning Experience and evolve your business.

Got Questions?

Join our Lightning Now community to get help, learn and collaborate with fellow customers around Lightning Experience.


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