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Salesforce Exchange Sync User

Salesforce Exchange Sync User

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Sync Your Contacts and Events
with Lightning Sync
Salesforce Spring

salesforcedocs
Last updated February

Copyright salesforcecom inc All rights reserved Salesforce is a registered trademark of salesforcecom inc

as are other names and marks Other marks appearing herein may be trademarks of their respective owners

CONTENTS

Lightning Sync Keep Your Microsoft Items in Sync with Salesforce
Get Ready to Sync Events with Lightning Sync for Microsoft Exchange
Get Ready to Sync Contacts with Lightning Sync for Microsoft Exchange
Fix Sync Issues

LIGHTNING SYNC KEEP YOUR MICROSOFT ITEMS IN SYNC

WITH SALESFORCE

Keep your contacts and events in sync between your email system and Salesforce without installing
and maintaining software

EDITIONS

Your productivity increases when your administrator sets up your company to sync contacts and
events between your email server and Salesforce Thats because theres no need for you to duplicate
your work between the two systems Lightning Sync can sync contacts and events you create and
maintain whether youre at your desk or working remotely from your mobile device

Available to sync with
Salesforce Classic Lightning
Experience and the
Salesforce app

Depending on the settings your administrator selected Lightning Sync automatically syncs contacts
and events between your companys email system and Salesforce in both directions or one direction

Available to set up from
Salesforce Classic and
Lightning Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions with Sales Cloud
Service Cloud and Lightning
Platform

Your administrator can select more settings to define your sync experience Ask your administer about how youre set up to sync in these
cases
Are you syncing all calendar events or only the events you relate to Salesforce using Outlook Integration
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 beta in Lightning Experience

Lightning Sync for Microsoft Limitations
Currently Lightning Sync doesnt

Lightning Sync Keep Your Microsoft Items in Sync with
Salesforce

Sync tasks Admins can set up the Outlook integration app to let you work with Salesforce tasks from Outlook
Automatically remove contacts that you have deleted from your other calendar application
Sync recurring events repeating events created in Salesforce Classic
For additional limitations see Lightning Sync Considerations

GET READY TO SYNC EVENTS WITH LIGHTNING SYNC FOR

MICROSOFT EXCHANGE

You can choose which events sync from your Microsoft calendar application to Salesforce
If your administrator has set up Lightning Sync for Microsoft Exchange your events sync automatically
between your Microsoft calendar to Salesforce Events sync when you create or update them If
youve got many events your first sync could take some time
Admins decide in what direction your events sync between Salesforce and your Microsoft Exchange
server or just one way Ask your admin in which direction youre set up to sync so you know where
to update your events
Admins can select more settings to define your sync experience Ask your administer about how
youre 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
app

Prevent Personal Events from Syncing
You can prevent personal events from syncing with Salesforce in different ways
Create a separate calendar in your calendar application to keep track of your personal events
Lightning Sync is designed to sync only your primary Microsoft Exchange calendar to Salesforce
Ask your admin if your sync configuration is set up to sync private events If youre not syncing
private events you can assign your personal events with the Private option from your
calendar application and those events wont sync with Salesforce
For example you can mark an event as private from Microsoft Outlook like this

EDITIONS

Available to sync with
Salesforce Classic Lightning
Experience and the
Salesforce app
Available to set up from
Salesforce Classic and
Lightning Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions with Sales Cloud
Service Cloud and Lightning
Platform

USER PERMISSIONS

To sync events from your
calendar to Salesforce

Create on events AND

An active Lightning Sync
configuration

GET READY TO SYNC CONTACTS WITH LIGHTNING SYNC

FOR MICROSOFT EXCHANGE

Learn how to sync contacts between your companys email application and Salesforce using
Lightning Sync

EDITIONS

After your administrator initiates contacts sync for you Lightning Sync creates a folder in your email
application called SalesforceSync You can find the SalesforceSync folder under
your contacts directory Any contacts that have synced from Salesforce to your email application
are in SalesforceSync Dont rename move or delete the SalesforceSync folder
or syncing between Salesforce and your email application stops

Available to sync with
Salesforce Classic Lightning
Experience and the
Salesforce app

Ask your administrator which direction youre set up to sync
If youre set up to sync from Salesforce to your email application only syncing is already in
progress and you dont have to do anything else Soon you can access your Salesforce
contacts directly from your email application
If youre set up to sync from your email to Salesforce or to sync both ways its time to move
the contacts that you want to sync into the SalesforceSync folder
In your email application select the contacts you want to sync You can select multiple contacts
at a time

Available to set up from
Salesforce Classic and
Lightning Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions with Sales Cloud
Service Cloud and Lightning
Platform

USER PERMISSIONS

To sync contacts both ways
Read and Edit on
contacts and Read on

accounts AND contact

sync direction set to Sync
both ways in Lightning
Sync configurations
To sync contacts from
Salesforce to Exchange

Read on contacts AND

contact sync direction set
to Salesforce to
Exchange in Lightning
Sync configurations
To sync contacts from
Exchange to Salesforce

Create on contacts AND

contact sync direction set
to Exchange to
Salesforce in Lightning
Sync configurations

Movedo not copyyour selected contacts to the folder SalesforceSync If you copy
your contacts you get duplicates which are a hassle
The contacts you move to the SalesforceSync folder begin to sync every few minutes If you move numerous contacts to
SalesforceSync your first sync can take some time

FIX SYNC ISSUES

If you have trouble syncing between your email application and Salesforce using Lightning Sync
ask your Salesforce administrator to reset your sync process Resetting clears out and then restores
the connections between the records in your email and calendar application and your records in
Salesforce
To reset sync for your contacts make sure your SalesforceSync folder in your email
application contains only the contacts you want to sync with Salesforce
To reset sync for your events make sure the events that you dont want to sync are assigned
the Private option in your calendar application
Ask your Salesforce administrator to reset your sync process

EDITIONS

Available to sync with
Salesforce Classic Lightning
Experience and the
Salesforce app
Available to set up from
Salesforce Classic and
Lightning Experience
Available in Professional
Enterprise Performance
Unlimited and Developer
Editions with Sales Cloud
Service Cloud and Lightning
Platform

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