Sync Your Contacts And Events With Lightning Sync
Sync Your Contacts and Eventswith Lightning SyncSalesforce, Winter ’22@salesforcedocsLast updated: July 21, 2021
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CONTENTSLightning Sync: Keep Your Microsoft Items in Sync with Salesforce . . . . . . . . . . . . . . . 1Get Ready to Sync Events with Lightning Sync for Microsoft Exchange . . . . . . . . . . . . 3Get Ready to Sync Contacts with Lightning Sync for Microsoft Exchange . . . . . . . . . . . 5Fix Sync Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
LIGHTNING SYNC: KEEP YOUR MICROSOFT ITEMS IN SYNCWITH SALESFORCEKeep your contacts and events in sync between your email system and Salesforce without installingand maintaining software.Important: Starting in Winter ’21, Lightning Sync isn’t available to new Salesforce customers.Einstein Activity Capture is our long-term solution for syncing contacts and events betweenMicrosoft or Google applications and Salesforce. With Einstein Activity Capture, you benefitfrom productivity-boosting features beyond sync. Plus, we continue to enhance features andavailability to deliver an enterprise solution to meet your email integration needs. To learnabout the latest enhancements and when they come available, keep an eye on the Salesforcerelease notes.Your productivity increases when your administrator sets up your company to sync contacts andevents between your email server and Salesforce. That’s because there’s no need for you to duplicateyour work between the two systems. Lightning Sync can sync contacts and events you create andmaintain, 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 eventsbetween your email application and Salesforce. Items can sync in both directions, or one direction.EDITIONSSync available in: SalesforceClassic (not available in allorgs), Lightning Experience,and the Salesforce mobileappSet up available in:Salesforce Classic (notavailable in all orgs) andLightning ExperienceAvailable in: Professional,Enterprise, Performance,Unlimited, and DeveloperEditions with Sales Cloud,Service Cloud, and LightningPlatformYour administrator can select more settings to define your sync experience. Ask your administer about how you’re set up to sync in thesecases: 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?1
Lightning Sync: Keep Your Microsoft Items in Sync withSalesforceLightning Sync for Microsoft LimitationsCurrently, Lightning Sync doesn’t: Sync tasks. Instead, admins can set up the Outlook integration 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 cansync event series (repeating events created in Lightning Experience). Automatically remove deleted contacts from the other application.See Lightning Sync Considerations for more details.2
GET READY TO SYNC EVENTS WITH LIGHTNING SYNC FORMICROSOFT EXCHANGEUSER PERMISSIONSTo sync events both ways:EDITIONSRead and Edit on eventsANDEvent sync direction set to Sync both ways inan active Lightning Sync configurationTo sync events from Salesforce to Exchange: Read on eventsANDEvent sync direction set to Salesforce toExchange in an active Lightning SyncconfigurationTo sync events from your calendar toSalesforce:Create on eventsANDEvent sync direction set to Exchange toSalesforce in an active Lightning Syncconfiguration*Sync available in: SalesforceClassic (not available in allorgs), Lightning Experience,and the Salesforce mobileappSet up available in:Salesforce Classic (notavailable in all orgs) andLightning ExperienceAvailable in: Professional,Enterprise, Performance,Unlimited, and DeveloperEditions with Sales Cloud,Service Cloud, and LightningPlatform*If admins enable the Automatically relateevents to Salesforce records option in auser’s sync configuration, users should alsohave Read on contacts and leads to takeadvantage of that feature.You can choose which events sync from your Microsoft calendar application to Salesforce.Important: Starting in Winter ’21, Lightning Sync isn’t available to new Salesforce customers. Einstein Activity Capture is ourlong-term solution for syncing contacts and events between Microsoft or Google applications and Salesforce. With Einstein ActivityCapture, you benefit from productivity-boosting features beyond sync. Plus, we continue to enhance features and availability todeliver an enterprise solution to meet your email integration needs. To learn about the latest enhancements and when they comeavailable, keep an eye on the Salesforce release notes.If your administrator has set up Lightning Sync for Microsoft Exchange, your events sync automatically between your Microsoft calendarto Salesforce. Events sync when you create or update them. If you’ve 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 youradmin in which direction you’re 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 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)?3
Get Ready to Sync Events with Lightning Sync for Microsoft ExchangePrevent Personal Events from SyncingYou can prevent 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 synconly your default Microsoft Exchange calendar to Salesforce. Ask your admin if your sync configuration is set up to sync private events. If you’re not syncing private events, you can assign yourpersonal events with the Private option from your calendar application, and those events won’t sync with Salesforce.For example, you can mark an event as private from Microsoft Outlook like this.Respond to Event Invitations from Your Microsoft CalendarYour responses to event invitations don’t sync from Salesforce to your Microsoft Exchange-based calendar. To avoid overwriting yourattendance status, learn where is best to accept and decline event invitations based on your sync direction.4
GET READY TO SYNC CONTACTS WITH LIGHTNING SYNCFOR MICROSOFT EXCHANGE5
Get Ready to Sync Contacts with Lightning Sync for Microsoft ExchangeLearn how to sync contacts between your company’s email application and Salesforce usingLightning Sync.Important: Starting in Winter ’21, Lightning Sync isn’t available to new Salesforce customers.Einstein Activity Capture is our long-term solution for syncing contacts and events betweenMicrosoft or Google applications and Salesforce. With Einstein Activity Capture, you benefitfrom productivity-boosting features beyond sync. Plus, we continue to enhance features andavailability to deliver an enterprise solution to meet your email integration needs. To learnabout the latest enhancements and when they come available, keep an eye on the Salesforcerelease notes.Note: If you’re set up to sync both ways, we recommend that you or your admin createrelevant Salesforce accounts before rolling out contact sync. Otherwise, if you don’t resolveunmatched Salesforce contacts before the next sync cycle, Lightning Sync removes thecompany from the Microsoft contact.After your administrator initiates contacts sync for you, Lightning Sync creates a folder in your emailapplication called Salesforce Sync. You can find the Salesforce Sync folder underyour contacts directory. Any contacts that have synced from Salesforce to your email applicationare in Salesforce Sync. Don’t rename, move, or delete the Salesforce Sync folder,or syncing between Salesforce and your email application stops.1. Ask your administrator which direction you’re set up to sync. If you’re set up to sync from Salesforce to your email application only, syncing is already inprogress, and you don’t have to do anything else. Soon you can access your Salesforcecontacts directly from your email application. If you’re set up to sync from your email to Salesforce or to sync both ways, it’s time to movethe contacts that you want to sync into the Salesforce Sync folder.2. In your email application, select the contacts you want to sync. You can select multiple contactsat a time.EDITIONSSync available in: SalesforceClassic (not available in allorgs), Lightning Experience,and the Salesforce mobileappSet up available in:Salesforce Classic (notavailable in all orgs) andLightning ExperienceAvailable in: Professional,Enterprise, Performance,Unlimited, and DeveloperEditions with Sales Cloud,Service Cloud, and LightningPlatformUSER PERMISSIONSTo sync contacts both ways: Read and Edit oncontactsANDRead on accounts, ANDcontact sync direction setto Sync both ways in anactive Lightning SyncconfigurationTo sync contacts fromSalesforce to Exchange: Read on contactsANDContact sync directionset to Salesforce toExchange in an activeLightning SyncconfigurationTo sync contacts fromExchange to Salesforce: Create on contactsANDContact sync directionset to Exchange toSalesforce in an activeLightning Syncconfiguration6
Get Ready to Sync Contacts with Lightning Sync for Microsoft Exchange3. Move—do not copy—your selected contacts to the folder Salesforce Sync. If you copy your contacts, you get duplicates,which are a hassle!The contacts you move to the Salesforce Sync folder begin to sync every few minutes. If you move numerous contacts toSalesforce Sync, your first sync can take some time.7
FIX SYNC ISSUESIf 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 restoresthe connections between the records in your email and calendar application, and your records inSalesforce.1. To reset sync for your contacts, make sure your Salesforce Sync folder in your emailapplication contains only the contacts you want to sync with Salesforce.2. To reset sync for your events, make sure the events that you don’t want to sync are assignedthe Private option in your calendar application.3. Ask your Salesforce administrator to reset your sync process.EDITIONSSync available in: SalesforceClassic (not available in allorgs), Lightning Experience,and the Salesforce mobileappSet up available in:Salesforce Classic (notavailable in all orgs) andLightning ExperienceAvailable in: Professional,Enterprise, Performance,Unlimited, and DeveloperEditions with Sales Cloud,Service Cloud, and LightningPlatform8
Microsoft or Google applications and Salesforce. With Einstein Activity Capture, you benefit from productivity-boosting features beyond sync. Plus, we continue to enhance features and . Create a separate calendar in your calendar application to keep track of your personal events. Lightning Sync is designed to sync
Flash Red Green Confirm Sync a. SYNC MODE: ENTER SYNC MODE: Press Button 1 for 2 seconds to enter SYNC MODE release when the VIP Sr. beeps 2 times. After the release LED 1 will begin to FLASH GREEN. The VIP Sr. is now ready to have wireless devices synced. To sync a device tap the red SYNC button on the underside of each device,
The Microsoft Azure SQL Data Sync plug-in on the Microsoft Azure Silverlight portal has been decommissioned. Going forward, use the Microsoft Azure Management portal, for Azure SQL Data Sync. You access SQL Data Sync (Preview) via the SYNC tab under SQL Database at the Microsoft Azure Management portal. The SYNC tab is only available when you .
Before Salesforce admins roll out Lightning Sync, admins can address these guidelines to avoid overwriting event data during certain sync scenarios. If sales reps fall into one of the scenarios outlined in Considerations for Syncing Events from Your Calendar Application to Salesforce Only, admins can follow these guidelines to set up reps for
your QuickBooks Online Sync app is a one-time, set and then forget it effort. Follow the steps below to configure your Quickooks Sync Step 1: Grant Access to the QuickBooks Online Sync App The first step in setting up your sync configuration is to define which Office Timesheets users can access the QuickBooks Online Sync App for Office .
There are several ways you can add contacts to your phone. Online accounts Log in to your online accounts to import contact information. Phone contacts Create and store contacts directly in your phone. SIM card Copy your SIM contacts to your phone. Outlook (Exchange ActiveSync ) Sync your work contacts with Outlook (Exchange ActiveSync).
Use this button if you already have a Golfshot account. Course Sync Regions In order to have access to the GPS information and scorecards for mapped courses you must sync with the Country or State region where your course is located. To sync: Open Golfshot Account Course Sync Regions turn your country or state to ON Save Sync Golfshot .
MobileConnect for iPhone User Guide 4 Contacts The Contacts list in Chat tab can contain different types of contacts as follows: Presence-enabled contacts Non presence-enabled contacts Any contact can be marked as a favorite and it appears at the top of the Contacts list in the Favorites section. Presence-enabled contacts are users with an Extensible Messaging and Presence Protocol .
27 Science Zoology Dr. O. P. Sharma Amrita Mallick Full Time 18/2009 11.06.2009 Evaluation of Genotxic Effects & Changes in Protein Profile in Muscle Tissue of Freshwater Fish Channa Punctatus Exposed to Herbicides Page 3 of 10. Sl. No. Faculty Department Name of the supervisor Name of the Ph.D. Scholar with Aadhar Number/Photo ID Mode of Ph.D. (Full Time/Part-Time) Registration Number Date of .
