Explain that Stuff: Salesforce Lightning Sync

Monday, October 26, 2020

Salesforce Lightning Sync

Salesforce to Exchange sync status is not displayed despite setting as both direction 5. Events are either taking up to 12 hours to sync or not syncing at all compared to SFO where events sync in minutes.

Sync And Data Set Configuration For Lightning Sync And Salesforce For Outlook

Create a new configuration which has only profile base assignment as both direction 3.

Salesforce lightning sync. Lightning Sync for Google Syncing contacts and events between your Google applications and Salesforce increases productivity. Lightning Sync will synchronize Contacts and Events between Salesforce and either Microsoft Exchange or Google Gmail and can. Configuration Setup User assigned to active Lightning Sync configuration.

Ad Free membership to the largest CRM networking group in the call center industry. Login to your Salesforce Customer Account. Contacts Salesforce Sync Group found in Google Contacts--- Salesforce and Google Enterprise account linkedLinking Salesforce to Google sync statusNot started Google to Salesforce sync statusNot started Records synced in last 24 hours0 Records in sync.

Lightning Contact Sync runs and scans every contact with matching email addresses to see if the contact exists in both environments of Salesforce and MicrosoftGoogle. If configured Lightning Sync will also sync Contacts between Salesforce and Exchange or G Suite. Our recommended best practice is to setup your contact sync one way from Salesforce to Outlook allowing changes made in Salesforce to be reflected to the contacts in Outlook.

In addition Lightning Sync has a setting where you can select which events in GCal sync to Salesforce via the Log Event button in the side panel. We recently switched from Salesforce to Outlook to Lightning Sync and the majority of our users are experiencing severely degraded performance. Actually the created event on Salesforce is not synced to Office365.

If these events were synced months ago and were synced via Salesforce for Outlook it is working as designed In time the problem will be solved since you only have new events synced by the new lightning for outlook integration and then it will work. Relevant Results on topwebanswers. Salesforce for Outlook is not affected by the sync settings of the Lightning sync.

We continue to introduce improvements to Einstein Activity Capture based on the needs we hear from customers like you. You can find the folder under your contacts directory. Salesforce Customer Secure Login Page.

It is equally important to distinguish what is not being deprecated namely the Lightning for Gmail side panel. This tool does one thing it syncs your calendar from Exchange or G Suite to Salesforce. In setup quick find type sync go to either Gmail Integration And Lightning Sync or Outlook Integration And Lightning Sync from there disable the Lightning sync.

Lightning Sync also syncs items whether youre working from your desk or from your mobile device using Salesforce1. To see when new features are available stay tuned to the Salesforce Release Notes. I am trying to Test Outlook Integration And Lightning Sync with my private MS office 365not work or school I selected OAuth 20 in Salesforce Lightning Sync setting and try to login to get back tenant ID.

User recognized by Google service account. It can also coexist with Salesforce for Outlook however it is typically not necessary. Thats because Lightning Sync eliminates the need to duplicate work between the two applications.

Thats because when you make an update to a contact in Gmail it syncs to Salesforce automatically. Run Check Status on User Sync Status page 4. Unmatched Salesforce contacts before the next sync cycle Lightning Sync removes the company from the Microsoft contact.

Lightning Sync formerly Exchange Sync is a background synchronization tool that works hand-in-hand with Lightning for Outlook. Ad Find Crm Sales. Ad Free membership to the largest CRM networking group in the call center industry.

That way youre not bringing over your dentist appointments into Salesforce. With Lightning Sync for Google you can rest assured that not only your calendar events stay synced with Salesforce but your contacts do as well. Weve already had to switch many of our users back to SFO.

Ad Find Crm Sales. Relevant Results on topwebanswers. Setup Lightning Sync for Exchange 2.

Or if that contact information is updated in Salesforce it will sync automatically to your Gmail. After your administrator initiates contacts sync for you Lightning Sync creates a folder in your email application called Salesforce_Sync. The setting is located in the Lightning Sync section of the Outlook Integration and Sync page in Salesforce setup.

Similar to Lightning for OutlookGmail Lightning Sync is a toolset already included with your Salesforce licenses. However this is what I get when I check the status for any of my salesforce users.

How To Integrate Salesforce With Gmail Lightning Sync For Google