In Settings, go to Salesforce Sync and click "Connect": When prompted, login to Salesforce. We recommend having a Salesforce administrator connect, as other roles may not have the necessary permissions. 2. Configure your sync preferences By default, Autopilot will sync allSalesforce Leads, Contacts and Accounts.
- From your personal settings in Salesforce, search for Salesforce for Outlook. Then click View My Configuration.
- Select one of these options under Sync Direction for a particular object. Outlook to Salesforce —During its first sync, a record in Outlook creates or updates a record in Salesforce. ...
- Save your changes.
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.
How do I sync events between Microsoft calendarto Salesforce and Microsoft Exchange?
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.
How do you connect data between two Salesforce instances?
Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API. You can even seamlessly connect data between your Salesforce instances, no coding required.
What is the use of Salesforce connect?
Salesforce Connect Tightly integrate external data sources into your apps, giving employees a unified customer view, on any device. Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API.
How do I change the direction of an event sync in Salesforce?
To change field mappings between Salesforce and Exchange contacts, click Edit Field Mappings. Indicate the sync direction for your users' events. Indicate whether you want all Exchange events to sync to Salesforce, or only the events that your users select.
How do I set up 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.
How do I automatically sync emails in Salesforce?
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.
How do I Unsync Outlook from Salesforce?
In Outlook, select the contacts, events, and tasks you want to prevent from syncing.On the Outlook ribbon, click Categorize.Select the category Don't Sync with Salesforce . The items you categorized will stop syncing after the next sync cycle.
What is Salesforce Sync?
What Is Salesforce Sync? Lightning Sync is a built-in Salesforce sync feature that synchronizes data between Salesforce and your Google or Microsoft applications. It automatically syncs contacts and events to save time.
How do I turn off Lightning sync?
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 are my emails not syncing to Salesforce?
If a rep has trouble syncing between your email server and Salesforce, Salesforce admins can reset that rep's sync process. Resetting sync clears out and then restores the connections between a rep's email and calendar applications and Salesforce records.
How do I sync Salesforce 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.
How do I sync my Outlook contacts with Salesforce?
How do I enable contacts for sync in Salesforce for Outlook?From your personal settings, enter Salesforce for Outlook in the Quick Find box, then select Salesforce for Outlook.Click View My Configuration.Under the Sync Settings section, verify you have Contacts selected.
How do I change the sync settings for Salesforce Outlook?
From your personal settings in Salesforce, search for Salesforce for Outlook. Then click View My Configuration.Depending on your permissions, you can: Edit your email settings. Edit your sync settings. ... Save your changes. All changes take effect the next time your data syncs.
How do I delete a calendar sync in Salesforce?
From your personal settings, enter Salesforce for Outlook in the Quick Find box, then click View My Configuration. Review the sync direction setting for the contact, event, or (non-recurring) task that you want to delete. Delete the item in the system from which sync is flowing.
What is lightning sync in Salesforce?
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.
Salesforce Connect
Tightly integrate external data sources into your apps, giving employees a unified customer view, on any device. Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API.
External Services Wizard
Easily connect your Salesforce org to the external service of your choice using the External Service Wizard. Just supply some basic information, like the name of the service and its schema endpoint, and then the service will be available in Salesforce. Once connected, you can use drag-and-drop tools to add the service to an app.
Heroku Connect
Heroku Connect automatically synchronizes data between Heroku and your other Salesforce services, including the Lightning Platform. With Heroku Connect, your productivity apps built on Lightning can use services built on Heroku to deliver elasticity, data consolidation, and complex custom app architectures.
Platform Events and Change Data Capture
Our powerful events engine allows you to publish and subscribe to event streams that can be embedded into workflows inside Salesforce, as well as replicate data changes to downstream systems.
AppExchange
Not yet ready to build your own integration? Find pre-integrated apps on AppExchange. These partner apps offer connections into leading enterprise software systems. With millions of installs and reviews from other customers, you can find the app that matches your business needs best.
Multiple data sources? No problem
Learn how Salesforce enables organizations to build a unified view of their customers by uniting external and internal data across applications.
Data Integration from Salesforce
The Lightning Platform is unified and connected with robust APIs and services ready for data integration and system integration of back-office systems, communities, and more.