Short answer
Moving from Lightning Sync to Einstein Activity Capture (EAC) replaces Salesforce's retiring Outlook and Exchange sync with EAC, which captures email and calendar activity through Microsoft Graph as Microsoft retires Exchange Web Services. The move needs planning because EAC stores and reports activity differently.
Why firms make this move
Lightning Sync relied on Exchange Web Services, which Microsoft is retiring. Einstein Activity Capture is Salesforce's replacement. Firms need to configure EAC, decide what is captured and logged to records, check visibility settings, and confirm that compliance archiving still captures what it should.
What moves
- Email and calendar sync configuration
- Sharing and visibility settings
- Logging rules so key activity appears in reports
- User permission sets and connections
How the data maps
| From | To |
|---|---|
| Lightning Sync configuration | EAC configuration |
| Synced events | EAC captured events |
| Logged emails | Logged-to-record emails |
What to watch out for
- Captured emails missing from standard reports
- Users missing permission sets
- Archiving and supervision coverage
- Shared mailboxes and delegates
How Vantage Point runs the migration
- Review current sync and reporting needs
- Configure EAC and Microsoft Graph connection
- Pilot with a small group
- Roll out and decommission Lightning Sync
Typical timeline
Typically 2 to 4 weeks.
Frequently asked questions
Why don't EAC emails show in reports?
EAC stores captured emails outside standard objects unless you enable logging to records.
Is Lightning Sync really going away?
Yes. Salesforce is retiring Lightning Sync and Microsoft is retiring the Exchange Web Services it depends on.