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Which objects can be synced from a client email using lightning sync?

a. Contacts and Leads
b. Opportunities and Cases
c. Accounts and Activities
d. Custom Objects and Dashboards

User Macshome
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2 Answers

4 votes

Final Answer:

Lightning Sync enables the synchronization of account and activity information between a user's email client and Salesforce. This integration ensures a seamless flow of data, enhancing efficiency in managing accounts and associated activities within the Salesforce platform.

c. Accounts and Activities

Step-by-step explanation:

Lightning Sync is a Salesforce feature that allows users to sync contacts and events between their email and Salesforce. In this context, the correct answer is option c – Accounts and Activities. Lightning Sync enables the synchronization of information related to accounts and activities between a user's email client and their Salesforce instance.

In Salesforce, an "Account" represents an organization or company, while "Activities" encompass a range of actions, such as tasks and events, associated with these accounts. Therefore, the syncing of Accounts and Activities through Lightning Sync ensures that crucial information about organizations and related activities is seamlessly integrated between the user's email system and Salesforce. This integration enhances efficiency and provides a unified view of customer interactions.

By selecting the correct option, users can maximize the benefits of Lightning Sync, ensuring that relevant data regarding accounts and associated activities are kept up-to-date and easily accessible. This targeted synchronization is particularly valuable in sales and customer relationship management, where having a consolidated view of account-related activities contributes to informed decision-making and streamlined communication.

User Vela
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8.3k points
4 votes

Final Answer:

Contacts and Leads an be synced from a client email using lightning sync. Thus the correct option is A. Contacts and Leads.

Step-by-step explanation:

Lightning Sync is a Salesforce feature that facilitates the synchronization of data between Salesforce and a client's email system. In this context, the correct answer is (a) Contacts and Leads. Lightning Sync primarily focuses on syncing Salesforce's Contacts and Leads with corresponding email records.

This synchronization ensures that crucial customer information, such as contact details and potential sales leads, remains updated and accessible across both platforms. Salesforce users can leverage this feature to streamline communication and maintain a unified view of customer interactions.

In Salesforce, Contacts and Leads are fundamental components of managing customer relationships. Contacts represent individuals associated with an account, while Leads represent potential sales opportunities.

The synchronization of these entities with a client's email system through Lightning Sync enhances efficiency by eliminating the need for manual data entry and reducing the risk of data inconsistencies. By choosing the correct option (a), users can maximize the benefits of Lightning Sync in optimizing their workflow and improving overall customer relationship management.

In conclusion, the Lightning Sync feature is tailored to sync Contacts and Leads seamlessly between Salesforce and a client's email system. This targeted synchronization ensures that critical customer data is consistently updated, fostering a more efficient and integrated approach to customer relationship management within the Salesforce ecosystem.

Thus the correct option is A. Contacts and Leads.

User Underyx
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