Tell Reps How to Sync Microsoft® Contacts with Salesforce

If you’ve set up reps to sync contacts from only Salesforce to Microsoft Exchange, you can skip this step: Reps’ contacts and events are already syncing.

Reps set up to sync contacts from Exchange to Salesforce or sync both ways can kick off sync by choosing which Microsoft contacts sync to Salesforce. If you’ve set up reps to sync both ways, we recommend that you or your reps create relevant Salesforce accounts before you roll out contact sync. Otherwise, if reps don’t resolve unmatched Salesforce contacts before the next sync cycle, Lightning Sync removes the company from Microsoft contacts.

After you define reps’ sync settings by adding them to active Lightning Sync configurations, Lightning Sync creates a folder called Salesforce_Sync within each reps’ email account. Lightning Sync nests Salesforce_Sync within reps’ Contacts directories.

Reps choose the contacts that sync by moving those contacts into the Salesforce_Sync folder. When reps can see and access the Salesforce_Sync folder in their email application, they can start moving contacts into it.

Note Contact sync doesn’t support Outlook categories, so contacts labeled with a Salesforce_Sync category that don’t exist in a contacts subfolder of the same name don’t sync with Salesforce. To avoid this issue, disable contact categories and select the Salesforce_Sync folder for new contacts in Outlook. See EAC - New Contacts Created In Outlook with ‘Salesforce_Sync’ Category Do Not Sync to Salesforce.