---
schema_version: "1"
id: 0c164141658e97f0629ef6fde6abe48c3a8772f0580ccca5f4b176cbac50a6f6
title: Tell Reps How to Sync Microsoft® Contacts with Salesforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/exchange_sync_admin_prepare_user_contacts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.exchange_sync_admin_prepare_user_contacts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eae243fd2d74f1ec1c051501d3ca716a48f61369aed62723847a603c3fdf2cf9
description: It’s time for Salesforce admins to tell their sales reps to manage the Microsoft contacts that reps want to sync with Salesforce.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Tell Reps How to Sync Microsoft® Contacts with Salesforce

It’s time for Salesforce admins to tell their sales reps to manage the Microsoft contacts that reps want to sync with Salesforce.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available to sync records from: Salesforce Classic, Lightning Experience, and the Salesforce mobile app</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available to set up from: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Sales Cloud, Service Cloud, and Lightning Platform</td></tr></tbody></table>

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

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](https://issues.salesforce.com/issue/a028c00000j5kg9AAA/eac--new-contacts-created-in-outlook-with-salesforce_sync-category-do-not-sync-to-salesforce).