Person Account Sync

Available in: Salesforce Classic, Lightning Experience, and all versions of the Salesforce app

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

If you use person accounts, your admin can keep data on customers and prospects in sync between Salesforce and your Google or Microsoft contacts. That way, you no longer have to maintain contact records in two systems.

Here’s how it works. If admins enable person accounts in Salesforce, your person accounts match and sync with your Google Contacts or Microsoft contacts.

If you’re set up to sync person accounts both ways, from Google to Salesforce, or from Exchange to Salesforce, create person accounts in Salesforce only. That’s because Google Contacts and Microsoft applications like Outlook don’t have person accounts, so new contacts created from those applications sync to Salesforce as contacts instead. So creating person accounts from Salesforce only keeps your company’s contact and prospect data neat and tidy for your colleagues.

To match person accounts and contacts, Lightning Sync compares the Salesforce First Name and Last Name fields to the Google or Outlook Company field. After person accounts are matched for sync, changes to First Name, Last Name, and Company don’t sync between applications.

Other than the explicitly stated differences, person accounts sync like contacts do. See Contact Sync.