Sync Person Accounts with Microsoft® Contacts

To help reps who use person accounts work quickly and efficiently, keep data on customers and prospects in sync between their Salesforce and Microsoft contacts. That way, reps no longer have to maintain contact records in both systems. This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce app.

Here’s how it works. First, work with your Microsoft admin to set up Lightning Sync. If you’ve enabled person accounts in Salesforce, reps’ person accounts sync to their Microsoft contacts.

Next, let your reps know how person accounts sync with Microsoft based on the sync directions you’ve selected. For example, if reps are syncing both ways or from Exchange to Salesforce, have reps create person accounts in Salesforce only. That’s because Microsoft doesn’t have person accounts, so new contacts created from applications like Outlook sync to Salesforce as contacts instead.