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How to export contacts from outlook to salesforce
How to export contacts from outlook to salesforce








how to export contacts from outlook to salesforce

Note you will not see a Contact Group that you saw on your computer called Salesforce Sync. Ensure that your Google account is checked. There is not a great way to automate this, so you might have to do this every so often in your browser when in Google Contacts/Gmail.įinally, go to Contacts by clicking on the phone icon with your iPhone and click on Groups in the upper left. Note that all Salesforce Contacts need to be a member of the ‘My Contacts’ Contact Group in Google to sync down to your iPhone.

how to export contacts from outlook to salesforce

Now, your Contacts from Salesforce will sync to your iPhone. Click the checkbox at the top of the page to select all, then click on the icon of three people and apply the ‘My Contacts’ Contact Group to your Salesforce Sync Contacts.

how to export contacts from outlook to salesforce

Select the ‘Salesforce Sync’ Contact Group (this Contact Group should have automatically been created when you installed Lightning Sync), from the Contact Groups menu on the left side of the page. First, you need to navigate to your Contacts while in Gmail on a computer. Ensure that Salesforce_Sync is checked so those Contacts are visible in your address book. I think the easiest is just clicking the phone icon and then selecting Contacts in the bottom-middle of the screen. There are a few different ways to access your Contacts on your iPhone. Groups interface of the iPhone showing the Salesforce_Sync group checked for an Exchange account










How to export contacts from outlook to salesforce