This guide will walk you through how to sync the contacts in your Outlook with your iPhone Address Book. Salesforce contacts can be synced to Outlook contact folder via Lightning Sync. These newly synced Salesforce Contacts in Outlook can then be synced to your iPhone Address Book. Afterward, incoming phone calls from a synced Salesforce contact will be recognized by the user's iPhone. The iPhone will present user with the Salesforce Contact’s Name, Company and Title on the incoming call.
Lightning Sync Contacts folder in Outlook
Once Lightning Sync is successfully set up between Salesforce and your Microsoft Exchange server then a “Salesforce_Sync” contact folder will automatically be created in your Contact tab in Outlook.
Please note: User’s contacts that are synced from Salesforce to Microsoft Exchange server will be located in the Salesforce_Sync contact folder. Contacts that are synced in the Salesforce_Sync folder can be synced to user’s iPhone Address Book. If a user edits an Outlook contact then the changes will reflect in the contacts from your iPhone Address Book and vise versa.
From your Outlook app:
Click into your Contacts tab.
Click Salesforce_Sync subfolder under Your contacts folder.
Make sure these contacts are your desired synced Salesforce contacts and are the intended contacts you want to sync to your iPhone Address Book.
Add Outlook Account to iPhone
We will first add your Microsoft Exchange Outlook account to your iPhone.
From your iPhone:
Click Accounts and Passwords.
Click Add Account.
Select your Microsoft Exchange email account.
Sign in with your email account username and password.
Sync Outlook Contacts with iPhone
Make sure you have already added your Microsoft Exchange Outlook account to your iPhone.
From your iPhone:
Navigate to Settings on your iPhone.
Click into App & Website Passwords.
Click into your Exchange account.
Enable Contacts.
Filter Outlook Contacts with iPhone Address Book
You can filter your iPhone address book to only present you with relevant contacts that are synced from Outlook.
From your iPhone:
Click into Contacts Address Book icon.
Click Groups.
Click All Exchange.
Click Done.
You have successfully synced your Outlook contacts with your iPhone and filtered the contacts in your iPhone Address Book!