Can I Sync Salesforce Contacts With iPhone? If So, Then How?
So, thinking to sync Salesforce Contacts with iPhone but don’t know where to start or what to do?
Well, this is really a risky task as it’s about transferring your crucial business contacts information and you cannot afford to compromise. Moreover, there’s always a treat to Salesforce Security while performing such migration.
But, do get nervous. We cover you. In this technical guide, we will show you how to sync Salesforce Contacts with iPhone with the help of a simple and 100% effective solution.
Before starting
There are some important points you must know before starting sync Salesforce Contacts with iPhone process:
- You have to export all the Salesforce Contacts as there is no option to select only desired contacts and then export them only.
- Your Salesforce account will export contacts into XLS or CSV file format and you have to convert this XLS/CSV into vCard v3.0 or v4.0 as iPhone supports vCard file format only.
- The exported XLS/CSV will comprise various contact fields, so make sure the Contacts CSV you have exported, comprise entire contact information and formatted well before converting it into vCard file format.
Sync Salesforce Contacts with iPhone
First of all, you need to export contacts from your Salesforce account and below is how to do that:
- Open your Salesforce account and click on the Reports menu. Select New Report
- Expand Accounts & Contacts option and select Contacts & Accounts >> Create
- In preview wizard, eliminate Salutation, Title, Mailing Addresses, Mobile, Account Name, etc. Hit the Run Report button once all the contact fields are selected
- Click Export Details to initiate sync Salesforce Contacts with iPhone
- Click on Export and all your Salesforce Contacts will get exported to XLS or CSV (whatever the file format you have selected) and will be saved on your local machine
- Now, if you are using Windows computer to import Salesforce Contacts to iPhone, then download Excel to iPhone Contacts Converter on your Windows machine
- Click on the Browse button and add the Salesforce Contacts XLS or CSV file to the software
- The software will preview CSV or XLS file contacts along with entire contact fields. Check if contact file seems fine and if so, then click Next
- Select a contact column from Excel Fields section and map it with appropriate vCard Field and follow the same step to map all Salesforce Contact Fields with vCard fields. Once done with mapping, hit the Next button
- From the next screen, select vCard v3.0 or v4.0 and check Create Single vCard for All Contacts, Import Empty Email Addresses options. Click Browse, select a destination location for the resultant vCard file and click Convert
- All the Salesforce Contacts will get converted into vCard file format right after this and you’re ready to sync Salesforce Contacts with iPhone
- To do so, compose a new mail and attach the converted vCard to the email
- Send this mail to the email account configured with your iPhone
- Open this mail on your iPhone and click on the attached Card
- Select Contacts app to open the file
Right after this, you will find that all your Salesforce Contacts will get synchronized with iPhone Address Book
Salesforce Contacts to iPhone process get done!
Related article: Import Salesforce contacts to Outlook 2019
Wrapping Things Up!
How to sync Salesforce Contacts to my iPhone is still a big issue among users because both of these platforms are different and use different file types to save the contact information. In order to resolve this issue, we have come up with this detailed guide. Here we have disclosed a step-by-step solution to sync Salesforce Contacts with iPhone. The solution given here is secure, safe, and actually working. So, from now on sync contacts from Salesforce to iPhone is no more a tough task for the users.