Add Email to Person Accounts as Accounts Using Salesforce for Outlook Side Panel

Configure Outlook Settings for Person Accounts

To change how emails are associated with Person Accounts in the Salesforce for Outlook side panel, follow these steps:
Step 1: Navigate to Outlook Configurations

• In Salesforce Classic: Click Setup | Administer | Desktop Administration | Outlook Configurations.
• In Lightning Experience: Click the gear icon, then Setup. In the Quick Find box, search for Outlook Configuration. Click Outlook Configurations under Email.

Step 2: Edit the Outlook Configuration

1. Click the name of the Outlook Configuration you want to update.
2. Click Edit.
3. Select the option Associate to Person Accounts as Accounts.
4. Click Save.

Note: If you do not see the "Associate to Person Accounts as Accounts" option, verify that:

• Person Accounts is enabled and configured in your org.
• The checkbox for the Salesforce for Outlook side panel is selected under Data Settings.