Considerations for Changing Accounts on Contacts That Are Enabled for Portals | Salesforce
Consider key points before you change the account on contacts that are enabled for portals.
|Available in: Salesforce Classic|
|Available in: All Editions|
- External users can access their own cases and opportunities from their previous accounts.
- You can transfer contacts that are enabled for a partner portal only to accounts that are enabled for a partner portal.
- Contacts’ portal roles are automatically updated to match the name of the account that they’re transferred to (unless they’re high-volume customer users, which don’t have roles). For example, the portal role “Account A Customer User” becomes “Account B Customer User” (because a portal role’s name includes the name of the account that it’s associated with). Portal roles are unique to each account and are located under the account owner’s role in your Salesforce org’s role hierarchy.
- When you transfer portal users between accounts, the portal users’ roles are updated, so when you transfer a partner user to another account:
- Opportunities on each account are recalculated through your Salesforce org’s forecast hierarchy.
- Opportunities that the partner user owns remain in the previous account.
- Delegated partner user administrators and delegated customer user administrators can update portal users on accounts that they’re transferred to.