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Manage Users and Data Access
Upgrade a Contactless User to a Community License

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Upgrade a Contactless User to a Community License

Upgrade contactless users with an External Identity license to a community license to give them more access to your Experience Cloud sites. To upgrade a contactless user, you must first assign the user a contact.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To add a contact to a contactless user: Manage User OR Manage External User OR Edit Self-Service User
Note
Note The contactless users feature is available only with the External Identity license, which enables access to the Salesforce Customer Identity product.
  1. To add contact information to a contactless user, update the user’s record with Apex, SOAP API, Bulk API, or Bulk API 2.0. 
    
    Account a = [SELECT Id FROM Account WHERE Id = '001xx000003DIyf'];
    Contact c = new Contact();
    c.FirstName = 'Sarah’;
    c.LastName = 'John';
    c.AccountId = a.id;
    insert c;
    User u =  [SELECT Id FROM User WHERE Id = ‘005xx000001TLlf’];
    u.ContactId=c.id;
    update u;
  2. To upgrade to a community license, from Setup, enter Users in the Quick Find box, then select Users.
  3. Next to the user you want to upgrade, click Edit.
  4. Select a community license and profile for the user.
  5. Optionally, specify a new profile and role.
  6. Save your changes.
 
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