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            Considerations for Changing the Account for Contacts

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            Considerations for Changing the Account for Contacts

            Consider key points before changing the account that’s associated with a contact.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: all editions
            Note
            Note If the contact has a parent account, and the organization-wide default is Controlled by Parent, Edit access on the account is required to edit the contact.
            • If any of the following are true, you can change the account that’s associated with a contact.
              • You have access to the contact, and you’re the owner of the target account or the manager of the owner in the role hierarchy.
              • You’re the owner of the contact, or you have access to the contact, and you have access to the target account.
              • You’re an admin.

              If you don’t meet any of these conditions, contact your admin to change the associated account.

            • If you change the Account Name field:
              • Cases and opportunities that are associated with the contact remain associated with the previous account and don’t roll up to the new account.
              • New cases and opportunities that are created for the contact are associated with the new account.
            • If the contact’s associated account is enabled for Experience Cloud sites, to change the account to an account that’s not yet enabled for Experience Cloud sites, you must have either the Manage External Users or Manage Users permission. To change the contact’s associated account to an account that’s already enabled for Experience Cloud sites, you must have either the Manage External Users, Manage Users, or Manage Roles permission.

            See Also

             
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