Loading
Salesforce now sends email only from verified domains. Read More
Identify Your Users and Manage Access
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Manage Sites with Contactless Users

            You are here:

            1. Salesforce Help
            2. Docs
            3. Identify Your Users and Manage Access

            Manage Sites with Contactless Users

            The contactless users feature provides flexibility and efficiency in managing your customer and partner user data. You can maintain a lightweight directory of these types of user records to preserve community licenses. And if these users need access to your site’s features and licenses, you can upgrade them to licensed users.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

            Contactless users can help you with these use cases.

            Maintain Lightweight User Directories

            If your site implementation doesn’t require contact information for customers or partners, you can reduce the overhead of managing these users by going contactless. With contactless users, you don’t have to worry about keeping user and contact records in sync. For example, if you maintain a user directory only for identity and authentication purposes, contact information isn’t required.

            Manage Access to Your Site

            You can also use contactless users as a way to manage access to your site by upgrading or downgrading them depending on your site’s needs. By starting users as contactless and upgrading them later, you can expand your customer base while preserving your community licenses. For example, you want to invite new customers to your site by letting them self-register. But you have a limited number of community licenses that you want to save for qualified users. So you configure your site to create contactless users during self-registration. Then when you determine they’re qualified, you upgrade them to a community license so they can benefit from the added features. Similarly, when users with community licenses become inactive or unqualified, you can downgrade them to contactless users.

            • Create Lightweight Contactless Users
              Reduce the overhead of managing customers and partners by creating users without contact information. You can add contacts later if you decide that you want them—like when you upgrade to a more full-featured Identity license.
            • Upgrade a Contactless User to a Community License
              Upgrade users with an External Identity license to a community license to give them more access to your site. To upgrade a user, you must first assign the user a contact.
            • Downgrade Users with Community Licenses to Contactless Users
              You can convert users with community licenses to contactless users. By converting users, you can expand your Experience Cloud site’s reach without adding to the cost. For example, you can downgrade inactive or unqualified users and then upgrade them to full-featured site users later on. You can downgrade users from Setup and through the API.
             
            Loading
            Salesforce Help | Article