Manage Contactless Users

By default, when Salesforce creates a user record for a customer or partner, it adds the user’s contact information. But if your implementation doesn’t require contact information for customers or partners, consider going contactless to reduce the overhead of managing these types of users. Without contacts, you don’t have to worry about keeping user and contact records in sync. For example, if you maintain a user directory for identity purposes, no contact information is required.

You can use contactless users when customers and partners self-register to avoid creating contacts until after the users are qualified. If you want to expand your customer base without depleting your community licenses, start them off as contactless users. Then upgrade them to a full community license when they can benefit from the added features.

Note The contactless users feature is available only with the External Identity license, which enables access to the Salesforce Customer Identity product.

When using contactless users, consider the following.

• You can’t use the Login As feature because it requires contacts.
• Delegated admins can’t manage contactless users.
• System for Cross-Domain Identity Management (SCIM) isn’t supported when creating contactless users.
• Contactless users have the same access to objects as users with contact information.

• Create Contactless Users
  Create users without contact information to reduce the overhead of managing customers and partners. You can add contacts later if you decide that you want them, like when you upgrade to a more full-featured community license. You can add contactless users to new or existing Experience Cloud sites.
• 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.
• Downgrade Experience Cloud Site Users with Community Licenses to Contactless Users
  You can convert Experience Cloud site users with community licenses to contactless users. By converting site users, you can expand your site 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.