Loading
Salesforce now sends email only from verified domains. Read More
Sales Basics
Table of Contents
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
          Considerations for Merging Contacts Associated with Portal Users

          Considerations for Merging Contacts Associated with Portal Users

          Keep these considerations in mind before merging contacts associated with portal users.

          Available in: Salesforce Classic

          The customer portal is available in: Enterprise, Performance, Unlimited, and Developer Editions

          The partner portal is available in: Enterprise, Performance, and Unlimited Editions

          • You can merge a portal contact with another portal contact.
          • You can merge Customer Community enabled person accounts with Customer Community Plus person accounts.
          • Before you merge contacts that include partner users and customer users, decide which type of portal user to retain. The user that you don’t retain is disabled. However, after the contacts are merged, you can enable the contact for access to the portal from which it was removed during the merge process.
          • You can merge contacts that are associated with various accounts by transferring the contacts that you want to merge into one account and then merging the contacts that are associated with the common account.
           
          Loading
          Salesforce Help | Article