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Upgrade a Contactless User to a Community 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.

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 a contact to a contactless user, update the user’s record with Apex, SOAP, or Bulk API.
    
        Account a = [SELECT Id FROM Account WHERE Id = '001xx000003DIyf'];
        Contact c = new Contact();
        c.FirstName = 'Sonia’;
        c.LastName = 'James';
        c.AccountId = a.id;
        insert c;
        User u =  [SELECT Id FROM User WHERE Id = ‘005xx000001TLlf’];
        u.ContactId=c.id;
        update u;
       
  2. Upgrade to a community license.
    1. From Setup, enter Users in the Quick Find box, then select Users.
    2. Click Edit next to the user you want to upgrade.
    3. Select the new license, profile, and role for the user.
    4. Optionally, specify a new profile and role.
    5. Save your changes.
 
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