I need to be able to identify which Contacts are Partner/Customer Portal or Community Users when merging. Is there a way to do this?
Salesforce does not have any type of an indicator directly on the Contact table that identifies it as a Partner/Customer Portal or community user. Starting in Version 2.7 we have added a new Show Portal Users checkbox for Contact Scenarios (along with the new Master Rule Portal User). When selected the Contact Full Name for the portal user will be highlighted in purple in the results grid for easy identification when manually picking a master record.
More information regarding issues with merging portal enabled contacts can be found in Salesforce Help and Training link.
If running Version 2.6 or lower and not wanting to upgrade to 2.7 the following workaround can be used:
- Create a custom flag on the contact table to indicate if they are Partner/Customer Portal or community user contacts (true/false field). Needs to be visible for the DemandTools users profile but does not need to be added to the Salesforce page layout.
- Use MassEffect to export the user records from Salesforce where the ContactID field is != blank. Partner/Customer Portal or community user contacts are also users in Salesforce, and the user records for those portal contact users have the contact id on the user record.
- Use MassEffect to update the new custom flag to true for all the records in the export file.
NOTE: Select "Update Newly Added Fields" after logging back in to MassEffect so the new field shows in the contact table.
Now when looking for contacts to dedupe in Single Table Dedupe this flag can be used on screen 1 to filter out the Partner/Customer Portal or community users. Use a where condition where the custom flag = false.
Or, if still wanting to find duplicates contacts EVEN if one is a Partner/Customer Portal or community users, then use this flag to select which contact to keep as the master record (where custom flag = true). Salesforce will NOT allow a portal contact to be deleted, therefore, portal contacts always need to be selected as the Master Record.