Use Case: Let Experience Cloud Users Update Contact Records

An Experience Cloud site user will actually exist in your Salesforce as two records – one Contact and one User. Sometimes you might just want to let the users update their contact record directly (For example email opt-in, newsletter preference, etc), so it becomes easier for you to manage the marketing activities. This week we will introduce two different ways to achieve this. Let’s dive in!

* Big thanks to Yvonne for sending in the case!

Lulu Mobile uses Experience Cloud to create their customer community. They also use Contact object to send out marketing emails. On the contact record, there are several marketing-related fields (ex. Email Opt-In, Newsletter Option), and they hope the external users can modify these fields directly from the user profile page.

Contact Id Field On External User Record

Before discussing the two solutions, it is important to know the Contact Id field on the User record. To create an external user, we have to do it from the Contact record. Then the system will populate the Contact Id field on the User record. We can then use this field to distinguish internal and external users.

Solution 1 – Use A Screen Flow To Update Contact Record

We can use a Screen flow with the new Dynamic Form feature and put the Flow component on the User Profile page. This way, the users will be able to update their Contact record. The flow will then need to run in the system context, and we need to configure a sharing set as well.

Solution 2 – Use A Record-Triggered Flow Run On User Record

Alternatively, we can create matching fields for the User object, and put these fields directly on the User detail page. Then we create a Record-Triggered flow that runs when User records are updated. When the external users edit their personal information, the flow will then update the corresponding Contact record.

Solution 1 – Screen FlowSolution 2 – Record-Triggered Flow
ProsYou can put the flow anywhere on your siteYou can combine these fields into the user detail page to provide a unified view
ConsRequire extra sharing set Need to duplicate the fields from the Contact to the User object

Flow Chart (deactivate last login date)

Solution 1 – Screen Flow

Solution 2 – Record-Triggered Flow

Steps (deactivate last login date)

Solution 1 – Screen Flow

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Solution 2 – Record-Triggered Flow

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Solution 1 – Screen Flow

Solution 2 – Record-Triggered Flow

Screen Flow / Record-Triggered FlowGet Records
Screen ElementUpdate Records

Does the solution solve your problem? If not, write us what your problem is and we will build the flow for you!

Official Salesforce Help Article On Flow

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