Contact to sys user migration

Community Alums
Not applicable

Hi All, Request your expertise in below two point.

1.our customer want to migrate contact user to sys user, to do so is it better to deactivate former and create the sys user separately OR convert contact to sys user. Any implication.

 

2.In addition , we wanted to move the requests record created by contacts to be accessed by user in future once converted as sys user .if we go my deactivation approach . can we just update requested for of request or any other implication we see ?

3 REPLIES 3

Community Alums
Not applicable

Hi @Community Alums ,

You don't need to deactivate former !!

There is a class field in the sys_user profile, where you just need to change the class from User to contact!!

Step 1: Go to users list

step 2: Personalize list [edit gear icon] and add 'Class' field to the list and save

step 3: Edit Class value from 'User' to 'Contact' [as shown below]

SandeepDutta_0-1701419677786.png

 

A contact will store in Contact table and User table as well, since it is extended from User table.

 

Community Alums
Not applicable

Hi @Community Alums ,Thanks for the update . i align to the approach but do we see any implication by that flow as in some community i seen that there will be corruption or data loss if we change the user class.

Community Alums
Not applicable

Hi @Community Alums ,

That's correct, there might might be certain data loss. You might need to manually check what is there you need to note by changing for a Contact who has less effects or have limited cases.