Reporting on the user-contact relationship in Salesforce Communities/Experience Cloud is questionable. Today, I’m going to show you a Flow that will help tell you if a Contact has a Community/Experience Cloud user associated.
This is useful for answering questions such as, “Of the beta testers we have invited, who has signed up?”
- First, create a Number field on the Contact object called Number of Experience Cloud Users. Note that in my example the field is called # Community Users.
- Make number of digits = 1, number of decimal places = 0
- Read only to all but admins – so that people can’t change it by accident!
- Next, create a Flow.
- Type = Schedule-Triggered Flow
- Object = User
- Cadence = Daily
- The Flow ‘s actions are as follows:
- First, in the Start node, find all users of a certain profile where a ContactId is present. This will avoid the system going through users without a contact and wasting precious, precious Salesforce juice.
- Next, use Get to find the contact associated with the user.
- Next, use Assign to populate the number 1 into the Number of Experience Cloud Users field you made in step 1.
- Finally, use Update to update the contacts.
- You are now easily able to report on contacts where there is an Experience Cloud/Community User. You can also see which contacts do not have an Experience Cloud user.
See screenshots of the Flow below:
Another way to do this is with Declarative Lookup Rollup Summaries, an open source product I am volunteering on!
Any questions? Hit me up on Twitter @melanietolomeo. Enjoy!