Allowing only Contacts in Salesforce to register for logged in access

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If your site has a password-protected area and its users are connected to Contact records in Salesforce, you can use the Salesforce User Manager to allow only individuals with a matching Contact to register.

To allow only existing Salesforce Contacts to register:

  1. Go to Components > Salesforce Dashboard > User Manager
  2. Confirm that the connection between your site registrations and Salesforce Contacts is enabled. If it isn't enable it.
  3. Click the Registration Options tab
  4. For Allow Only Existing Contacts to Register, choose Yes

    sfdc-user-mgr-general-options.png
  5. For Message For No Matching Contact, customize the message shown to visitors whose attempted registration yields no matching Contacts in Salesforce 

    sfdc-user-mgr-no-matching-contact.png

  6. Click Save
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