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Andy Freeston_LarterAndy Freeston_Larter 

User account for non-Salesforce users

Hi all,

 

Is it possible for Salesforce to hold the details for non-Salesforce people?

 

My company has a large number of non-sales staff who don't need access to Salesforce. I would like to have Salesforce just track their contact details. Ideally I would enter them into the Users table but this would count as licence users.

 

Is there any way to mark them as non-users or perhaps put them into another table?

 

Many thanks.

Andy

Best Answer chosen by Admin (Salesforce Developers) 
CaptainObviousCaptainObvious

Just a suggestion:

  • Create an Account with your company information (if you dont already have one)
  • Create a new Contact record type of 'Employee'

You can then enter these 'non-salesforce' people as contacts with the Employee record type and link them to the account you created for your company.

Message Edited by CaptainObvious on 10-26-2009 09:30 AM

All Answers

CaptainObviousCaptainObvious

Just a suggestion:

  • Create an Account with your company information (if you dont already have one)
  • Create a new Contact record type of 'Employee'

You can then enter these 'non-salesforce' people as contacts with the Employee record type and link them to the account you created for your company.

Message Edited by CaptainObvious on 10-26-2009 09:30 AM
This was selected as the best answer
Andy Freeston_LarterAndy Freeston_Larter

It's not perfect, but much better than implementing a custom object.

 

Thank you very much.

 

- Andy