Tagged Questions

Customer Portal is an externally facing site that can be set up in an org to provide customers of an org limited access to data and functionality by logging in to the Customer Portal.

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2
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1answer
31 views

Customer Portal - Self registration for new users

I am trying to understand how the self registration for customer portal works. I came across , https://developer.salesforce.com/page/Authenticating_Users_on_Force.com_Sites and ...
1
vote
2answers
42 views

Live Agent popup window

I am having difficulties with Live Agent to set it up on a custom third party website that is not connected with force.com. Problem: Whenever i press the button for online talk it popup a new window ...
0
votes
0answers
22 views

Favicon in community

I have a crated a 100% custom branded community and the only missing element is the favicon. I set the Favorite Icon in the force.com setting of the community and also tried <link rel="shortcut ...
2
votes
0answers
15 views

Article visibility in customer portal and partner portal

I read this while going through Knowledge implementation guide - Customer Portal users inherit the role visibility of the manager on the account. Can anyone please explain this. I don't have ...
1
vote
0answers
10 views

Removing Login as portal user option

In the manage external user button options, i want to remove login as a portal option as i am currently having communities. When i click on login as a portal user it shows No available portal. so this ...
0
votes
1answer
22 views

Force.com and Customer Portal Login

I am in the process of converting my Customer Portal into a Force.com fo greater customisation of the behavior, look and feel of the site. Right now I have started off really basic by having three ...
1
vote
2answers
39 views

Redirecting to Custom Customer Portal Login Upon Failed Login

My company Is still using a portal for their customer login, and I was recently tasked with creating a VF page to replace the bland default login page. I have most of the page set-up, but I cannot get ...
0
votes
2answers
20 views

Upgrading from Customer Portal

My organisation has been using Customer Portal to allow their contacts/authenticated users access to static content as well as a custom object which is essentually mirrored to Opportunities. When they ...
0
votes
0answers
8 views

Customer gets stuck in Customer Portal because logged out - however webpage does not redirect or indicate logged-out status

We use salesforce to reserve rooms. Many of our customers bookmark the exact page or just leave it open on their computer for days. However, it seems that the cookie which remembers their login is ...
0
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0answers
24 views

Is it possible to include chatter in Sites

I want to embed the functionality of Chatter in a Site which was developed using Salesforce Sites, Is there any possibilities to achieve this?
1
vote
1answer
24 views

Modify User.AboutMe inside community

I have the following code, <apex:page standardController="User" showHeader="false" sidebar="false" docType="html-5.0" > <apex:form id="theForm"> ...
2
votes
0answers
8 views

How can I authenticate SSP users in company website?

Scenario: We are going to create a content website for our users (contacts of accounts) We want/need to secure this site with a username and password. We currently have the SSP (Self Service ...
0
votes
1answer
41 views

Display Visualforce page on customer portal sidebar?

I have a really simply VF page thats outputs some figures I have in one of my custom objects. I would like to show this VF page on the side panel (narrow content pane) of my customer portal however VF ...
0
votes
1answer
38 views

Custom errors using apex:pageMessages

I have created a custom Login page for my customer portal but the problem is that if I want errors to display when the user enters wrong credentials I am forced to use <apex:pageMessages id="error" ...
5
votes
1answer
44 views

Can't get rid of Customer Portal dependancy in Managed package

I have a managed package which once use Customer Portal features. I think I removed them all (at least I can't find them) but whenevery I try to upload a new major or patch release the Customer Portal ...
1
vote
1answer
39 views

Loading logo on Customer Portal login page

I have noticed that the logo I have placed in my login page template for Customer Portal does not load unless the user is already logged into Salesforce, which defeats the purpose of it as customers ...
1
vote
1answer
40 views

Rendering text or image in Custom Email Template (HTML Version)

I have a custom email template (html and text versions). I want to render certain parts of the template based on a multi select picklist value. I have to render the below 'td' when ...
2
votes
1answer
112 views

Communities Self-Register Activation Link

I stumbled across a requirement that is to not allow the users to log in in the communities/portal upon self-registration until they confirm the registration (activation link must be sent through an ...
0
votes
0answers
43 views

Send email with user credentials for new Customer Portal user

I would like to send emails to users informing them they have been signed up to my portal. When editing the email template for new users, how can I include their username and password? Is there any ...
1
vote
1answer
64 views

Opportunity Access for customer community and customer community licenses

I can't show opportunity tab to customer community and customer community licenses users. And on the profile level there is no any option for this. I read the documents and type of licenses and ...
0
votes
0answers
26 views

Accessing reports in portal Using overage highvolume customer portal license

How to access reports from portal using overage high volume customer portal license .I know the particular license doesnt have run reports permission .Is there any workaround for this ??
2
votes
1answer
38 views

From a developer perspective what is the differnce between HVCP and Communities?

Since new sfdc customers cant use HVCP anymore, I want to do a similar app to ones I have built with portal, what are the key difference here? Anything I cant do anymore? Anything new I can do?
2
votes
1answer
39 views

Update from address in auto-email reply for cases submitted through portal

When a customer creates a new case in our customer portal, our standard web-to-case email template is used to send an auto-reply with general information about the new case. We use the same email ...
0
votes
1answer
21 views

How to set contact name in customer portal header

I am using customer portal and in Portal header I want to show contact name. Is it possible, if yes what is the approach?
2
votes
1answer
43 views

Best method to attach files to custom object in portal

I have a customer portal in my SF where users can make orders, how this is setup is by having a custom object with called Service_Orders which allows them to create their requests. I then have my apex ...
1
vote
2answers
39 views

Customise customer portal login page

Is it possible to customise the login page for my customer portal? All I really needed to edit is the CSS for the page. If thats not possible is there a way I can include JS into the page so I can ...
1
vote
2answers
73 views

Self activation for customer portal access

I would like to allow existing contacts without customer portal access enabled to self activate themselves using a form. As contacts dont have passwords set, would it be possible also set their ...
1
vote
1answer
31 views

Change default font size of Customer Portal

Is there a way I can change the default font size used in the Customer Portal? From looking at my Firefox inspector the default sizes are in portal.css, do we have access to this?
1
vote
0answers
80 views

Customized change password page is not displaying in force.com site which is enabled for the customer portal

I am using Custom Change Password page for Force.com site. For that site we enabled Customer portal. And we are using High volume customer Portal licenses for the User. Once we click on forgot ...
1
vote
2answers
32 views

Allow access to certain sections of Customer Portal without login

Is it possible to give limited access to users in Customer Portal without logging in? (.e.g. access to the homepage and and some visual force pages). When the user tries to access say a Custom Object ...
1
vote
1answer
25 views

Different 'view' behavior for Custom Object of Portal Users

I have a custom VisualForce page for Viewing items in a particular Object, I would like however the view to be only be shown for Portal users, for all other users it should display the normal SF ...
0
votes
0answers
42 views

How to add Case lookup custom field to page layout within Self-service Portal?

So far I have been able of adding other types of Case custom fields - like text fields - to the page layout in Self-Service Portal. But when I try to add a self-relationship lookup to the layout, it ...
1
vote
0answers
43 views

Custom search results page in salesforce community

I am creating the salesforce community with custom ui. There is search form in the header(its ui is customized) like: <form action="/<community name>/search/SmartSearch" method="get"> ...
0
votes
0answers
58 views

Redirection of user on logout from customer portal

I need to implement logout button in customer portal with the following functionality. When user logged into the customer portal from the org on clicking logout button it should redirect to the org ...
1
vote
1answer
114 views

Custom list view in Custom Object page

I have created a News custom object in my sandbox which appears in my Customer Portal via a tab. This object contains two custom fields Title and Content. Now what I would like is to display a list ...
2
votes
1answer
108 views

Customer portal high volume portal users record sharing help

As i know, customer portal user with high volume volume portal user license users only have record access through sharing sets which will only shows a related object records with their own contact or ...
0
votes
1answer
42 views

How to open a ticket? [duplicate]

How to open a ticket in salesforce to get personalized support? this web https://help.salesforce.com has an option called "Open a Case". But, despite I'm authenticated, it gets me to ...
0
votes
0answers
26 views

Restrict email visibility on Portal

The default implementation of the SalesForce customer portal shows all emails attached to a case to the customer. Emails that were passed among my company employees only, for example, are shown as ...
4
votes
1answer
166 views

New Customer Portal user email even when triggerUserEmail = false

I'm trying to write an Apex web service that can create a customer portal user. After creating the user, there is a separate step which does a password reset for the user and sends them an email. The ...
0
votes
0answers
92 views

Access to download attachment from customer portal users

Portal users didn't access to download attachments. How to add access to downloading? I have a link to file <a href="/servlet/servlet.FileDownload?file={!a.id}" ...
2
votes
0answers
104 views

Any Way to Enable Site Login Without Portals or Communities?

I have a public site/page that uses a visual workflow to create a task based on inputs. However, because guests do not have the permissions to create tasks or events - I need to figure out an ...
0
votes
0answers
43 views

Attachment isn't loaded from customer portal

I have URL link to download attachment. Downloading gives out a error from customer portal. How to correct it? <a href="/servlet/servlet.FileDownload?file={!a.id}" ...
5
votes
1answer
193 views

frontdoor.jsp for Customer Portal user? How to authenticate a portal user with session id?

authenticate a customer portal using SOAP login() method and LoginScopeHeader receive SessionID in LoginResult object How can I use SessionID to redirect the user's browser to the customer portal and ...
1
vote
0answers
34 views

Remove username from Customer Portal Confirmation Email

I am attempting to modify the username of the confirmation e-mail for the Customer Portal that I have setup. I have created a custom login and am populating the @something.com portion of the username ...
1
vote
1answer
93 views

Translate Salesforce Standard functionality in to other language

Here i am use customer portal.And want to translate whole customer portal into other language like german,french,spanish,etc.I cover custom functionality with the help of custom label,workbench ...
1
vote
1answer
58 views

In customer portal, automatically log user into to external sites

In a customer portal, is it possible to have the user automatically signed in to external sites (outside of Salesforce) to which they've been granted access after the initial sign in? Thanks
1
vote
1answer
186 views

Unable to fetch User email when logged in from partner community user..?

I have written a trigger on Case.I am querying user object to fetch user email id.I am getting the user id email value when checking the logs as Salesforce User but email id value is coming null when ...
1
vote
1answer
31 views

Want to display records to owner only in a customer portal

Want to display records to owner only in a customer portal. Other users must not able to view others records
1
vote
1answer
50 views

Customer Portal…Pagination Page is not Translated

Here I have problem in Customer portal.when i am logging as any other language like japanese,italian,german,etc..in that 3 or 4 pages uses the pagination code..in that word"page" is not translated as ...
2
votes
3answers
215 views

Customization Problem…Translate <apex:InputFile>…Browse Button…in Other Language

Here i have VF Page code...... <apex:form enctype="multipart/form-data"> <apex:inputFile value="{!attachment.body}" filename="{!attachment.name}" id="file" /> <apex:commandButton ...