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0
votes
2answers
16 views

How Can I hide global search in vf page.

I already have sidebar="false" showHeader="false" but I can still see search on customer portal page. how can I hide this?
3
votes
1answer
71 views

Salesforce System Error when using Test.loadData for User.sObjectType, improvements of Test.loadData with custom code

I'm starting to use Test.loadData and am facing an issue when creating Portal User data. Code below works very well, not only creating and inserting Accounts and Contacts, but also establishing proper ...
2
votes
1answer
41 views

programatically create Partner Community Accounts using Apex / API

Our sandbox is refreshed often. To re-create the portal environment on the sandbox entails number of manual steps. Details I have a seven test accounts and each account has exactly one contact. ...
1
vote
1answer
21 views

Share cases from child account to parent

I'm developing a customer portal which needs to display cases associated to running user account. As cases are private, I just have to do the following query to get all cases for each user. SELECT ...
0
votes
0answers
43 views

Site.createPortalUser error: DML operation on setup object is not permitted

A simple call to createPortalUser is failing: public pageReference registerUser() { try{ // values come from a VF page String username = email; String communityNickname = ...
-1
votes
2answers
45 views

How to build a secure connection between Web-Portal and Salesforce

Customer has a web portal on its corporate web server. Users of the web portal should be able to update their personal information which is stored on a user record in SF, directly from portal in ...
0
votes
0answers
17 views

Forgot Link for the user for portals user instead of temporary password in the Email

I have tried to reset password for portal users in the Userobject , as when i do that i am getting temporary password to user mail , can i get salesforce link instead of temporary password ,so when ...
1
vote
0answers
37 views

Changing the username of a portal user

I have changed the username of a portal user but the user didn receive any notification about username changed. On the other hand when I change the username of a normal user then email is received ...
5
votes
1answer
101 views

Is it possible to copy the Contact ->'Login in to Portal as User' functionality on a Visualforce custom button?

On the Contact detail page there is a Manage External User -> Login As Portal User button when the Customer Portal is enabled. Is it possible to replicate that link's functionality on a custom button ...
1
vote
2answers
12 views

A way to let non-Salesforce user to have a limited read/write access to internal data

I have a following use case: Company Alpha wants to use Salesforce for recruiting purpose. In order to do so, Alpha would like to let non-Salesforce user to have a limited read/write access to ...
0
votes
0answers
17 views

How to migrate Partner Portal Profiles to Partner Community

We're migrating our Partner Portal to Partner Community. In Salesforce.com, you cannot clone an existing Partner Portal Profile to a Partner Community Profile, as clone is only available for the same ...
0
votes
1answer
235 views

Site.forgotpassword Portal sites not sending email

Could you please provide any suggestions on this? The method Site.forgotPassword(username) (of system defined class - Site) not resetting the password and not triggering email to user but verified ...
0
votes
0answers
29 views

portal user unable to see some case

URL attempting to access : ...
1
vote
1answer
255 views

Portal users cannot run User object reports - insufficient privileges

I have a Customer Community Plus site with portal users using Customer Portal licenses. I want the portal users to run User object reports so they can see last login, etc. Portal users are still ...
0
votes
1answer
36 views

Portals and communities

Can any one give me an example business scenario where I should implement portals What is the difference between a Partner Portal and a Customer Portal? And some idea about the licenses and how much ...
1
vote
0answers
19 views

Can I switch from a Community to Portal without logging in again

I have an existing force.com authenticated site and i am building a community at the moment. I have enabled a profile for both the authenticated site and the community. I can login to both of these ...
1
vote
0answers
30 views

Customer Attention email

The email that is sent to a portal user when their case is updated (to Customer Attention) comes from the an employee that updated the case. Can we have it come from noreply@mycompany.com instead? ...
1
vote
2answers
48 views

Validate portal users using OAuth 2.0

How can i validate portal users using OAuth 2.0? My current implementation is to send request to login.salesforce.com as : ...
0
votes
0answers
24 views

Can We add background Image to Partner Portal login Page.

I want some customized login page of partner portal. But it seems we can add only logo, header and footer to that page. Any idea to make login page more professional using background image etc. If I ...
0
votes
0answers
147 views

How to redirect partner portal directly to Community Login Page with out Login into Partner Portal

How to redirect partner portal to Community portal Login page directly with out LogIn into partner Portal. Hi All, I have partner portal site url is like http://mycompanyname.dev.cs9.force.com/. ...
2
votes
1answer
234 views

PortalId for user in Test Class

In a test class, I have created an updateUser(userId,PortalId,XXX) method. How to get portal Id for the user created in a test class. Please help.
1
vote
0answers
171 views

A Flow embeded in VF Page doesn't work in Community Portal

We want to use a Flow in our Community portal. I created a flow, activated it, embeded into VF page, created a Tab for that page and in Portal settings switched the Tab to right, thus now the Tab is ...
0
votes
1answer
98 views

Can anyone please explain when should i create communities, portals and sites for salesforce users? [duplicate]

Can anyone please explain when should i create communities, portals and sites for salesforce users? How should i decide whether shoud i go with communities or portals?
3
votes
1answer
1k views

Communities / Partner Portal Issue. No Available Community error message

I have set up communities in my organisation. When I try and log into the community, by clicking on the 'Manager External User' button on a contact I receive an error stating 'No available community'. ...
1
vote
1answer
855 views

Community: different landing pages for different portal profiles?

I have a client using Customer Portal licenses with Community. They have two profiles for customer portal users. They want a different landing page (Visualforce page) for each profile. I've been ...
2
votes
0answers
54 views

Moving a Portal instance from the Sandbox to Production

I have a fully functioning Sandbox in which I am upgrading a making changes to the portal instance. After all testing is done, What is the process of moving the sandbox portal to production?
8
votes
2answers
4k views

Difference between Self-Service, Customer, and Partner portals?

I'm trying to create a portal that replicates the function of login.salesforce.com, I want it on my domain at salesforce..com. I figured other than a redirect that salesforce may have some nifty way ...
2
votes
1answer
95 views

Restrict Customer's View of Object Records to Only Those They Create

I need to create a force.com portal site in which customers can submit one or two employment applications which they will fill out online in the site. The challenge for me (as a new force.com ...
1
vote
2answers
449 views

Successive calls to Site.createPortalUser and Site.login fail with password invalid error

Very strange case in which these calls: id finalUserId = Site.createPortalUser(user,accountid,password,true); if(finalUserId != null){ return Site.login(tu.email, password, ...
5
votes
4answers
605 views

Can portal users be authenticated with a connected app?

I saw a webinar http://www.youtube.com/watch?v=_MsKJs23W3I on social sign on. Is it possible for user which registered using facebook or janrain to login and use Connected apps?? Or social sign on ...
4
votes
1answer
4k views

What is the Retail (ie. Non-Discounted) Pricing for Salesforce Communities?

As of September 2013, there are two types of Salesforce Communities. Customer Communities Partner Communities Pricing for these is a complete mystery. The only thing I've been able to find out, ...
2
votes
2answers
743 views

Oauth 2.0 for customer portals

Currently I'm using apigee console to test my API REST resources. the Oauth works great when I login with a "salesforce" licensed user, but if I tried to log in with a portal user it does not let me ...
1
vote
1answer
892 views

Problem creating HVCP unit test users for test class

I'm having a problem creating High Volume Customer Portal Users for unit testing of triggers and other code. When I attempt to create them, I'm getting an error message as follows: ...
3
votes
1answer
659 views

How to determine if Apex code is executing in an authenticated vs. unauthenticated environment (without a SOQL query)

I am trying to dynamically determine, in an organization-agnostic fashion, whether Apex is executing in an authenticated environment --- whether Customer Portal, Partner Portal, Salesforce ...
4
votes
1answer
103 views

Can users of the self service portal delete attachments that were submitted by them?

Users (and super users) of the Self Service Portal can submit and view attachments but can't delete. How do I Add a delete attachment or remove attachment button to the "attachments list in the ...
7
votes
2answers
639 views

Why am I always logging in with Guest user profile on sites even though I enter partner credentials?

I have a custom page Create ticket and I want to host it on Sites. I am using partner credentials to log into sites. Once I enter partner credentials, it's always logging in with Guest User. How would ...
3
votes
1answer
735 views

Customer and Partner Portal Roles

I'm trying to query the Customer and Partner Portal Roles. I was able to find the PartnerRole, UserRole objects but didn't find any CustomerRole one. Are these the objects I need to query? How do I ...
2
votes
1answer
394 views

Login History for Self-Service users

I am trying to capture the self service portal users activity on a weekly / monthly basis. The only thing I managed to get is a "Last Login" report , but the problem is that if a user logs in this ...
11
votes
2answers
5k views

How to fix insufficient access rights on cross-reference id?

I am getting the error INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY, insufficient access rights on cross-reference id: [] Scenario is, I am inserting an Opportunity and then Opportunity Line Item ...
4
votes
2answers
550 views

Create Self-Service User automatically

I'm looking to automatically create a self service user ("Production" field on the opportunity layout is set to true), the lookup field to the contact is also on the opportunity layout. the new user ...
1
vote
1answer
256 views

Customize Self-Service Portal

I'm wondering if others try (and succedded) to customize the Self-Service portal with Visualforce components and apex. There are parts that can be customized by standard page layout, and some parts ...
1
vote
3answers
171 views

Custom Link to Update Field on Solutions

I want to add custom links to the solutions on the Self-service portal. These links will say "Please indicate if it's an useful solution: Yes / No. I'm wondering if it's possible to add a counter to ...
1
vote
1answer
492 views

Display Self-Service fields on Contact Object

I would like to display Self-Service Portal fields on the contact object. I need the fields "IsActive" and "Last Login". Is it possible by trigger?
4
votes
1answer
944 views

How should I use Site.createPersonAccountPortalUser to create a Person Account and activate them on the portal in one step?

I have a method below which is supposed to be called from an unauthenticated Sites page (via https). It is intended to take some personal details and create a Person Account with them and then ...
2
votes
2answers
1k views

Is it possible to use Customer Portal Authentication in Site.com (aka SiteForce)

I have a client who would like to integrate a third party shopping cart into their Site.com website. The catch is that in order to complete the purchase, the user must first log into the Customer ...