Questions tagged [customer-portal]

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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1answer
13 views

Case Owner for portal users is showing up as blank

Case OWner for our portal users is showing up blank as seen in the photo below. How can we reverse this?
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12 views

How can Community be set up to show files attached to the case at creation?

In Service Cloud Community pages, when a case detail page relies on chatter functionality, it does not show files attached to the case on the initial case creation by the customer whether by the case ...
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9 views

Remove/hide logged-in user, change theme in community page

I have embedded a login flow to a community portal. I have 2 issues: The intermediate flow page shows the logged-in user on top of the flow embedded (abc@gmail.com Log Out). This part I want to hide/...
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1answer
22 views

Getting startURL nullified on Customized Change Password page to login

I am using Custom Change Password page (built on VF) for Force.com site. The same page we are using for 3 different layouts - mobile, web and app view. For the app, I have put a logic that redirects ...
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26 views

Use Customer Portal pages from Community

I have an old customer portal that my customers use Now, these days I am developing a new community to replace this customer portal My customers could easily enter the new community pages, and I ...
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1answer
12 views

Possible to rename “sales” and “customers” into “remedy” and “patient”?

I am interested in using Salesforce (or something like it) to help identify what a patient needs and solve them using holistic tools and techniques. In order to effectively do this, I want to remove ...
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21 views

Community user verification email

I am setting a self-registration module for our community and once the user signups I want the user to get an email to verify themselves before the users get created in the community. But currently, I ...
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1answer
44 views

Automating entitlement Management

I am working on an entitlement management project and the company wants to make sure that every case has an entitlement process associated to it: I looked at some of the APEX solutions as seen in ...
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1answer
62 views

Custom self registration page not working

I am using a self registration page for guest user sign up.It is showing this error Your request cannot be processed at this time. The site administrator has been alerted.As far as i think it is ...
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18 views

PageReference - redirects in the Community Portal

Is it possible to use relative urls to access custom object pages and visual force pages with PageReference in the Community Portal? I am looking for something like this: PageReference congratsPage =...
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1answer
69 views

Are portal licenses required to allow for community self registration?

I am using Salesforce Communities to consume form information from internal customers within the organization who are NOT salesforce users. I was planning on using Salesforce Communities to ...
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1answer
26 views

Is there a way to set the post-login landing page/url/path in Custom Portal login URL

Our company still uses the custom portal with site, we have a site page as a customised portal login page collects user email and password then redirected to portal login URL like this: ...
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1answer
48 views

Community Portal: Resetting the window.ShadowRoot on windows.onload

I had to load an external library in the header of the community portal because the requirement was to not host the files in Salesforce(though I also had issues getting the resource files to load ...
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1answer
38 views

How to change the Logo of the prebuilt themes chosen in Community Cloud?

Basically I want to change "Jepsen" to my company logo as below : I have tried going into Theme > Manage Branding Sets > Edit. However when I choose "Edit", nothing happens. Help?
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25 views

Not able to enable customer user for an account

For some accounts when I click on enable customer user button from related contacts I am getting following error. Unable to Finish Processing Request An error has occurred while processing your ...
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1answer
21 views

Documents in Salesforce Customer portal behind login

We have a Customer portal that our member log into. Once they log in they have access to a documents library which are are held in the Static Resources section. I have a document that we will want ...
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2answers
132 views

Can't get the value of “relatedto” when sending email through customer portal

I have visualforce email templates for reset password & welcome email for community users. But relatedto fields are not displaying in the email template. Is it a salesforce issue? <messaging:...
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204 views

Test Class Failing as Different Users

I have a test class that is failing when run as a specific user, and I can't figure out why. The class is testing a trigger handler that inserts a case based on fields on another SObject. If the ...
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259 views

How can I display account hierarchy from community (customer account portal)?

I launch a community with the customer account portal template. The account hierarchy is launched in Salesforce. But when I switch to the community, I don't see the account hierarchy, and the button ...
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41 views

How to verify existing Community users mobile number?

I have implemented passwordless login using users mobile number for community and its working as expected. But It allows only verified mobile numbers. We have several existing community users in our ...
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375 views

Community Case Comments

So I am working on building out a support portal community and I have issues trying to figure out how I want to do case comments. I want our users to see our post that is visible to all and be able to ...
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2answers
182 views

How to raise a case with salesforce from ISV developer org from where we create the managed package?

I am working as a developer for an ISV salesforce partner. We have some issue and we want to raise a case with salesforce for that. The isssue can be reproduced on our partner developer org from where ...
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1answer
321 views

Keep SFDC Session alive

We have developed a web portal outside salesforce while using Salesforce as an identity provider. For the time being, we have some VF pages exposed within iFrames. Many of you know how these .. '...
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2answers
92 views

Community User - Access to records

We are in the process of migrating our Portal to a Partner Community. Building a replica of what is in our Portal. We want to give our Distributors access to Leads that they have generated. Problem ...
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27 views

Reassign Contact Associated to Community User [duplicate]

I am not finding a way to change the contact that the community user is associated to. I have tried the following: 1) Upload/Download via Data Loader - FAIL - Data Loader cannot see ContactId on ...
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2answers
207 views

Track user details and the pages accessed by him in Salesforce Communities

I am working on a POC where i need to capture the pages(standard and vf pages) that are frequently using by an community user. i am thinking the approach would be google analytics but i don't know it ...
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179 views

Self-Registered via Customer Portal field on user object

We allow external portal users to login to via Self Register. But a new user is created the standard 'Self-Registered via Customer Portal' field is not get updated. This is not a writable field. How ...
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134 views

Connect a new portal user with existing contact or Update the User.ContactID with existing Contact.ID

I am trying to create a Portal User without creating a contact and want to link the User with existing contact. But somehow I am unable to do this and now I want to update the User.contactID with ...
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1answer
299 views

Localesidkey value for palestine country

HI I am trying to insert Palestine portal user using apex code, and using ar_PS as a localesidkey but sales force throwing 'bad restricted pick list value'. can anyone tell correct locale code ...
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1answer
328 views

Run a trigger when disabling a customer user

I want to write a trigger that will mark a checkbox on the contact object once a user clicks on the 'Manage External Users'->'Disable Customer User' This is the trigger I wrote, it does not run when ...
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1answer
139 views

Rollback on external user creation

I am wondering is it possible to rollback when external user creation fails after password do not meet org requirements? A detailed explanation: I am currently using createExternalUser method in ...
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1answer
142 views

Lightning Component not able to reference needed fields

I am an admin coming in after a third-party developer created a lot of custom content for our org's community portal. I am trying to make an addition to our portal content by accessing one of the ...
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2answers
6k views

how to logout from lightning community

We're currently using this template: Customer Account Portal Spring ’18 What I want to happen is simple: from my lightning component's controller, I should be able to: logout from the current ...
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0answers
917 views

Salesforce Communities: Self Register Error

We want to enable users to self register to the community but this error is displayed upon clicking the Sign Up button: Your request cannot be processed at this time. The site administrator has ...
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1answer
781 views

Community Builder Self Register Apex Controller

I am using a customer community self register builder for a Napili Template page and I'm wondering where the controller is for custom login. I am the administrator and have access to the community ...
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1answer
985 views

Insert failed. First exception on row 0; first error: PORTAL_USER_ALREADY_EXISTS_FOR_CONTACT, portal user already exists for contact: []

I am trying to insert portal user records and receiving this error System.DmlException: Insert failed. First exception on row 0; first error: PORTAL_USER_ALREADY_EXISTS_FOR_CONTACT, portal user ...
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1answer
49 views

Resources and steps to set up a Customer Portal?

I am keen on learning how to create a customer portal because my company is recently proposing a project to engage with our clients more. We are a company that provides canopy cleaning and building ...
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0answers
249 views

Enable Customer Portal and Enable Salesforce to Salesforce in Salesforce DX

Hello fellow Salesforcers, I am quite new to Salesforce DX and am currently trying to get the two features, "Enable Customer Portal" and "Enable Salesforce to Salesforce", to be enabled automatically ...
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1answer
361 views

case comments by default published community

when a portal user is adding comments isPublished is by default setting to true.Why is this happening any idea?
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1answer
30 views

can we store browser name in Case object from Self service portal

when we log case from self service portal ,I want to store the browser name which I am using to log case on that case record. thanks in advance.
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1answer
481 views

Check How Many Times Community Password Has Been Reset Within Last 24 Hours for a User

I have a customer community which uses a custom lightning login page. We have our own email templates for resetting a password which has all been taken care of. Now, Salesforce has a reset password ...
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1answer
481 views

Inserting Portal related UserRoles and Groups

I've been trying to make a unit test recently that requires of UserRoles with a certain PortalRole and PortalAccountId, as well as a Group related to the previous role. I tried doing it like this: @...
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1answer
116 views

Community Welcome Email Does Not Show In Activity History

Just wondering if it's possible to make your community welcome email show in the Activity History for that account. It does not do it by default, but I'm sure there must be some trigger that I can ...
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1answer
346 views

Security Question for Customer Portal Profile Users

When creating a salesforce User we have seen Security Question & Answer challenge which can be used later on as a security setting for the user. Can we do this for Customer Portal Profile users as ...
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1answer
21 views

Allow Customer Portal users to add photos of themselves in My Settings?

I can't figure this out. Photo is grayed out and you can't edit it. Same with title. I don't know where "My Settings" are sourced from for customer portal users. How can I allow them to edit this?
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1answer
349 views

Portal User can't see Contacts of Account they have access to

So we're building a Portal for users to create Orders (custom object). These orders will have an Account and Contact associated to them (which the portal user chooses). The problem we're ...
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1answer
112 views

Customer Portal without licenses

Is it possible to build a custom customer portal that access Salesforce data without a user? For example: the portal would be a web app written form scratch, and it would communicate with Salesforce ...
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1answer
434 views

Create custom object(candidate) record when user self-register's on community (lightning)

I am working with communities and was implementing the recruiting app using community. i want the candidate to self register and when a new candidate self registers, a candidate(custom object record) ...
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1answer
123 views

How to detect if inside a Community in a self-registration page?

Inspecting the self registration code added when Communities are turned on in a dev org, it appears that when a user self-registers a different API call should be used to setup the User (compared to ...
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3answers
22k views

Aura:If condition's strange functionality?

Its really strange behavior from Aura:if statement. I am using Aura:if to hide fields from the Lightning component's form based on the Login user. <aura:if isTrue="{!or(v.user == null, v.user....

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