Stack Exchange Network

Stack Exchange network consists of 175 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

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.

1
vote
2answers
28 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 ...
0
votes
1answer
35 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 .. '...
0
votes
2answers
26 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 ...
1
vote
0answers
16 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 ...
1
vote
2answers
31 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 ...
0
votes
0answers
47 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 ...
0
votes
0answers
32 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 ...
2
votes
1answer
78 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 ...
1
vote
1answer
50 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 ...
0
votes
1answer
63 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 ...
0
votes
1answer
36 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 ...
3
votes
2answers
1k 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 ...
2
votes
0answers
319 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 ...
0
votes
0answers
167 views

Is there a way to update the ContactId related to the Portal User?

I was trying to simulate the Standard Contact Merge. The portal user to be retained can be selected (or disabled, in case the other contact has none). After the merge, the ContactId in the User object ...
0
votes
1answer
205 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 ...
0
votes
1answer
348 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 ...
0
votes
1answer
34 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 ...
2
votes
0answers
145 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 ...
-1
votes
1answer
125 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?
0
votes
0answers
173 views

SendEmail failed - INVALID_CROSS_REFERENCE_KEY

I'm receiving this error whenever the customer makes a transaction in the Portal Page (which will make a case) but when I'm making a case in the SFDC, there is no error and the email was sent. System....
0
votes
1answer
19 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.
0
votes
1answer
213 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 ...
1
vote
0answers
191 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: @...
0
votes
1answer
43 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 ...
2
votes
1answer
187 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 ...
0
votes
1answer
20 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?
3
votes
1answer
97 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 ...
3
votes
1answer
89 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 ...
0
votes
1answer
373 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) ...
2
votes
1answer
70 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 ...
2
votes
3answers
16k 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....
3
votes
1answer
870 views

List view not showing any records for Customer Community user

When I log in as a Customer Community user, when I go to the Orders tab, in the Recent section it is showing Orders of which I am the owner. But when I am going to the list view to display all orders, ...
3
votes
1answer
974 views

<ui:outputText /> to display “Guest” if no user is Logged in?

Below is what I have implemented: <aura:if isTrue="{!v.user != NULL}"> <ui:outputText value="{!v.user.Name}"/> <aura:set attribute="else"> <ui:outputText value="...
0
votes
0answers
59 views

SF Sending wrong welcome email

This is a very frustrating situation and I am not able to find any standard solution for this. Our customer has one existing customer portal, which they are not using anymore, but it exists in ...
4
votes
1answer
1k views

How to change the “User License” type for customer portal users using a script?

We want to move a large number of customer portal users (users who self-register via a pre-existing Contact record) from one "User License" type to another. But I note that in the User edit page the "...
0
votes
1answer
638 views

Rest API Login - Customer Portal User

I need to do a login of our customer portal users in a mobile app (not using mobile SDK), for authenticating internal users it's working the REST API but for the Customer Portal Users is not. The ...
0
votes
0answers
104 views

Customer Community VF page issue with Javacript Pop Up

I have VF page which opens popup via link it's working fine in the org but not in Sales-force Community:error is down for maintenance. I have below page link which opens up as pop up and I need it ...
0
votes
1answer
275 views

Cannot Create Entity Subscription to Portal User

I am trying to create entity subscription for a Portal User(Isportalenabled = true) to an opportunity, but I'm ending up with the following error on insert of entity subscription. 11:40:06:128 ...
1
vote
0answers
39 views

LinkedIn Authdata JSON Parsing Issue

We have enabled LinkedIn registration and Signin for our community users. While providing the User Info Endpoint URL for creating the Auth Provider in Salesforce, we specified the following to get ...
0
votes
1answer
222 views

Enable debug log for Self Service Portal user action

Use case: SelfService Portal (yes, an old org ca. 2007 but still using this feature) Triggers and workflows associated with CaseComment Case comment added from Self Service Portal as in screen shot ...
1
vote
1answer
210 views

Overage Customer Portal Manager Custom licenses and approval processes

Our org has Overage Authenticated Website(OAW) licenses and Overage Customer Portal Manager Custom(OCPMC) Licenses. The people with OAW licenses should login to their portal and should be able to ...
1
vote
3answers
2k views

How to get associated portal id of a portal user

I need to get the portal id of a portal user in apex I have the userId, but I cannot find a way to get it's portal id Is that through the User? Profile? does anyone know? Thanks
1
vote
1answer
31 views

Is there a way to prevent List View buttons appearing in Customer Portal?

If I create a List View button that is really only intended for my internal users, that List View button also seems to be appear in the Customer Portal. For example, Test Button is valid for ...
6
votes
1answer
308 views

Does Site.createPortalUser work in a sandbox?

I have a problem in production where, when users activate their account via Site.createPortalUser, instead of the User being linked to the existing Contact a new Contact is created. (Any advice on ...
0
votes
1answer
51 views

Id of Static Resource is being changed on Replace

I am using a Static Resource (type html) in community header html file for displaying a message and i am using IFRAME to this. This message would change from time to time, but every time I replace the ...
0
votes
1answer
605 views

build web to lead form for Customer Community

We have a Customer Community portal and the users that login to this community are assigned to the Customer Community plus license. One of the requirements is to build a web to lead form that is ...
1
vote
0answers
18 views

Groups List on Communities Force.com Page showing differently for Admin and Customer?

Summary: I am trying to solve a situation where an admin user sees "my groups" on the communities page, but a portal user see's their cases instead. Details: I have a tab in my portal which is ...
2
votes
1answer
46 views

How can I make a view to show a user cases which are related only to their account?

I am working on a customer community portal, and would like to setup a Cases view to embed in the webpage which shows the contact/user who is logged in any case for the account they are associated ...
2
votes
2answers
2k views

How can I delete a contact which was associated with a customer portal user?

When I try to delete a contact I get the error: Your attempt to delete CONTACT NAME could not be completed because it is associated with the following portal users When I click into the portal user ...
0
votes
0answers
42 views

Comunity user Case Read/Edit by accounts - parent account(Portal) Contacts

I have an account, and its contacts(Community Users) have a parent account(Partner Account), and its Contacts(Partner User). I want when a Community User creates a case it should be Read/Edit by its ...