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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Customer Portal (Experience) User Can Upload Files to Case yet Cannot View Files Uploaded to Case by Salesforce User

Our Customer Portal (Experience) users are able to upload files to a case, yet they cannot view files uploaded to a case by an internal Salesforce user. I have enabled the 'Let customer users access ...
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Portal Self-Registration Questions for Existing Relationships

This is a bit of a two part question, so bear with me. We are using Salesforce combined with a Loan Origination platform (nCino). We recently started the roll out of our Online Application process ...
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14 views

How to handle data skew when working with partner portal?

I have a very simple use case where I have a few partner accounts to which I assign cases. Under each account I have 5-10 partner users who need access to all the cases assigned to the account. So I'...
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Cookie management for Salesforce Experience Sites

See https://help.salesforce.com/s/articleView?id=sf.networks_cookies.htm&type=5. Salesforce says it doesn’t currently provide functionality for end-user cookie consent management in Experience ...
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APIs from Community/Site are running longer after deployment or code change

The API calls from Community/Site takes about 10-14 secs on average to complete and return a response to portal. But there are times when it takes more than 50 secs when same input is being passed to ...
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35 views

Email Quick Action on case is not visible on community

I have Dragged Email quick action under Salesforce Mobile and Lightning Experience actions but no quick action is showing for Email under the case detail page of the community. Please help. Following ...
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12 views

Change Owner of Accounts Created by Portal Users

Recently we've been getting the error message that "you cannot create a Customer Portal user associated with an account owned by a Partner user". As I understand this, it is a limitation ...
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53 views

Is it possible to limit knowledge search results to a data category group in an Experience Site (help center)?

We've created an experience site designed to be a knowledge base/help center. The articles have public visibility, but we were hoping to create an experience site with member-only knowledge articles. ...
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78 views

Site.createPortalUser return null in apex

Site.createPortalUser(user, accountId, pwd, true) returns null in Apex executing with system administrator. I need to test creation customer community user with system admin for already created ...
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how to run custom action type flow in system context from a community?

I have created a custom action with action type "flow". This flow has been configured to run in system context. When I log in to my community and I click on this custom action button, the ...
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124 views

IsCustomerPortal field to be covered in test class

SELECT Id,IsCustomerPortal, Retailer_Stage__c, CreatedDate,Registration_Date__c FROM Account WHERE RecordType.DeveloperName = 'Distributor' AND BillingCountry = 'India' AND **IsCustomerPortal** ...
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1answer
41 views

Fire a trigger when Account is enabled as customer

I am trying to set up a trigger to fire when an Account is enabled as a Customer but without success. The after update trigger is not firing at all even after the field "isCustomerPortal" is ...
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15 views

Grant Contact Create Permission in Health Cloud for Community Plus User in Community Sharing Setting

Could you please let me know how I can grant permission to community users to create contact under Communities sharing settings because I am not getting the contact object to select from available ...
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120 views

How to change the UI of Einstein Chat Bot in Salesforce. Already tried Branding but i want to change more?

I have gone through the bot cookbook. I want to change the complete UI of Salesforce Einstein Bot. I have gone through Snapin Chat Web developer Guide How to change the CSS of Bot ? Please share the ...
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18 views

Can you share a report to a Guest User in the Customer Community Portal ? (non-logged user) [duplicate]

I am trying to share a report chart in a Customer Account Portal; I have checked multiple items but still no luck when viewing the portal as a Guest User: I have created a Sharing Rule for the object;...
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1answer
848 views

Community not listed to set as default for survey

I am trying to add a survey to community but there are no communities listed for setting as default for survey. The selection drop down shows 'None' I am trying on developer org and my community is ...
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78 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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63 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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1answer
17 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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655 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
375 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
238 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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23 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
340 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
57 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
73 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
471 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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28 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
411 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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493 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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579 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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90 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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817 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
365 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
792 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
544 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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35 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
555 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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355 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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351 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
467 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
733 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
205 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
249 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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3answers
11k 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
2k 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
1k 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
1k 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
66 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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305 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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