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.
334
questions
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vote
1answer
10 views
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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0answers
10 views
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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0answers
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'...
0
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0answers
16 views
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 ...
0
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0answers
16 views
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 ...
0
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1answer
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 ...
0
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0answers
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 ...
0
votes
1answer
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.
...
0
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0answers
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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0answers
24 views
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 ...
1
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0answers
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** ...
2
votes
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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0answers
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 ...
0
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0answers
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 ...
0
votes
0answers
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;...
0
votes
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 ...
0
votes
1answer
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?
0
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1answer
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 ...
0
votes
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 ...
0
votes
0answers
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 ...
1
vote
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 ...
0
votes
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 ...
0
votes
0answers
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 =...
1
vote
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 ...
0
votes
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:
...
1
vote
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 ...
1
vote
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?
0
votes
1answer
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 ...
1
vote
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:...
4
votes
0answers
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 ...
0
votes
0answers
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 ...
1
vote
0answers
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 ...
0
votes
0answers
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 ...
1
vote
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 ...
2
votes
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 .. '...
0
votes
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 ...
1
vote
0answers
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 ...
1
vote
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 ...
1
vote
0answers
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 ...
0
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0answers
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 ...
2
votes
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 ...
1
vote
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 ...
0
votes
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 ...
0
votes
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 ...
3
votes
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 ...
2
votes
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 ...
0
votes
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 ...
0
votes
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 ...
0
votes
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 ...
4
votes
0answers
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 ...
