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.
316
questions
0
votes
0answers
16 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 ...
0
votes
1answer
16 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
35 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:...
0
votes
0answers
11 views
PortalImplicit - Not getting access to Contacts under Accounts
I am logging in with Customer Community Plus Login,
I have read only access to one of the Accounts.
I am creating a new contact on it, and the Contact Owner becomes Community Admin.
I can view the ...
3
votes
0answers
53 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
54 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 ...
0
votes
0answers
44 views
Send Direct Message from Enhanced Lightning Grid
Description
I am trying to create button in an Enhanced Lightning Grid that functions in the same fashion as the "New Message Button" component in Customer Communities.
My Sortable Data Grid Action ...
0
votes
0answers
15 views
Adding Related Records Programatically
I am building a community site, which will act as our customer portal, and I have built a case browser Aura Component that opens cases, when clicked, into new tabs.
This is where I generate the tabs:
...
1
vote
0answers
24 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
73 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 ...
0
votes
0answers
16 views
Create Salesforce Community User using Rest API [duplicate]
I am trying to figure out if it is possible to create a Salesforce Community User using the REST API.
I would use a kind of Site.createPortalUser() method to create the Account, Contact and User in ...
1
vote
2answers
64 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
106 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
34 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
21 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
79 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
87 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
57 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
157 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
121 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
92 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
70 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
3k 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
490 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
391 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
636 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
41 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 ...
3
votes
0answers
199 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
213 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
1answer
22 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
300 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
310 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
71 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
261 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
186 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
102 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
397 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
93 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
19k 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....
2
votes
1answer
1k 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, ...
2
votes
1answer
1k 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
87 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
2k 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
814 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
157 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
413 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
43 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
303 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
270 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 ...
