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.
326
questions
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10 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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34 views
Stop clients (Customer Community Plus Login users) from viewing cases created on their behalf on Community
Sometimes on community, I need create cases the behalf of a client. Which means that on the field "Contact Name", I will put the name of the client I am created the case for.
The problem is ...
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1answer
124 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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1answer
37 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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14 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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22 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/...
0
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1answer
27 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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28 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 ...
0
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1answer
15 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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0answers
233 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
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1answer
130 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
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1answer
124 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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20 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
197 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
35 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
59 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 ...
0
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1answer
87 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
23 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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vote
2answers
222 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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0answers
327 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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388 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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0answers
73 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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0answers
584 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
259 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
515 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
279 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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0answers
29 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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vote
2answers
301 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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0answers
245 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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0answers
182 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
393 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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vote
1answer
471 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
158 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
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1answer
177 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
8k 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
1k 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
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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 ...
0
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1answer
54 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
268 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 ...
0
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1answer
408 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
31 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
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1answer
673 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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vote
2answers
612 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
158 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
387 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
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?
3
votes
1answer
921 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
118 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
457 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) ...
