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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131 views

Can't get rid of Customer Portal dependency in Managed package

I have a managed package which once use Customer Portal features. I think I removed them all (at least I can't find them) but whenevery I try to upload a new major or patch release the Customer Portal ...
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71 views

customer portal

I'm using the customer portal to my customers. I have the Services object, when I click on view, the related lists are collapsed due to the large number of results that are shown. I would like to ...
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124 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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232 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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67 views

Performing DML on records who have inactive owners

I have a Quote__C(custom Object) whose owner is a portal user which is now inactive. I have to perform a dml on such record ,but salesforce isnt allowing me to do so(from other portal user profile ...
3
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486 views

Access to Custom objects for Customer Portal Users

We have customer portal and We have exposed Custom objects that have lookup to Account object and private sharing to Customer portal users. This is done by adding the sharing set such that User's ...
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305 views

Partner users can't see its customers custom object records

We have a Partner that has several customers that it supports. We have a custom object called Change. We also user the high-volume portal license for some of the customer users and the customer ...
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142 views

Facebook SSO with Portal Users

I am using Facebook as Auth Provider to allow portal users to login into portal org via their facebook credentials. I have successfully implemented that. Now, in Registration Handler, while creating ...
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667 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 ...
2
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0answers
110 views

Merging portal user enabled accounts

I am having a problem that I merging person account whose portal user is enabled. So can we do this using batch class? or is there any other workaround for this. How can i check whether the person ...
2
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0answers
782 views

Give internal users access to the customer portal by default?

By default, the customer portal is accessed via portal user accounts. Salesforce internal users have a separate, non-portal contact for logging into Salesforce via a standard SF splash page. To ...
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55 views

Custom Object Security, Portal Users

My company has a Community Site which provides Support for our users. The users of the Community Site are Portal Users (obviously). The level of support provided is determined by the Portal Users ...
2
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1answer
76 views

Can we brand a mobile app?

I am very new to mobile development. Is it possible to brand a mobile app hosted on force.com? We would like to have our customers download "MyCompanyApp" that runs on force.com instead of ...
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145 views

Article visibility in customer portal and partner portal

I read this while going through Knowledge implementation guide - Customer Portal users inherit the role visibility of the manager on the account. Can anyone please explain this. I don't have ...
2
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1answer
17 views

How can I authenticate SSP users in company website?

Scenario: We are going to create a content website for our users (contacts of accounts) We want/need to secure this site with a username and password. We currently have the SSP (Self Service Portal)...
2
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1answer
221 views

Update from address in auto-email reply for cases submitted through portal

When a customer creates a new case in our customer portal, our standard web-to-case email template is used to send an auto-reply with general information about the new case. We use the same email ...
2
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400 views

Custom search results page in salesforce community

I am creating the Salesforce community with custom UI. There is search form in the header(its UI is customized) like: <form action="/<community name>/search/SmartSearch" method="get"> ...
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439 views

Customer Portal custom maintenance page

We'd like to create our own custom maintenance page and time windows when we do our own updates to customer portal. We'd like once a user logs in to be communicated about the incoming maintenance ...
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340 views

Customer Portal user and queue handling

I had the amazing idea to create a class coupled with a Visualforce page, that allows a Customer Portal user to create cases. It all works fine, except that the Portal User is unable to access the ...
2
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0answers
357 views

Customer Portal: StandardSetController for Cases with filterId set to “My …”-type of list views

I'm confused by the behavior of my StandardSetController for cases when its filterId is set to "My ..." type of list of views (e.g., "My Cases", or list views where Filter By is My Cases). As a ...
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0answers
683 views

Change default app for customer portal profiles

I cannot uninstall an AppExchange application because it is the default app for the Customer Portal profiles. However, when I try to edit these profiles, they are read-only with respect to the ...
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32 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 ...
1
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1answer
400 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: @...
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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 ...
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20 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 ...
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67 views

How do I know whether a community user is the first time using the Community_URL?

This is related to Customer Community. Once the customer user is enabled by the System Admin, the User will receive the Welcome Email. In the Email, it contains {!Community_url}. If the User clicks ...
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17 views

i want the logged in user associated with account to see their attachments only when they click on attachment

My VF : <apex:page controller="AttachmentUploadController" sidebar="false" > <apex:sectionHeader title="Program Documents " subtitle="Attach a File"/> <apex:form enctype="...
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154 views

Customer Portal + Auth Provider + Connected App + Facebook Login + SalesforceMobileSDK-CordovaPlugin

When we login using Facebook it successfully redirects to the Facebook login page and if login username and password are correct then shows the authorisation of the Facebook developer app. when you ...
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316 views

Looking for a client portal/dashboard alternative to communities

Communities seems to be geared both in price and feature set for large enterprise. As a very small business, I am wondering if there is an alternative to communities for creating/displaying a ...
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97 views

Can you log out a user from multiple domains ? (expire all sessions)

Our customer portal is available in multiple languages, all of them have their own domain and allow the user to switch languages. Currently, when a user logs out, we take the user to https://company....
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444 views

PKB Knowledge Articles in Customer Portal

I am using the PKB app (app exchange link) to get a simple knowledge base up and running in the context of both an authenticated (via customer portal) and unauthenticated site, but the site looks ...
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0answers
33 views

Customer Attention email

The email that is sent to a portal user when their case is updated (to Customer Attention) comes from the an employee that updated the case. Can we have it come from noreply@mycompany.com instead? ...
1
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1answer
435 views

Rendering text or image in Custom Email Template (HTML Version)

I have a custom email template (html and text versions). I want to render certain parts of the template based on a multi select picklist value. I have to render the below 'td' when User....
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0answers
200 views

Customized change password page is not displaying in force.com site which is enabled for the customer portal

I am using Custom Change Password page for Force.com site. For that site we enabled Customer portal. And we are using High volume customer Portal licenses for the User. Once we click on forgot ...
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64 views

Remove username from Customer Portal Confirmation Email

I am attempting to modify the username of the confirmation e-mail for the Customer Portal that I have setup. I have created a custom login and am populating the @something.com portion of the username ...
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31 views

Customer Portal…Custom Report header is not translated at the time of downloading

Here I am Login with Chineses Language in Customer Portal, there are one custom reports and i want to download from Export Detail buttons....when i download as excel or csv format heading is not ...
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208 views

Preventing Users with the Customer Portal Manager Custom profile from seeing Contact and User records from other Users in their Account

I'm beginning a project where I will have users with the "Customer Portal Manager Custom" license using my Customer Portal. I've noticed that these users are automatically granted read access to the ...
1
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1answer
543 views

Removing Login as portal user option

In the manage external user button options, i want to remove login as a portal option as i am currently having communities. When i click on login as a portal user it shows No available portal. so this ...
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21 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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18 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 =...
0
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1answer
19 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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22 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
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1answer
18 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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16 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 ...
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183 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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99 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 ...
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16 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: ...
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220 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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0answers
134 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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90 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 ...