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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20
votes
1answer
556 views

Restrict users from uploading signed PDFs

We have a customer portal where we allow our customers to upload several documents(PDF only) as required. These documents after getting uploaded to SFDC are then also sent to our other systems. ...
19
votes
2answers
14k views

What's the difference between portal and newly introduced salesforce community

After introduction with salesforce community, I am unable to clear how community is different from portal functionality. I already read here but this don't have answers of question like: What is new ...
16
votes
5answers
3k views

What is the downside to using a custom object instead of Contact for people-based data?

I am working on coaching application for a client and the coaches (Contacts in the current system) are portal users who need to save information about their customers. So my plan was to make ...
15
votes
4answers
5k views

New product : Salesforce communities

Last friday, Salesforce released a new product which is Salesforce communities (Also called chatter communities?)which seems to be based on chatter and works on the principle of sharing and ...
15
votes
3answers
9k views

apex method for logout from force.com site

I'm using a force.com site and it has a login method that allows you to redirect them to different landing pages from within apex via Site.login(username,password,url). However it appears there is no ...
13
votes
1answer
6k views

What are the differences between High Volume Customer Portal license and Authenticated Website license?

There are cloudy differences mentioned here, but I feel there are more differences.http://na1.salesforce.com/help/doc/en/customer_portal_manage_users.htm#CPuserlicenses What are the differences ...
13
votes
3answers
4k views

Is there a way to use custom CSS with the Customer Portal in a reliable and maintainable way?

On Salesforce.com's Customer Portal marketing page there is a video with an example Customer Portal from Dell. The portal in the video is obviously using a lot of custom CSS which I know can be ...
13
votes
1answer
1k views

Is it possible to use Facebook SSO with portal users?

I know you can use Facebook as an identity provider but it seems to be limited to "regular" users. Can you also use Facebook as an identity provider in the portal? How does it match back to a user ...
11
votes
1answer
279 views

Why are my Portal Users sharing their usernamespace with the world in Spring '13?

At the same time as the rollout of Spring '13, I'm encountering issues related to High Volume Customer Portal Users: their usernames are now clashing with users in other orgs. I'm aware that Portal ...
10
votes
6answers
3k views

Handling Community Nickname field for Customer Portal registration

We have a customized Force.com Site + Customer Portal for the authenticated portion of the Force.com Site. We have self registration enabled. Currently the nickname and alias fields are required on ...
10
votes
1answer
245 views

Will I break a TOS by letting contacts login to a visualforce page I create

Will I be breaking any TOS by giving contacts a username (email) and password (generated) to sign into a visualforce page to access an app I build. I want to do this without buying any customer portal ...
10
votes
2answers
3k views

How can I configure Case Comment notifications to go to the Case Contact instead of the Portal User?

Possible red herring, but this seems to coincide with the release of Spring '13. On a Case record: if a support engineer clicks "Send an Email", an email is sent to the Case Contact's email. [good] ...
8
votes
3answers
4k views

Getting remaining licenses of customer portal using apex

When a new portal user is created, can we check the number of used and total portal licenses?
8
votes
2answers
9k views

Difference between Self-Service, Customer, and Partner portals?

I'm trying to create a portal that replicates the function of login.salesforce.com, I want it on my domain at salesforce..com. I figured other than a redirect that salesforce may have some nifty way ...
8
votes
2answers
3k views

Creating High Volume Portal Users for unit tests

I am attempting to test some code written for an inline visualforce page. This code operates under the assumption that the user viewing it has a contact associated to it. I am attempting to create the ...
8
votes
1answer
4k views

Can you change the related Contact of a Customer Portal User?

When I attempt to change the field User.ContactID in order to connect a User to a different Contact, I get the error message 'Field is not writeable: User.ContactId'. Is there any way to do this?
8
votes
1answer
3k views

Enabling Single Sign-On for Sites using Salesforce as the Identity Provider

I was wondering if anyone has had success in trying to enabling single sign-on for sites using salesforce as the Identity Provider. https://login.salesforce.com/help/doc/en/sso_sites.htm I have used ...
8
votes
1answer
2k views

Authenticate Users on Salesforce Communities

I have built a custom login page for salesforce communities.I need to add additional conditions for authentication other than username and password.Where do i need to add additional conditions for ...
8
votes
1answer
1k views

Grant Read/Write/Delete access via Apex Managed Sharing?

Assume we have many groups of customer portal users and each group has an account that represents their company. We'd like each group of users to have full Read/Write/Delete access to each other's ...
7
votes
1answer
3k views

Bulk User Administration for Customer Portal

I'm getting ready to do a large-scale Customer Portal implementation that will involve 1000+ CP user accounts. These will typically be added in batches of 40-60 users at a time, usually associated ...
7
votes
1answer
920 views

Add Tabs in Public Sites

I have a Customer Portal. It has these tabs: I also have a Site (from Setup->Develop->Sites) that has Public Access enabled And I have this tab: However, I should see 2 more tabs: Answers and ...
7
votes
1answer
441 views

Cases created by high-volume portal users become inaccessible

Service Cloud Portal users are those users with a High-volume portal license type. There are requirements that typically mean you'll need to use this license type viz. You anticipate more than 300k ...
7
votes
2answers
3k views

Customer Portal Manager vs Authenticated Website

I am creating a customer portal using force.com sites. I want to know which license type fits in what scenarios? Any thoughts?
7
votes
1answer
184 views

How do I move an idea between communities?

I have an org with a large number of communities, one of which is private. Some of the ideas posted in the private community need to be made public, while some need to stay private. Based on this ...
7
votes
1answer
1k views

Attaching files in Customer Portal

I am using the customer portal for clients to access some information. The clients needs to be able to upload files in customer portal. However, with costumer portal licenses they only have access (...
7
votes
1answer
438 views

OAuth 2.0 handshake for Portal users

As described on OAuth for portal , initial OAuth handshake for authorization code gathering is changed. It should be used different domain URL Like, instead of : https://login.salesforce.com/...
7
votes
1answer
1k views

How to authenticate a JavaScript (e.g. AngularJS) client of an Apex @RestResource?

I am working on an AngularJS mobile application that obtains its data from salesforce.com using REST calls to @RestResource Apex classes. (There are no conventional Visualforce/Apex controller pages.) ...
7
votes
2answers
327 views

Inconsistent behavior for login with Customer Portal and Sites

We tried to implement the Customer Portal and Sites together, but we encountered a problem when we deployed to production (works fine in sandbox). This is the behavior we're seeing: Users log in ...
7
votes
1answer
449 views

Customer Portal/Knowledge with integration ASP.NET

I normally work on an ASP.NET site, which has its own ASP.NET Membership and profiles. Salesforce was introduced to the company to provide a CRM. Initially the member profiles that the site creates ...
6
votes
1answer
143 views

Do I always need to create a customer portal to leverage authenticated sites functionaliy?

We are planning to create a force.com site for multiple languages. We are planning to use authenticated sites user license for the users to login and do some features. In my understanding to do this, ...
6
votes
1answer
895 views

Generic Error in Community site

I have a Community portal developed. It contains a hundred VisualForce pages with apex controllers that refer to custom and standard Salesforce objects. Users have 'Customer Community Plus' license. ...
6
votes
1answer
728 views

Show information on visualforce page only for certain profiles [duplicate]

I've added a profile recently and I want to display an extra button for that profile on the visualforce page. I've tried a couple of things but it doesn't seem to work. Here is what I've tried: <...
6
votes
2answers
142 views

What impact does the Account ID argument to Site.createPortalUser have?

The Site.createPortalUser call requires an Account ID to be specified. But what impact does that Account ID have on the access rights of the User that is created? (I haven't managed to find any ...
6
votes
1answer
2k views

Apex Test Data - Portal Users

I cannot figure out how to create/insert a Customer Portal user record in an Apex Test. After the necessary google hunt, I came across this piece of Salesforce documentation: Apex Testing with runAs. ...
6
votes
1answer
1k views

Visualforce site working on HTTP but not on HTTPS

I am facing a problem in making my visualforce page work on force.com(sites). Created a new visualforce page and it works fine when I click on preview button. Added the page to site.com and granted ...
6
votes
1answer
488 views

Does Site.createPortalUser work in a sandbox?

I have a problem in production where, when users activate their account via Site.createPortalUser, instead of the User being linked to the existing Contact a new Contact is created. (Any advice on ...
6
votes
1answer
1k views

New Customer Portal user email even when triggerUserEmail = false

I'm trying to write an Apex web service that can create a customer portal user. After creating the user, there is a separate step which does a password reset for the user and sends them an email. The ...
6
votes
1answer
1k views

404 redirection after converting Customer Portal to Salesforce community

We are in the process of converting a Customer Portal into a Customer Community and we are having issues with the 404 redirect function of Communities. Using Customer portals when a user enters in ...
5
votes
1answer
7k views

Permission for internal users to manage external users

I am trying to allow people in support to provision new customer portal users (We haven't switched to communities yet). When I go to the contact record I see the 'Manage External User' button, but ...
5
votes
2answers
1k views

Increasing width of sidebar component?

I am working on customer portal. I have created Narrow (left) Home page component. I want to increase it's width. How can i do this.?
5
votes
1answer
2k views

frontdoor.jsp for Customer Portal user? How to authenticate a portal user with session id?

authenticate a customer portal using SOAP login() method and LoginScopeHeader receive SessionID in LoginResult object How can I use SessionID to redirect the user's browser to the customer portal and ...
5
votes
1answer
547 views

Not getting login screen to protect private customer portal page

I have a VF page that is (supposed to be) privileged to authenticated Customer Portal users, but when I clear my browser's cookies and enter the URL for the page, I get immediate access without being ...
5
votes
2answers
3k views

How to export more than 50K records matching a query as a CSV?

I'm building a CSV exporter for use within a Customer Portal that allows them to export in bulk some of their data (basically usage logs, which there are a ton of). For some super users there are ...
5
votes
1answer
973 views

Communities Self-Register Activation Link

I stumbled across a requirement that is to not allow the users to log in in the communities/portal upon self-registration until they confirm the registration (activation link must be sent through an ...
5
votes
1answer
2k views

Bypassing RemoteAccessAuthorizationPage when using a remote application?

Hey guys I had a dream last night about a huge issue in our ability to aggregate data. After setting up a remote app, using PHP to "CURL" into login.salesforce.com for authorization, we hit the ...
5
votes
3answers
2k views

How do I Login as a Contact's Portal User to Force.com Site that uses Customer Portal for authentication?

On the Contact detail page there is a Work With Portal -> Login As Portal User button when the Customer Portal is enabled. I have a Force.com Site that uses Customer Portal for authentication. ...
5
votes
1answer
265 views

confusing field doesn't exist error from javascript remoting

I'm getting the following error from javascript remoting while logged in as a auth. sites user in the portal: No such column 'mynamespace__Contact__c' on sobject of type ...
5
votes
2answers
2k views

How to use image in Customer Portal header HTML, without using Image ID?

Documentation says I can choose an HTML file for header image in Customer Portal. Searching on the internet is showing that people have uploaded the image on Documents, and referring to the ID of this ...
5
votes
1answer
1k views

How to change location of username and password in Customer Portal email

I have a very nice branded professional looking HTML email template for the New User Email Template for the email that gets sent for a new Customer Portal user. The issue is that SF just appends the ...
5
votes
1answer
2k views

Is a mechanism like Site.createPortalUser available where the Contact already exists?

As I understand the Site.createPortalUser method, it results in a new Contact object and User object being created. Is it possible to instead have the Contact pre-existing, and to only add the User ...

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