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.

Filter by
Sorted by
Tagged with
0
votes
1answer
928 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
178 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
476 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
368 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
293 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 ...
1
vote
3answers
3k views

How to get associated portal id of a portal user

I need to get the portal id of a portal user in apex I have the userId, but I cannot find a way to get it's portal id Is that through the User? Profile? does anyone know? Thanks
1
vote
1answer
34 views

Is there a way to prevent List View buttons appearing in Customer Portal?

If I create a List View button that is really only intended for my internal users, that List View button also seems to be appear in the Customer Portal. For example, Test Button is valid for ...
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 ...
0
votes
1answer
74 views

Id of Static Resource is being changed on Replace

I am using a Static Resource (type html) in community header html file for displaying a message and i am using IFRAME to this. This message would change from time to time, but every time I replace the ...
0
votes
1answer
1k views

build web to lead form for Customer Community

We have a Customer Community portal and the users that login to this community are assigned to the Customer Community plus license. One of the requirements is to build a web to lead form that is ...
1
vote
0answers
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 ...
2
votes
1answer
46 views

How can I make a view to show a user cases which are related only to their account?

I am working on a customer community portal, and would like to setup a Cases view to embed in the webpage which shows the contact/user who is logged in any case for the account they are associated ...
2
votes
2answers
4k views

How can I delete a contact which was associated with a customer portal user?

When I try to delete a contact I get the error: Your attempt to delete CONTACT NAME could not be completed because it is associated with the following portal users When I click into the portal user ...
0
votes
0answers
55 views

Comunity user Case Read/Edit by accounts - parent account(Portal) Contacts

I have an account, and its contacts(Community Users) have a parent account(Partner Account), and its Contacts(Partner User). I want when a Community User creates a case it should be Read/Edit by its ...
0
votes
1answer
894 views

How to create Partner portal in salesforce?

How to create customer portal in salesforce? What is the difference between portal user and normal user in salesforce? Why customer portal user can't able to customize anything in salesforce?
2
votes
1answer
692 views

Which License is required for accessing Managed Package objects inside Customer Community

I have a Managed Package inside my salesforce Org. This Managed Package requires a License for Every user. manage Package has some Custom objects. If I want to use managed Package Custom objects ...
1
vote
0answers
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 ...
0
votes
1answer
620 views

Customer Portal to send Email Confirmation when change user email

From https://help.salesforce.com/apex/HTViewHelpDoc?id=customer_portal_editing_user_information.htm&language=en, it says "When changing a user’s email address to a new email address, email ...
1
vote
1answer
50 views

Update Contact fields while Community User Creation

Use this line of code Site.createPortalUser(user, acc.Id, password); We can create a user and create a new record of contact under that Account. However, the new contact has no other data added, e.g. ...
0
votes
1answer
122 views

Allow Customer Portal Self-Registration

I added Allow Customer Portal Self-Registration field to my contact page layout. Even though i added this option to page layout, it is not visible while i am creating a contact record. Do i need any ...
0
votes
0answers
26 views

Cretaing contratcs and asserts on portal users with accounts?

we don't have access on accounts for portal users. but for creating contracts we need account. Like the same way, For creating assets also we need(not a mandatory field) account for assets. how we can ...
2
votes
1answer
523 views

what is Customer portal in salesforce

It might be a simple one. But i am new to this topic. can anybody explain what is customer portal in salesforce? Why we are using customer portal in salesforce? How many types of customer portal ...
3
votes
1answer
869 views

License Limit Exceeded Error while creating user

I am facing License Limit Exceeded Exception when trying to insert a new user through Apex rest api class and error is given below Insert failed. First exception on row 0; first error: ...
0
votes
1answer
2k views

Email notification on customer response to case comment

I want to send an email to the Case Owner if a Customer responds to a case comment via email. Is there any out of the box setting? Or do I need to write a trigger?
1
vote
2answers
85 views

How to create a user for newly cloned High Volume Customer Portal profile?

I created a profile called Test Portal profile by cloning High Volume Customer Portal profile. I wanna add users to Test Portal profile. i am unable to add users to this profile.
4
votes
1answer
1k views

How to share object records to customer community users?

I have a requirement to share a custom object records to customer community users. The opportunity object has Event Booking and contact roles as related list. Eg: There is an opportunity called Test ...
2
votes
1answer
826 views

How to convert a Contact to Partner user using apex code?

I converted a lead into contact which is taking from web-to-lead. But i am struggling at converting the contact to portal user using the code. please can any one provide the apex code for ...
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
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. ...
0
votes
1answer
30 views

Regarding Users

What is the Difference Between Portal User,Partner User,Customer Community User,High Volume Standard Portal User,How to Login with the Different types Of Users ,why these Many types of Users Needed In ...
2
votes
1answer
1k views

Multi-language / Multi-brand Salesforce Communities

We are looking at implementing a customer facing application using Salesforce communities, and in the simple case this looks very straightforward. However, it's always the way that a couple of ...
3
votes
1answer
1k views

Report on Contacts with community users

I create the community users from Contact - Manage External User - Enable Customer user. Thus, I'm getting new record in Users. Is there any way I can build a report on all contacts who has community ...
2
votes
1answer
297 views

Invalid email address with an underscore

I tried to create a client that has an email address with @flightcare_multiservices.com for some reason it doesn't seem to work. i don't know if it because of the underscore or not ? did anyone faced ...
4
votes
1answer
91 views

Portal for users with no authentication

Is it possible to create a "contact us" public facing webpage that requires no authentication? I'd like to have the public-user go to a public page, fill out minor details, click Contact Us which ...
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: <...
2
votes
1answer
153 views

Your user profile is not associated with this service

I've cloned a profile called Heathrow Portal which works fine when you want to log in onto the portal. But Now that I've created a profile for Atkins it comes up with the following error message : "...
1
vote
0answers
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="...
2
votes
0answers
108 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
votes
1answer
64 views

Store last generated number and generate +1 based on that number on the portal.

I want Salesforce to generate a number on the portal it needs to go from 0000 to 9999 and it needs to be generated once the customer choses a number. eg, if the last generated number was 0021 and the ...
1
vote
1answer
1k views

Communities - sharing options

At the moment we have a customer portal and we are looking to move to communities. The Customer Community license and the Customer Community Plus license offer different options for the sharing of the ...
0
votes
1answer
185 views

Reset password is missing on my free sandbox instance

My reset button for users is missing on my dev instance does anyone know how to enable it ?
0
votes
1answer
25 views

Customer and Partners are not able to login to Service Cloud

Customer and Partners users with profile "HCIT customer community user" are not able to login to Service Cloud, and they are getting error message:"No available community". All other profiles are able ...
1
vote
0answers
153 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 ...
2
votes
0answers
780 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 ...
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 ...
0
votes
1answer
182 views

Give Access to different visualforce pages for Customer Portal users

I created customer portal with login enabled and assigned Customer Community Plus User to the portal with two users. I am able to login to the customer portal by using those two user's credentials. ...
0
votes
1answer
107 views

Run test code as a community user, but pass CRUD/FLS checks

So, the title might be a bit confusing, but I tried to keep it short. Here's the problem I'm facing: So we've built out some community based pages for one of our products. Because these pages utilize ...
0
votes
1answer
79 views

Customer Portal in Sandbox

I tried looking at my sample developer account and I can see the Customer Portal (Customize -> Customer Portal). However, I can't see Customer Portal on a sandbox I am working on. Where do I start to ...
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 ...

1 2 3 4 5 7