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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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 ...
4
votes
1answer
2k views

Customer Portal New Case comment notification not working

Working in an org where they are still using the customer portal and are not ready to switch to communities. I have enabled the setting in the Support settings for the cases, as well as the template ...
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.) ...
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 ...
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 ...
20
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1answer
559 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. ...
3
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0answers
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 ...
2
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1answer
219 views

Translations for HTML Areas

I have an HTML area and Custom HTML Header / Footer in a customer portal. The portal is being converted to be multi-lingual. Does anyone know of a way to enter translations for HTML areas? If this ...
3
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1answer
3k views

How do I deactivate a Portal User in Apex Code?

Is it possible to deactivate a Customer Portal user using Apex?
3
votes
2answers
838 views

How to use OAuth only for login, not create account unless the user wants one

I have a lovely OAuth setup so people can use facebook to register for my force.com site. It works great for new users, or for existing users where facebook email matches their account. There's ...
3
votes
1answer
561 views

Unable to create users with 'customer portal manager custom'

im using developer edition org,in my org I have cloned the profile 'customer portal manager custom' to another profile but not able to create users with that profile
8
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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?
3
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2answers
2k views

Give High Volume Customer Portal User access to their own Contact Records

I have been working on setting up an force.com site that uses Overage Authenticated Website User Licenses to authenticate the users. I have been able to successfully give the users read/write access ...
4
votes
3answers
2k views

Provide video tutorials in a customer portal?

I need to provide users of a customer portal with video tutorials. The best way would be to play it directly in the portal without downloading (embedded or like youtube). Two questions about how ...
1
vote
2answers
975 views

Fully expose dashboard/reporting in visualforce page. Possible?

We have a fully customized Visualforce app that is available to customer portal users. Users are automatically directed to the VF pages and have no access to the standard SF customer portal. We want ...
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 ...
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 ...
4
votes
2answers
703 views

Portal User's access to User Object

I have query a query on User object List<User> us = [Select AvatarId__c, CommunityNickname from User where Id = :id]; I am 100% sure it should return a record and it did when I run as my '...
0
votes
1answer
2k views

Getting access token for portal users through OAuth [closed]

I need to get access token for portal users to access a site that was developed in salesforce .I should use OAuth2 method in php to get this access token.Can anyone help me out in solving this issue. ...
4
votes
1answer
1k views

get access token using oauth in customer portal login site

I created customer portal login and site also. , i want to get access token using site url ... my code is ..... <?php session_start(); $token_url = "https://dinegane-developer-edition.ap1.force....
1
vote
1answer
122 views

How can I delete a contact that has cases opened by him?

I need to delete a contact, that has closed and open cases created by him. that were created by the self service portal. Trying to delete it, I get the standard window that shows the cases attached, ...
0
votes
1answer
506 views

Overriding Detail View of SObjects for Customer Portal Users only

Is it possible to override the detail page for, say, Contacts only for customer portal users?
2
votes
1answer
2k views

Site.createPortalUser() in Contact Trigger throws “System.TypeException: You are already logged in.”

I need to automatically create a customer portal (CP) user whenever a CP admin (ie, CP user with delegated external user admin rights) creates a contact in the CP. The CP admin logs into the portal ...
0
votes
1answer
1k views

Custom visual Force page in customer portal

I'm creating a custom visual force page to download files stored in salesforce "Content". This page will be included in the customer portal. Do you know if the portal user (after the login) will be ...
2
votes
2answers
4k views

Redirecting user to a VF page after executing site.login

We are using force.com sites to build a application portal. Customer portal is being used in conjunction to enable self registration. When a user tries to login ... we are executing the force.com ...
2
votes
1answer
626 views

Give High Volume Customer Portal User access to Contacts

What I want to achieve I want to be able have my high volume customer portal users access their own contact record or contacts related to the account linked to them. I want to make this work by ...
1
vote
1answer
1k views

Problem creating HVCP unit test users for test class

I'm having a problem creating High Volume Customer Portal Users for unit testing of triggers and other code. When I attempt to create them, I'm getting an error message as follows: System....
2
votes
2answers
755 views

What could be causing a user to have to login twice to the customer portal?

Question Has anyone encountered issues with portal users suddenly being asked to login again to the customer portal when accessing Visualforce resources? Any ideas what could be done to fix it? ...
1
vote
2answers
1k views

portal to communities migration licenses

I'm testing out Chatter Communities in a dev org. The org previously had Customer Portal enabled. According to this (page 5) http://help.salesforce.com/help/doc/en/...
0
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2answers
80 views

CaseComment-style sharing settings

Case comments have a "Public" checkbox allowing SF users to indicate if a comment should be made visible to the CP user. I'd like to implement a similar design between two custom objects that are ...
5
votes
1answer
548 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 ...
1
vote
2answers
352 views

Using Force.com Site for Customer Portal. Can Customer Portal Login page URL be hidden/deactivated? in lieu of the Site URL

We launched our Customer Portal first without Force.com Sites. Then after a couple of months we deployed a Force.com site to be the front end of the portal. The issue i am having is that some ...
4
votes
2answers
1k views

Account Sharing rule with Customer portal user?

How to create the Account sharing rule to customer portal user. I give Default Access for 1.Account is "Private" 2. Contact is "Control by Parent" I create the Account ...
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 ...
7
votes
2answers
328 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 ...
2
votes
1answer
75 views

Service Cloud Portal Home Page

We want to use the High Volume Customer Portal License Portal for Login to Sites and have it directed to a custom page. I'm having a bit of difficulty figuring out how to redirect from the portal log-...
0
votes
0answers
149 views

Alternatives to Accessing Question.CreatedBy.CommunityNickname in Customer Portal

I have a VF page in the customer portal that shows information about a question and it's replies. However, I'm having difficulties showing user's community nicknames. I understand that there's a ...
2
votes
1answer
150 views

Sites Data Licenses and High Volume Portal Licenses

I'm working with an Architect who has a client with High Volume Licenses that wants to develop a new site for use by contract employees to submit forms related to Opportunity and also view Calendar ...
2
votes
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 ...
4
votes
2answers
1k views

How to determine if Apex code is executing in an authenticated vs. unauthenticated environment (without a SOQL query)

I am trying to dynamically determine, in an organization-agnostic fashion, whether Apex is executing in an authenticated environment --- whether Customer Portal, Partner Portal, Salesforce Communities,...
7
votes
1answer
450 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 ...
0
votes
2answers
1k views

Redirect Customer Portal Login Page to VF Page

Trying to figure out a way to redirect the https://naX.salesforce.com/secur/login_portal.jsp page to a Custom VF login page. Here is my use case: My org is creating a new Customer Portal with ...
3
votes
1answer
2k views

About Customer Portal, Authenticated Website licenses and High Volume

I've been searching online for answers surrounding the Customer Portal / Authenticated Website / High Volume Licenses of Salesforce.com. I didn't find much information on licensing or the technologies,...
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 ...
2
votes
4answers
1k views

actionFunction not working in Customer Portal

I'm using actionFunction in a few Visualforce pages to call a custom save method. Although it works perfectly in regular Salesforce, it does nothing in the customer portal. If I instead call the ...
1
vote
1answer
4k views

VF login page to customer portal login returns to login page

I have a very similar setup to this question: How do I use a custom URL for the Customer Portal I first access my site through a custom url. I see the login page because that is the active page I set ...
4
votes
1answer
310 views

Can salesforce be used as the IdP for customer portal user access to other service providers?

Salesforce can be used as an IdP or SP when using SSO for non-portal users. It can also definitely be used as an SP for portal user SSO. However I cannot find any definitive answer as to whether you ...
2
votes
3answers
7k views

How can i customize permission for Attachment as well as Note object in my custom profile

I have created custom profile which i am using for my customer portal users.How can i customize permission for Attachment and Note object?so that users can access attachment in customer portal.
4
votes
1answer
186 views

Can users of the self service portal delete attachments that were submitted by them?

Users (and super users) of the Self Service Portal can submit and view attachments but can't delete. How do I Add a delete attachment or remove attachment button to the "attachments list in the "...
2
votes
3answers
2k views

Removing sidebar component on Home Page in customer portal

I am working on Customer Portal.on my home page in customer portal i dont want to include sidebar component.but still its leaving space in left hand side.Can we remove this space or not?if yes how?...

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