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
3
votes
2answers
1k views

Customer portal username vs salesforce username

Can a customer portal user have a same username as CRM username? Can anyone explain me reason behind this?
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?
2
votes
1answer
885 views

Approval history on Customer Portal page

I want to show Approval History related list to customer portal user. How can I do that?
4
votes
3answers
617 views

Customer portal, security settings and standard UI (List views and View/Edit page layouts)

I am building a customer portal and providing a custom UI using Visualforce + Force.com site but I would like to eliminate access to the standard UI list views and page layouts if the end user makes ...
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 ...
1
vote
2answers
821 views

Customer portal user creation

I am using following code for creating customer portal user u.FirstName = firstName; u.LastName = lastName; u.Username = email; u.Email = email; u.CommunityNickname = email; Is ...
2
votes
1answer
249 views

“normal” SF stylesheet for customer/partner portal

I like the way salesforce looks for internal users. The portals look kind of old. If our partner portal is using all basic SF tabs and visualforce components like listviews, how would we go about ...
2
votes
1answer
542 views

Sharing documents with High volume portal users

My problem is similar to this but also with the added problem of security. High Volume Customer Portal user - Insufficient Privileges for non-image Documents I want only a certain group of people (...
2
votes
2answers
305 views

Sites / Customer Portal Sharing Capabilities

We'd like to build a web application based on force.com Sites and Customer Portal Licenses to have authenticated named users. The data model consist of some custom objects. Now the end users should ...
3
votes
3answers
5k views

How do I use a custom URL for the Customer Portal

I am trying to have my Customer Portal use a custom URL instead of the Salesforce one. The Salesforce one right now looks like this: https://cs13.salesforce.com/secur/login_portal.jsp?orgId=orgId&...
0
votes
3answers
710 views

which scenario we use High volume portal user / standard portal user?

which scenario we use High volume portal user / standard portal user? what is the difference among them?
4
votes
1answer
1k views

How should I use Site.createPersonAccountPortalUser to create a Person Account and activate them on the portal in one step?

I have a method below which is supposed to be called from an unauthenticated Sites page (via https). It is intended to take some personal details and create a Person Account with them and then ...
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. ...
4
votes
2answers
2k views

InputField not editable when in Edit Mode

I am rendering a VF page in Customer Portal and hoping to use inputField. Issue is that the field is not showing as editable, this happens when rendered from the portal (as a portal user) and my in my ...
4
votes
3answers
2k views

Can I grant different field-level security based on record ownership?

I have some fields on an object that contain private information. While the object itself should be visible to an entire group of users, I would like tighter control over those specific fields: I ...
7
votes
1answer
923 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 ...
3
votes
3answers
1k views

Custom CSS in Customer Portal without “repainting” flicker

I've experimenting with the Customer Portal and figured out how to inject CSS and JS via custom code in the header. Unfortunately, on every page load there's a flicker as Salesforce first loads the ...
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 ...
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 ...
3
votes
2answers
1k views

High Volume Customer Portal user - Insufficient Privileges for non-image Documents

First, I do not have this issue with images since by marking them as Externally Available allows them to be accessed from the ImageServer servlet which does not have this problem. Second, to ...
4
votes
1answer
2k views

Re-set user.IsPortalEnabled field?

I can't figure out how to set IsPortalEnabled to true, once it has been set to false. Not a critical issue, just trying to increase my knowledge and understanding of the platform. I was playing ...
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 ...

1 3 4 5 6 7