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Questions tagged [partner]

The tag has no usage guidance.

1
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0answers
42 views

Partner Community Custom Button & Missing Activity

I hope someone can help me with this as I have explored all options I am aware of. I have a custom app for quoting that we have used with no issues for years. Recently, we started a partner ...
0
votes
0answers
140 views

Error message : No access to field PrimaryPartnerAccountId - VF page in lightning

We have a custom VF page for the account page layout. I am trying to create a new opportunity using the new button on the opportunities related list on the Account. I fill in the required fields and ...
0
votes
2answers
196 views

The source report is based on a report type that is inaccessible to the dashboard's running user

I have configured partner community. There is opportunity pipeline report configure for Community user. But when I open up the report in partner community by logging with community user. Report says "...
5
votes
1answer
38 views

Partner object - workbench says it's triggerable - but it's not

I need to create a trigger on the OpportunityPartner object. I know it's not triggerable. However, looking with workbench on the 'Partner' object, it's triggerable attribute is 'True' Is that a ...
1
vote
2answers
51 views

How can I get access of environment Hub?

Do we need to build managed package first or We have to develop package on org generated by environment hub ? Does environment hub will be available after security review ?
0
votes
1answer
18 views

Today's event component on partner community page

I am trying to include the Standard component to show today's events on partner community home page [Partner Central Template]. Is it possible to get that?
0
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0answers
24 views

Permissions on Partner objects and triggering actions

We use the Partner object to represent a reseller relationship between an account and an opportunity. When adding a reseller (ie. creating a Partner object) we must also trigger some updates to the ...
0
votes
1answer
21 views

External users inputing into the Org

We use appraisers to appraise real estate for us. We would like to have them login to our Org and create new appraisal records. They would be able to see a record which is a custom object which ...
1
vote
0answers
25 views

How to update profiles as part of push upgrades?

We currently have a managed package that can be installed in customer orgs using a link. Upon installation, the customers have the option to choose what profiles in the org map to what profile in the ...
0
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0answers
19 views

Assign lead to Partner user in Lightning

Right now i do no not see option to assign Lead to partner user, please suggest whether do we need to configure it or it is not supported in Lightning.
2
votes
0answers
117 views

Granting Login Access via Licence Management App by Users

We are an ISV partner and our customers use our package 24/5 on for a mission critical purpose. We are using LMA to support them using "Grant Login Access" feature. The problem we are dealing with is ...
0
votes
0answers
21 views

How to see list of components to be updated when upgrading a package?

When we are upgrading a our managed package in an org, we can see a list of components that are being updated/changed. I have noticed that we can see a list of components that are being updated by ...
0
votes
1answer
97 views

Block Users from Enabling a Partner Account if Record Type is not Customer

Trying to create a validation to check if a partner account enabled is of any other record type than a specific value. Validation: AND( OR( RecordType.Name <> 'Legal Entity' , RecordType....
5
votes
1answer
227 views

Sign Up for an ISV Partner Account in the Partner Community

I am trying to sign-up to the Partner Community to get an ISV Partner Account I filled all the needed data But I am getting this error about my email Please correct the following error(s): ...
0
votes
1answer
41 views

Allow internal users to edit partner users' calendar events that they (internal) created

We have internal users that create calendar events for our partner users. When they do that, they assign the event to the partner user. Apparently, one of my internal users claim that she used to be ...
4
votes
1answer
267 views

Salesforce Partner Program for Consulting Partners

What is the cost for becoming a Salesforce Consulting Partner? Is the fee monthly, annual, etc? How long does the process take? Brief overview of the steps involved in the process and approximately ...
0
votes
1answer
75 views

Platform Encryption Implications on Data Import/ Export

I read here that "You can’t use the Data Import Wizard to perform matching using master-detail relationships or update records that contain encrypted fields. You can use it to add new records, however....
0
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0answers
80 views

Partner Community user not able to convert lead and create record

I encountering an error in CRM where user is not able to convert a lead or add any account. When I logged in on same account in IST its working and I am able to do same thing but when someone trying ...
0
votes
1answer
56 views

How do I get a list of our partners?

I have very little experience with SF so am probably doing something very simple wrong. All I want is a list of our partners byt type. I've tried Reports>New Report>Accounts with Partners, set it to ...
0
votes
0answers
18 views

No Users with granted login under subscribers in Licence Management App

We have users that have granted us login access. However, we do not see their names under their subscribed org in LMA. What could be causing this? Package, package version, subscribers look correct ...
0
votes
1answer
23 views

How to identify if a new component is being added to a managed package upo upload

We have a very large managed package that depends on other packages. Every time we want to upload the package we want to make sure that no unnecessary new components are added. As far as I know, the ...
1
vote
1answer
105 views

No subscribers under Subscriber Organizations tab in license management app (LMA)

We have installed License Management App (LMA) into our business organization for one of our packages. Now we want to use the LMA to login to our customer orgs that have installed other packages. I ...
0
votes
1answer
42 views

Custom reports with Partner related fields in filters can't be run by portal user

When preparing reports for a portal user I find they are unable to run my custom "Account, Opportunity, and Partner" reports that reference a Partner field. When they try to open such a report they ...
0
votes
1answer
48 views

Updating a trial webform with a new trialforce template

Our TSO was approved with a previous version of our template. Now we have updated our template and want our webform to be associated with the new template instead of the first template. I have already ...
1
vote
1answer
22 views

Updating access level when updating a managed package

We have a managed package that has several profiles in it. Every time we install the package, we have the option to choose what profile in the package should have access to what profile in the org. ...
2
votes
0answers
38 views

What is the most effective tool to monitor customer usage of managed packages?

We are an ISV partner and have managed packages that our customers are using actively. We want to know some statistics on usage of our pages/components. We have installed the usage metrics app ...
0
votes
1answer
191 views

Partner Community Licenses

We have partner community licenses but want to utilize them for our employees. I'm wondering if employees with partner community license can submit records for approval and approve requests based on ...
0
votes
1answer
30 views

How to replicate Partners in Force.com app

I want to replicate part of the 'Partner" functionality in my app. I have accounts and I want to tie them to their lender. In this case Lender is a replacement for partner. I want the Lender ...
0
votes
1answer
384 views

Not receiving welcome emails on creating a new partner user

I am not receiving the welcome emails on creating new partner user. Any idea what can be the issue with it? I received for my other two orgs but just for one org I am not getting emails.
3
votes
0answers
125 views

Sign Up form success page not redirecting

I have a custom sign up form which used to work perfectly until last weekend. Now, after it hits success, the success page is not being fired. That's the URL I get https://www.salesforce.com/...
8
votes
3answers
456 views

Upload unmanaged package on AppExchange, without being Salesforce ISV Partner?

A question related to AppExchange, Is it mandatory to become a Salesforce ISV/OEM Partner to upload unmanaged package on AppExchange. I want to upload some apps(Those will be unmanaged packages) on ...
3
votes
1answer
129 views

How would we manage user licenses if we developer an OEM Embedded App

Does Salesforce have/offer a tool/App to help OEM/Embedded partners track and manage their user licensees, similar to the License Manager App that is available to ISV Partners? If so, please direct me ...
0
votes
1answer
35 views

OAuth 2.0 login link for partners

I am integrating Salesforce OAuth 2.0 as written here. The link to log is generated in the following format as expected: https://login.salesforce.com/services/oauth2/authorize?response_type=code&...
0
votes
1answer
41 views

Account - Setting a constraint on accounts that need to be converted into partner accounts

There is an option on the Account object called "Enable As Partner", as you can see below: I want to allow users to convert an account to partner as long as this account has an Account Primary ...
23
votes
0answers
331 views

Why new Developer Orgs spun with Environment Hub now have Status=Trial and do expire? I while ago it was Status=Free without expiration

Today I had to spin some new DE orgs via the Environment Hub. I've done this often before and I thought to know the process. But I was shocked after taken a closer look on the orgs, which have been ...
2
votes
0answers
171 views

Salesforce product development partner/ consulting partner/cloud alliance partner/all [closed]

I have been a Salesforce developer for over 3 years. Lately i incorporated by business. Next i want to get my company enrolled into Salesforce partner program. Over the internet, i have seen logos ...
4
votes
0answers
57 views

Lifetime of Pre-Release Orgs for Partners to test APEX and Managed Packages?

We have some pre-release orgs on the gs0 pod. All of them are Developer Editions. I noticed that one of them I've spun in 2014 is still available, while an other one I've spun around 2015 is gone. We ...
-1
votes
1answer
124 views

How to bring salesforce report in .Net website?

I want to display salesforce report/dashboard in my website. or any way to get report data with partner api? Can any one help me? Thanks, Bhavesh
1
vote
0answers
280 views

Partner Community Templates

When setting up a Partner Community, do you have to use the Aloha template with the standard SFDC UI or are their other templates? Kokua, KOA, Napili, all seem to be specific to Customer Communities.
1
vote
1answer
694 views

How is SFDC implemented as a PRM (Partner Relationship Management) System?

I'm curious about how SFDC is recommended or typically implemented as a PRM system. Do customers typically use the Sales Cloud product, and implement each partner as an Account, or is each partner ...
0
votes
1answer
31 views

unable to utilize my licenses

Unable to access my partner community licenses. I have 19 Available but the option when creating a new user, as far a licensing goes, only allows me to choose create chatter free/chatter (in general) ...
2
votes
1answer
95 views

How do I get an ISV business org?

I have developed a managed package in a DE org, and later became approved as a Partner. I plan to put my package on AppExchange, but I need an LMO. I read somewhere that my ISV business org comes with ...
1
vote
1answer
511 views

Cross reference works for ID but not for External Id

I am facing INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY while creating CaseComment object with external id CaseNumber for Case parent object. I am using the profile with "Partner Community" user ...
0
votes
1answer
452 views

Set the first Partner added to an opportunity as “Primary” by default

Our Sales have to add Partner(s) for certain Opportunities. They do this within the Opportunity record, under the Partners section. When they do, the Partner needs to be marked as a “Primary ...
1
vote
1answer
245 views

How long does it usually take to get approved for a Partner account? [closed]

I couldn't find anything on SalesForce or Google that could give me an idea of how long it should take to be approved as an ISV. The closest I found was an estimate of 5-7 business days if you want to ...
3
votes
1answer
90 views

Can I publish a managed package on AppExchange that was made in a different developer org?

I have a regular developer org on which I have developed a managed package. I now want to publish it on AppExchange. I just read that I need an ISV partner account in order to do this. It seems this ...
1
vote
1answer
621 views

a formula field displaying an image is not working in partner community sf1, but is fine on sf desktop

a formula field displaying an image works fine in internal org and partner community salesforce desktop, but it does not on sf1 in partner community formula IMAGE(Photo__c, "Photo Unvailable", 200, ...
2
votes
1answer
44 views

Registered Partnership Clarification

My company is considering becoming a registered partner. I noticed Salesforce requires at least 1 person to have 2 Salesforce certifications. Do these need to be completed before we apply for a ...
1
vote
1answer
223 views

Enable partner user to be 'manager' of another partner user

I am currently using Communities and I am trying to add a partner manager as the 'manager' of another partner user's, user record in Salesforce, using the lookup manager field. I cannot see any ...
2
votes
3answers
2k views

sObject type 'Partner' is not supported

I have a Update trigger on Opportunity. The trigger queries the Partner object. [Select AccountToID from Partner where OpportunityID IN: Trigger.newmap.keyset()] The above trigger has been running ...