Questions tagged [partner]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
0 votes
0 answers
17 views

Some question regarding salesforce partner program

If my company is already an ISV for salesforce do we need to create an additional account to be a consulting partner? If not from where in our partner profile we should apply for the consulting ...
user avatar
1 vote
1 answer
34 views

How to contact Partner Support after the account is expired

I am trying to reach out the Salesforce partner support to reactivate my account. But, my partner account was expired. I've searched and read so many articles and they say the only way to contact ...
user avatar
  • 1,303
0 votes
1 answer
30 views

Create custom object using Partner wsdl which has a parent ID (SOAP API)

When creating a new record using the partner wsdl SOAP API how do I add the parent id to the generic sObject. We have a parent record of Account__c and child records of Store_Visit__c My attempted ...
user avatar
0 votes
0 answers
44 views

Salesforce Partner Community Trial Account

I've created a partner community account using the following link for free: https://partnersignup.salesforce.com/PartnerSignupTrial After signing up, I have got an Enterprise org and successfully ...
user avatar
  • 333
0 votes
1 answer
2k views

gets “System.QueryException: Insufficient permissions: secure query included inaccessible field” error

We have a query that is executed by an “experience site/community” user. The user has “Partner Community” license and “Partner Community User” profile. This user executes code containing the following ...
user avatar
0 votes
0 answers
16 views

missing voicecall object as system admin of developer edition

the developer edition with dev-hub on is provided by my company which has signed on with Salesforce for its partner program. I need the voicecall object to complete the setup in this tutorial The ...
user avatar
0 votes
0 answers
183 views

Setting up service cloud voice but getting errors following the guide on creating a package (if installed, supposed to create contact center)

the guide is here: I am getting the following error when following this step: Create a Package Version sfdx force:package:version:create --package "<Package Name>" --codecoverage --...
user avatar
0 votes
1 answer
140 views

Convert lead com.sforce.ws.ConnectionException error

I have been using SOAP API(v43.0) and patner wsdl(v43.0) for converting leads. It was working fine till sometime. But recently it started failing with com.sforce.ws.ConnectionException. And this is ...
user avatar
1 vote
1 answer
95 views

add error from trigger when enabling partner user from contact

Is there is a way to stop / add error from contact trigger when a user try to create a partner user from contact ? I would like to add error in case certain field say firstname is missing on contact, ...
user avatar
  • 127
0 votes
0 answers
35 views

I can not see partner user option when i create user

We are have a new guy in a company and i wanna create salesforce partner account for him, i checked i have a remaining licence for partner account. But when i want to create partner account i cant ...
user avatar
0 votes
1 answer
166 views

Internal user or community user for partners?

In the current project I am working on, I found that client has created internal users for partner and any partner can directly login to salesforce org and has access to almost every object and data. ...
user avatar
0 votes
1 answer
453 views

How to create scrach org when using Partner Developer Edition org?

We have a Partner Developer Edition org which has environment hub. This was created a few years ago. We are in the process of upgrading our development practices to use SFDX and scratch orgs. The ...
user avatar
0 votes
1 answer
334 views

How to show community articles to users based on custom field in user object?

I have few articles in my salesforce community.There are four standard visibility settings in knowledge object for articles:- Visible in Internal app. Visible to Customer. Visible to Partner. ...
user avatar
0 votes
1 answer
529 views

How to make a case comment as private in community?

SCenario1: whenever i add case comment and leave the make it public checkbox as unchecked, it created as public only. Is there any way to avoid it by configuration? user is a partner user. Scenario2: ...
user avatar
  • 1
0 votes
1 answer
55 views

Contact from Partner User are hidden from Partner Executives

Here's my setup I create a new Dev Org. I did made Contacts Private internally and externally. I went in the Community Settings and set Number of partner roles to 3 I enabled Partner Relationship ...
user avatar
9 votes
1 answer
916 views

Should DX Unlocked packages be used for app distribution to customers

Unlocked Packages are just the perfect compromise for everybody working with Salesforce code that he is delivering (for money) to a customer (or two). Managed packages are too much overhead (become a ...
user avatar
0 votes
0 answers
658 views

How can I display account hierarchy from community (customer account portal)?

I launch a community with the customer account portal template. The account hierarchy is launched in Salesforce. But when I switch to the community, I don't see the account hierarchy, and the button ...
user avatar
1 vote
1 answer
546 views

Role hierarchy not having Partner Manager and Partner Executive Role

I created a user by convert lead to contact and then enabling the partner account and enabling the partner user. I was able to create the user but when I edit the user to select a different role I ...
user avatar
2 votes
2 answers
644 views

Unable to deploy metadata from Partner Developer scratch org because of extra fields

As I hoped for higher limits I created my scratch org as a "Partner Developer" org. { "orgName":"myns", "edition":"Partner Developer", "features":[ "CascadeDelete", "DebugApex", "...
user avatar
0 votes
0 answers
193 views

Salesforce FullForce Solution

Do you by any chance know what are the criteria that are taken in consideration to certify a Salesforce FullForce Solution? And what are the steps that should be followed in certifying a Salesforce ...
user avatar
1 vote
0 answers
939 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 ...
user avatar
  • 33
0 votes
3 answers
7k 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 "...
user avatar
5 votes
1 answer
225 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 ...
user avatar
  • 5,461
1 vote
2 answers
1k 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 ?
user avatar
  • 533
0 votes
1 answer
307 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?
user avatar
  • 377
0 votes
1 answer
27 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 ...
user avatar
  • 3,740
1 vote
0 answers
49 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 ...
user avatar
  • 2,162
3 votes
0 answers
308 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 ...
user avatar
  • 2,162
0 votes
0 answers
28 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 ...
user avatar
  • 2,162
0 votes
1 answer
452 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....
user avatar
6 votes
1 answer
641 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): ...
user avatar
  • 2,407
0 votes
1 answer
101 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 ...
user avatar
4 votes
1 answer
723 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 ...
user avatar
  • 41
0 votes
1 answer
457 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....
user avatar
  • 2,162
0 votes
0 answers
508 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 ...
user avatar
0 votes
1 answer
68 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 ...
user avatar
  • 1
0 votes
0 answers
19 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 ...
user avatar
  • 2,162
0 votes
1 answer
29 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 ...
user avatar
  • 2,162
1 vote
1 answer
349 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 ...
user avatar
  • 2,162
0 votes
1 answer
183 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 ...
user avatar
0 votes
1 answer
77 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 ...
user avatar
  • 2,162
1 vote
1 answer
39 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. ...
user avatar
  • 2,162
2 votes
0 answers
55 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 ...
user avatar
  • 2,162
0 votes
1 answer
681 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 ...
user avatar
0 votes
1 answer
47 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 ...
user avatar
0 votes
1 answer
1k 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.
user avatar
3 votes
0 answers
307 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/...
user avatar
8 votes
3 answers
1k 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 ...
user avatar
  • 4,917
3 votes
1 answer
424 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 ...
user avatar
0 votes
1 answer
54 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&...
user avatar