Questions tagged [partner]

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Partner Role Lateral Sharing___ Salesforce

Partner Role Lateral Sharing I'm wondering if there is a way for two users with the same partner manager role within an account to be able to see and edit each others records, without the need for ...
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-1 votes
1 answer
113 views

Partner Community Login Issues

I don't understand, why can't I login to partner community? I used to login without issues. The loading spinner is shown, and I can see some JS errors in Javascript console
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0 votes
1 answer
33 views

How do I write a soql child query using the new partner object

I need to pull from a custom object and where account (look up field) where partner (child object) role = x Original query: select id, account from customobject My thought for the partner: select id, ...
1 vote
1 answer
76 views

Moving a Namespace from one org to another

We have a first-generation managed package that was authored on a Partner Developer Edition org created by a subcontractor. We have other Developer Edition orgs we created. One is a Dev Hub and we ...
1 vote
0 answers
20 views

Unable to create a new version of a 2GP package depending on an Ancestor

I want to create a new version of my package every time we try to do so we have the same errors: Account.XXXXX__c: The entity: Account does not have history tracking enabled Contact.XXXXX__c: The ...
0 votes
1 answer
38 views

Can we distribute a package before sending it for the security code Review?

Basically, we are an ISV partner and want to deploy our App to the AppExchange for our customers. But due to the shortage of time for the security review, we're unable to upload it to the AppExchange. ...
1 vote
1 answer
38 views

Anyone Aware of a Way to Identify OEM vs ISV Applications on AppExchange?

Looking for a way, which would have to be creative since none exist directly, to identify OEM apps on the AppExchange. We are one ourselves so I'd like to see which apps can be installed by non-...
  • 1,486
0 votes
1 answer
681 views

Users not Being able to Login to Partner community directly from their Salesforce Contact

I am having an issue in my Salesforce org. There was an existing Partner Community enabled in it, and for internal users, for whom the Partner Community user was created, we were able to log into the ...
  • 1,175
0 votes
0 answers
72 views

Files from SF library are not displayed for Partner user in Community Site

I have created LWC where i want to display in img tag file from files library in Community Site (LWR). (JS) getFilesOfPodorysyApp() { getFilesOfPodorysyApp({contentDocumentIdOfFile: this....
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1 vote
1 answer
57 views

What are the consequences of using 2GP but not distributing via the AppExchange?

I'd like to create a managed package to release to customers. Salesforce promote 2GP as the way forward for greenfield projects like this. However, I'm not interested in signing up as an ISV partner, ...
  • 227
0 votes
0 answers
36 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 ...
1 vote
1 answer
66 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 ...
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0 votes
1 answer
121 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 ...
1 vote
1 answer
8k 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 ...
0 votes
0 answers
335 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 --...
0 votes
1 answer
204 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 ...
1 vote
1 answer
122 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, ...
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0 votes
0 answers
117 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 ...
0 votes
1 answer
235 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. ...
0 votes
1 answer
548 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 ...
0 votes
1 answer
439 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. ...
0 votes
1 answer
660 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: ...
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0 votes
1 answer
77 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 ...
10 votes
1 answer
1k 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 ...
0 votes
0 answers
820 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 ...
1 vote
1 answer
724 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 ...
2 votes
2 answers
692 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", "...
0 votes
0 answers
207 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 ...
1 vote
0 answers
1k 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 ...
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1 vote
3 answers
8k 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
1 answer
287 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 ...
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1 vote
2 answers
2k 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 ?
  • 538
0 votes
1 answer
357 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?
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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 ...
  • 3,814
1 vote
0 answers
54 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 ...
  • 2,192
3 votes
0 answers
333 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 ...
  • 2,192
0 votes
0 answers
31 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 ...
  • 2,192
0 votes
1 answer
507 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....
6 votes
1 answer
656 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): ...
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0 votes
1 answer
153 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
1 answer
828 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 ...
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0 votes
1 answer
505 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....
  • 2,192
0 votes
0 answers
599 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
1 answer
83 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 ...
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0 votes
0 answers
20 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 ...
  • 2,192
0 votes
1 answer
31 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 ...
  • 2,192
1 vote
1 answer
411 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 ...
  • 2,192
0 votes
1 answer
203 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
1 answer
87 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 ...
  • 2,192
1 vote
1 answer
43 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. ...
  • 2,192