Questions tagged [partner]
The partner tag has no usage guidance.
102
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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
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1
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113
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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
- 14.7k
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33
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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 ...
- 441
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20
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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 ...
- 11
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38
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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
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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
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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
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72
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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....
- 1
1
vote
1
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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
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36
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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 ...
- 137
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66
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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 ...
- 1,375
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 ...
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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 --...
- 59
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1
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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
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122
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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, ...
- 137
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117
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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 ...
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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.
...
- 757
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1
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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 ...
- 109
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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.
...
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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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77
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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 ...
- 115
10
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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 ...
- 36.4k
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820
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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
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 ...
- 149
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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",
"...
- 36.4k
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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 ...
- 121
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1k
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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 ...
- 33
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3
answers
8k
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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
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287
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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 ...
- 5,471
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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
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357
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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?
- 377
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27
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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
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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
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333
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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
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31
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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
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507
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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):
...
- 2,487
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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 ...
- 21
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 ...
- 41
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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
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599
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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 ...
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83
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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 ...
- 1
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20
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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
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31
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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
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411
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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
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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 ...
- 43
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87
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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
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43
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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