Questions tagged [partner-communities]

Partner communities are a Salesforce community licence type for external partners of the organisation using Salesforce that need access to sales data such as accounts, leads and opportunities.

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15 views

Notifications Bell icon is not displayed in Community compact header

I have Customer Service template community with Stella theme. We use Partner Community License. I want to display notifications in a compact header and selected the checkbox, but it is not displayed. ...
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19 views

Community landing page [closed]

I have a requirement when a community user logs in to the community, i have to check whether the user is logged in via desktop or mobile, and depending upon that i have to navigate the user to ...
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22 views

Custom Object field not able to be referenced via Lookup in a Visualforce page

I’m experiencing a strange issue with a Custom Object that I’ve frankly never come across before. I have a VF page that is not able to display the value from a specific Lookup object field. Other ...
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1answer
21 views

Apply multiple sharing set on one object same profile

My goal is to give partner users access to records based on two field on the same object. I use Sharing sets (From setup->communities settings->sharing sets) On opportunity, I have two custom ...
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1answer
12 views

Securely Share Partner Dashboards

My goal is to share dashboards on partner community. I created opportunities report and dashboard for partners. when i logged in as partner 1 i can see partner 2 related record on dashboard. Of course ...
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8 views

How does OpportunityPartner gets created?

To some opportunites, opportunitypartner is getting created and for some it is not getting created. https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_opportunitypartner....
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10 views

Partner users unable to access Object Milestone fields in custom reports

We have a custom report type for workorders with milestones, (Workorder(A) & ObjectMilestones (B) relation). The report is accessible to the internal users. However, for partner users, they are ...
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10 views

Sandbox Community URL Issue

I am running into an issue with my communities in my sandbox. So the issue is as follows: In my organization we have two different communities. In production they are separated using two different ...
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16 views

Display Einstein Dashboard in Community for Partner user using Lightning Out

I have a Einstein dashboard which will have to embedded into Community page to display for Partner Community Users. I read the document in this https://developer.salesforce.com/docs/atlas.en-us....
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2answers
127 views

Partner Developer Org best practices - how to mirror namespace among PDOs

At this point, my team and I have read through multiple trailheads, docs and posts on the following. We have a lot of good ideas, but still a key issue remains. First, please verify this is the best ...
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6 views

Enable Partner User Action - User Lisences Displayed

What are the criteria of the user lisences that are displayed when creating a user by clicking the "Enable Partner User" action on Contact record? I mean, in my org these are the lisences that are ...
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Partner Portal Approval history is not visible after Lead Conversion

I'm using Leads in partner portal with approval enabled. The approval history is part of the Lightning Record layout is available and View All is working as long as the Lead is not converted. Once ...
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21 views

Community Site Path Prefiix has extra characters [duplicate]

Good day! I've been using Site.getPathPrefix() in my codes and they are working as expected. Recently, I deployed my apex codes in a different SF org and then the expected result of the method has ...
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1answer
42 views

Redirecting to a Lightning Component from Apex Class not working in Communities

I have a Lightning Component which implements 'isURLAddressable' interface. I am calling this component from my Apex Class. ApexClass ... '/lightning/cmp/c__TestComp?c__param1=test'; ... Within ...
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65 views

Flow Interrupted on Action (External Service) in Partner Community

I am stuck on this and will appreciate any help please: We have implemented a flow inside a Partner Community, which includes a couple of screens and an "Action" item. This "Action" item calls an ...
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1answer
35 views

How to Change Role of User from Partner User to Partner Manager User?

We have a partner community setup with Enabled Partner Users. We have recently changed the communities settings for Number of partner roles to 2, It was 1 before. All users currently have partner ...
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1answer
41 views

Unable to obtain authorization token for partner community users

I have exposed an apex class as a rest service. I want my community users to be able to use the rest service to insert records in the system. I have set up a connected app to enable access using Oauth....
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13 views

Lightning Component for New Events - Community

I need to somehow let the user instead of "location field" to fill in an address field. So, what i did was to: 1) Create 4 custom fields on Activity object (Street__c, City__c, Country__c, Postal ...
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2answers
134 views

How to migrate Community (with theme, tabs and pages) from one org to another org

I have a Community created for external user in my local sandbox, which contains salesforce predefined theme Jepson (we have customized the home page and other tab pages with custom objects as per our ...
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11 views

Account Lookup filter in Community

We have a custom lookup filed to Account on a Case which points to the "End Customer" account. We have a lookup filter to only show end customer accounts which are under the Account the Case is under. ...
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1answer
50 views

It is possible hide 'New Event' button in lightning Community?

It is possible to remove the new event button? (Im using standard calendar in lightning community and already remove the Edit Event permission from the logged user) I want this because New event ...
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1answer
32 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. ...
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43 views

Create New Events from Partner Community User

I have created a partner community user and have added an Calendar component in the community. Now the community user will have the calendar component with New event button. But when I click the new ...
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13 views

Restrict portal users from mentioning in Chatter

We have a automation set up such that when a work order is rejected by a tech and is reassigned to other tech, it sends out a chatter notification to the technician who accepted the work order. Our ...
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1answer
64 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 ...
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1answer
39 views

I can't see upload files option within files tab in community whereas i can upload files through lightning view

Upload files option is not visible on community whereas it is available on lightning view, i can even see files uploaded on lightning view on community
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38 views

How to add an HTML link on a Lightning Communities Page

Have a seemingly easy request that I can't find a workable answer to. Trying to add an internal link to an error message thrown on a Lightning Communities page, but so far no luck. FWIW, the code: ...
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28 views

iframes and custom domain names in lightning community

I am running into an issue in a lightning community where we need to use an iframe to load a visualforce page (yes, it needs to be an iframe and not a lightning:container). The issue I'm running into ...
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1answer
294 views

Community Error When Deploying Via MetadataApi

I created a community in the target org which has the same name as the community in the source org. I retrieved and deployed the metadata from the source org to the target org using Metadata API ...
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84 views

Partner Communities and Site Prefix

Good day! I recently configured a partner community in a salesforce org and I found out that for resources to be working (either for loading or navigation) a site prefix should be appended in url. ...
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1answer
34 views

help with soql to fetch sharing details of partner account

I have partner community users which have access to our partner community. We have couple of sharing settings applied for partner account when the record is created in Salesforce. We can find this ...
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38 views

Lead detail page is not showing on Partner Portal after record is submitted for Approval

I have configured Approval process for Lead object, If partner user is created new lead on Partner portal then automation process is submitted lead record to approval. However, i can't able to see the ...
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1answer
33 views

Salesforce SDK for iOS for Partner Communities

Is it possible to build a Salesforce Mobile SDK iOS app that allows Partner Community users to login to the app?
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1answer
33 views

is it possible to work offline using Partner license?

Is it possible for partner communities users to be able to work offline while using the Salesforce Mobile1 app?
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1answer
41 views

Visualforce User Lookup to fetch Partner users

I need to Lookup a Partner User from my VF page for which I leverage the Standard Salesforce lookup and use apex:inputField and point to Account.Owner field. Here is a trimmed version of my VF which ...
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22 views

Migrate Chatter: Classic Partner Community to Lightning Customer Service template based Community

We have a Classic Partner Community that has Chatter Enabled and has a lot of posts over the past years. We are now trying to migrate our community to Lightning Template based Community (Customer ...
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1answer
129 views

Delegate External User Administration functionally (Partner community Users)

Delegate External User Administration functionlly not working i have assign one user as a delegate admin to other Profile users. when i login as a Delegated admin user in Community i am not able to ...
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37 views

Customer and Partner community access to same user

Can I have the same contact/user to have access to both customer and partner community? Can the user login to both communities with same credentials?
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2answers
195 views

SFDX scratch org definition

Account.ChannelProgramLevelName: Could not resolve standard field's name.,Account.ChannelProgramName: Could not resolve standard field's name.,Account.IsPartner: Could not resolve standard field's ...
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1answer
38 views

Need that Partner User see contacts that match certain field with their own contact

Partner user should only see contact records that are related to them based on a field on the contact record, let's say Account for example. What I have tried: Sharing Settings: Contact | Public ...
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18 views

List View Actions

I need to hide the list view actions on the mobile mode in my community. I already uncheck the "Show List Actions" at the keeps appearing. Can anybody help me?
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1answer
324 views

Why I can't see all Contacts as a Customer Community Plus User?

I've created one community to be used for users with Customer Community Plus Licence Customer Community Licence Partner Community Licence Now I'm running into sharing problems. Our goal is that ...
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1answer
29 views

Salesforce will be helping “Registered” partners with leads

We are looking for Salesforce leads and planning to go for Salesforce partnership We can start with Registered partnership. We wanted to check whether Salesforce will be helping "Registered" partners ...
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1answer
36 views

Publish App exchange application with Scanning [duplicate]

I have created a Lightning component And Add in App Exchange my partner community. So I have passed my component in a security review. Now I can use SOURCE SCANNER for Apex class and visual force ...
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1answer
35 views

How to restrict your lighting component to display only in Internal (Employee) Community and not in Partner or Customer Communities?

How to restrict your lighting component to display only in Internal (Employee) Community and not in Partner or Customer Communities? Has anyone tried to do the above? Can you do it using Feature ...
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1answer
31 views

Set up sharing sets

The idea is that a community user will create an Opportunity. The opportunity will then be re-assigned to another community user for processing (this user does not belong to the previous account). I ...
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71 views

Partner Community - Partner Account Id

I have set up a Partner Community. One of the tiles I want to open the partner's own Account within my Salesforce. I set up Link Type = Community Page Page = Account Details URL = /account/{Account ...
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1answer
271 views

Not able to access Manage Link in Communities (community workspace)

I have checked the below link, all necessary permissions required for managing communities, everything is properly set (and I am an admin). However, whenever workspace is clicked it always takes me to ...
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122 views

How to get a Community User able to edit its own contact record inside the community?

I need provide Users under Community User Profile be able to edit their own Contact record, also Users with Partner Community Profile be able to edit their own contact and other Community Users ...
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1answer
51 views

Salesforce Implementation Partner [closed]

What is the cost for becoming a Salesforce implementing Partner and sales for authorized agency? How much is the Royalty and training cost etc? Brief overview of the steps involved in the process and ...

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