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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

After the user is created in Salesforce how to get the user creation community url in vf page

After the user is created in Salesforce I am sending an email template with community name and community url as merge fields which are fields of network member field type.Now I want the same community ...
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1answer
22 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
25 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
22 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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6 views

Dynamic Content in Partner Community

I set up a Partner Community and on the side panel I have three tabs, for press release info, media coverage and Use Cases. Currently I am using a Rich Content Editor where I paste my text. I want ...
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21 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
18 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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10 views

Community User not able to view 'Upload file' button and chatter access

We using community with 3 role setup. Created an Account with Four contact records. All four contacts are enabled as a community user. In that two users are assigned to customer Executive and another ...
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1answer
32 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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1answer
19 views

Is there any way of hide Navigational items in community upon User Profile?

I have been asked to hide tome tabs from navigation bar on Partner Community when the logged user is Community User. What have investigated so far: Create a custom theme and replace the the layout ...
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1answer
27 views

Why Groups inside Salesforce Org are not showing in Community?

As the title suggest, I've created several groups inside Saleforce but when I add a Navigational Item of Object Groups doesn't show any record. I have followed these instruction but nothing happens, ...
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36 views

Are Activities visible if related to records visible via Sharing Sets?

We have a Partner Community where Opportunities are shared via Sharing Sets. Users log activities against those sharing sets. Note that this isn't to do with the Public field on Activity. We've ...
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28 views

Restrict internal users to 'Login as Community users ' when 'Manage External User' permission is enabled

Is there a way to restrict internal users to 'Login as Community users' when 'Manage External User' permission is enabled . We want this permission since the internal user should be still able to ...
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1answer
20 views

Bulk import / update data for Partner Community license users [closed]

Is there any way partner community users can bulk update the data back to salesforce? Please advise if there is any tool available that can help. More details - The partner users are the vendors that ...
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0answers
16 views

Chatter Access to Partner Portal Users

I have set up a community for my partner portal users. I want them to have access to Chatter to interact with the internal salesforce users. But I am unable to provide them the chatter access. Also ...
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1answer
23 views

Can we restrict edit access of community /partner users?

I want to restrict edit access of community/partner portal users from internal user. I have disabled "Manage users" permission and its dependant permissions from internal user's profile, but still I ...
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1answer
23 views

Embed Community page in standard Salesforce page [closed]

Is it possible to embed Community page inside normal Salesforce page? I tried using iframes but they don't work because of Content Security Policy. The only workaround I found is to redirect the ...
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1answer
22 views

Can a Partner Community have multiple templates? [closed]

Hi I have a Partner Community with 20 users. Out of the 20users I am using 3 different roles and one profile. I want each role to see a different template. How would I go about doing this? Is this ...
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68 views

com.sforce.soap.metadata.QuickActionLabel problem when deploying PartnerCommunity using METADATA API

I'm trying to deploy a Community Partner in a Partial-Copy ORG, using Metadata-API and I find these errors: Problem unmarahalling NewCommunityCase.quickAction. New Community CaseNot a valid ...
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1answer
26 views

Share accounts by field value

I need to share account's (read access) based on a lookup on account. I have a community of partners in which I have two profiles, manager and promoter. All promoters should have read access at the ...
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1answer
47 views

Knowledge Articles Query Partner Community

I'm trying to query Knowledge Articles in our community, so I am not using standard layouts. (The query is in a lightning component.) But when I log in with a Partner Community Profile I get no ...
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1answer
20 views

How can I trigger the welcome email to users who didn't activate the account?

It seems we set up a number of users and pushed them a welcome email but didn't note the expiration date on the link. The link expired for may users before they were able to set the initial password....
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1answer
122 views

Displaying custom objects in communities

Just need info about displaying the custom object in Salesforce Communities. Have added the custom profile in the Communities. I have created a custom profile by cloning the Customer Community ...
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25 views

How to auto-assigning corresponding partner account when partner user creates opportunity in the partner community

I have a new partner community I am testing and I have a partner account with a partner user and I have him signed into the community and have him create a opportunity. I would would assume that it ...
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14 views

Is EntityLink available from a Partner Community context?

Does anyone know if EntityLink can be used in chatter message in Partner Community context? Invoking the command below: ConnectApi.ChatterFeeds.postFeedElementBatch(networkId, listOfFeedElements); ...
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1answer
156 views

Migrating a communities from Sandbox to PartialCopy

I'm trying to deploy a Partner community from a sandbox to a partial-copy, but I receive this error: The page "/event" for Menu Item "Event" must be published, begin with a / character, and ...
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33 views

How to assign different record page layouts to different record types in Salesforce Partner Communities

first a little bit of context, I work as an intern for a company that builds systems using Salesforce, and I've been amazed at how much is possible with this platform. I've already built an internal ...
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60 views

Allowing users to create reports in Partner Community

I'm trying to provide partner community users the ability to create reports, but I can't seem to get the New Report button to appear in the Lightning Community page. I'm pretty sure that I've provided ...
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0answers
12 views

Community user needs to redirect to login page when logged out

We have a community and users who are using the community are logging into Community using Third party authorization. When logged out, it is showing that the user is still logged in with an error ...
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0answers
26 views

How to reference partner account info inside communities?

Is there anyway I can access or get reference to the partner account fields (or recordId) the partner user is associated with?  So what we want to do is, have a small section on the community page ...
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1answer
41 views

Shouldn't NetworkAffinity be insertable?

To simplify tests with community users, I am trying to configure the default community for a specific profile. Running this in Anonymous Apex, or trying to save my class containing the code: insert ...
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1answer
196 views

lightning:recordEditForm not showing lookup search window in community

I'm using lightning:recordEditForm to create new opportunity my code is <aura:attribute name="objAPIName" type="String" default="Opportunity"/> <lightning:...
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93 views

Can we hide “Unfiled Public Classic Email Templates & My Personal Email Templates” for Partner community users?

We have a requirement that we need to hide the default "Unfiled Public Classic Email Templates & My Personal Email Templates" from all the Partner users except the administrator. ...
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37 views

I have created List custom button for student__c object classic and lightning working fine but not working partner community [duplicate]

I have created custom button called "New Employee" on employee object and it is related with both account and contact objects via lookup relation. If i click on "New Employee" button on employee ...
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0answers
19 views

Is it possible to have a Community with Lightning look and feel?

In community cloud is there a way to have a community based on The 'Salesforce Tabs and visual force' But instead of classic salesforce Tabs we have Lightning Tabs?
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178 views

Custom related list button is not working in partner portal

I have created custom button called "New Employee" on employee object and it is related with both account and contact objects via lookup relation. If i click on "New Employee" button on employee ...
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0answers
18 views

Users are not able to access the desktop view on the Mobile Devices/ Tablets for the community portal?

How can I give them Desktop view access to Partner"community" users in Tablet/Mobile devices Browsers. ex: need to show entire calender access in home page like desktop view and need to show ...
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96 views

How to show Multi-User calendar view (Events/Tasks) to my partner Community users calendar home?

In my sandbox admin having access to see Multi-User calendars(events/tasks) in classic and Lightning. but in admin community not having access to see Multi-User calendar view, as well as Partner ...
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2answers
45 views

Track user details and the pages accessed by him in Salesforce Communities

I am working on a POC where i need to capture the pages(standard and vf pages) that are frequently using by an community user. i am thinking the approach would be google analytics but i don't know it ...
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1answer
74 views

Set IsPartner flag to TRUE while uploading Partner Users using Data Loader

I know this might be silly question but I am trying to upload at least 500 Partner Accounts using data loader and want to enable all of them as a Partner Account. While I try to do using data loader, ...
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0answers
26 views

Sharing in Salesforce Community

I have a report based on a custom object X. X has a lookup to Account. The report is for Partner Community users. A commnunity user should only see the records of object X associated to the Account ...
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1answer
27 views

Maintenance Plan, Service territories object and Associated objects are not Visible

one of the my dev org shows "Enable Field Service Lightning" under Setup > Build > Customize > Field Service > Field Service Settings. my another org just have "Enable Work Orders". Is there something ...
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1answer
189 views

Custom button is not visible in Community view

i have implemented small custom button on account object, that custom button will showing salesforce classic view, but its not visible in community view.
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1answer
228 views

Community shows blank page when it's deactivated

My community is showing a blank page instead of down for maintainence page when it's been deactivated .I have set the InMaintainence page(the standard page not the custom) in Inactive Site Home Page ...
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0answers
18 views

Activites not being shared

I have an issue where activites are not being shared as I understand they should be. First off the OWD is set to Controlled by Parent. We have a community with partner users, there are tasks ...
3
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1answer
447 views

SSO: Enable Multiple Configs - considerations

In our Salesforce Org, our internal users sign on via Single Sign On in our Identity Provider, Okta. We are looking use Okta for our partner community users as well, and to do so, we need to add a ...
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0answers
54 views

Salesforce Tab + Visualforce community open in lightning mode…for community users

I have create a community with template visualforce page + Tabs. When i login to community as admin i can see the classic tab view of community, but when i login as portal user i get redirected to ...
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1answer
141 views

Issue with Partner Community Rename Tabs and labels for standard fields

After renaming the standard field in opportunity object, the renamed field is working properly in Classic view. But when logged in as a Community User the standard field is not showing the expected ...
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0answers
75 views

Leads in partner central community

We are using the Partner Central community at a customer and have some issue with the display of a converted Lead. Basically this looks the same as a non converted lead but in a kind of read-only mode ...