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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Partner Community - Contact Sharing
I have set my Account, Contact OWD to Private. I have a partner Account with Partner contacts underneath the account. When I log in as one of these partner users, I can see all the associated partner ...
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'Select Listing Name to Scan' is empty in the Partner Security Portal
As mentioned by @phil in Sending review to the checkmarx where multiple developments are included I have gone to partner security portal.
Though the packages are being displayed in the partner ...
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How to manage sharing for Partner Users with an External Account Hierarchy if Sharing Sets don't work?
My organisation has an experience cloud site for partners. We used to only have 1 partner per country, so we managed sharing as 1 ctriteria-based sharing rule per country/partner. However, we now ...
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Partner user unable to see task created by themselves in salesforce partner
Partner user unable to see task created by them and assigned to some other partner user in salesforce partner in the activity.
Unable to set a sharing rule in the task object as well as sharing ...
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Session id got from VF page is not working in communities
We have a VF page with an iframe to another platform's react app.
In the VF page, we get the session id by calling GETSESSIONID() and passing it to the react application, which uses it to make ...
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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
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Embedding a LWC inside a partner portal/community page
I have set up a Partner Portal, where the users have Partner Community licenses. I also have a LWC that has the below settings
(recently edited for clarity)
<?xml version="1.0" encoding=&...
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Partner Community Users cannot create contact record - INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY
We have Partner Communities in my Salesforce org and have following test data
Profile : partner user
Account : recordtype : AccRT1 ,AccRT2(partner enabled account)
Opportunity: e.g. Opp1 is created ...
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Partner Community User - not enabled for activities?
I have activated a test Partner Community user and granted that user access to Accounts, Contacts, Cases, etc. I have also created a tab in the Community that allows the user to log a visit using the ...
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Determining number of custom objects in an Experience site [duplicate]
We are working on building a partner community in Salesforce. There is a limit that we can use only 10 custom objects. I would like to understand the following:
How does Salesforce verify the number ...
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Cannot see the report list in Community
Hi in my community want to show the Menu item called by myself Reports from the type Site List and page Report List. I already have a shared folder shared with the user from my community that is ...
user120821
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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 ...
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Partner Users - Tasks assignment and visibility
As i have seen by default, when a partner user creates a Task and assigns it to a queue/group, this task is not visible to that user.
Requirements:
1st Requirement:
When a partner user assigns a task ...
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Is it possible to display differents Featured Topics by Page variations in Experience cloud site?
I have 5 differents Page variation HOME , in each page i want to display different Featured Topics (Topics/Subtopics/Navigational topics)
Is it possible?
user122708
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How to remove notification icon from theme Jepson in Experience Builder?
Can't find how to hide the notif icon in Jespn :
user107320
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Partner Community user are not able to see List view control icon
I have one query where Community users are not able to see the listview control icon, even with the assigned system permission to "Create and Customize List Views".
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This error occurred: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY: You do not have the necessary permissions to disable this portal user
I am trying to disable a customer portal user from partner community and I am getting the below error:
You do not have the necessary permissions to disable this portal user.
I have created a flow ...
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Unable to find delete permission in object settings for a custom profile
I would like to give delete permission on a custom profile for account object, However when I go to the profile I don't see the delete object permission, the only available are Read, create and edit.
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Error: Unable to Access Page The value of a parameter contains a character that is not allowed
I am getting the following error when Enabling the Contact as partner User and assigning the partner profile.
However I am not getting this error when I am doing this for the first contact for the ...
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Access licensed object records from Partner Community
We are planning to expose some of our org data to a partner Community using Experince Cloud. However the data which we want to expose is licensed and can only be viewed with users having that license.
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Displaying Flows in Menu Items - Override Issue
My Scenario : I'm trying to implement the flows into the communities. Below Steps were followed:
Create a Menu Label --> select a 'Site Page' from Type --> select 'Flow' from Page --> ...
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Copy the profile from one license type to another
We have our partner community up and running.
We were using the Partner Community license type, with 3 different profiles. (sharing sets and page layouts assigned).
We are now moving to the 'Partner ...
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How to enable the disabled standard buttons on community?
I have a community page which have a record detail page, object is Opportunity. The record detail page is showing standard button but those buttons are not enabled it seems like those buttons are ...
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Share Internal User record with Partner users in Experience Cloud
I have the external sharing on User record set as Private. So, when I query the internal user record where Title field on User record is set as 'Lead' it returns empty results.
I tried creating a ...
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On a partner community, can I give access to hierarchy accounts to view the child related records?
In our partner community, we have private oppty sharing rules, and sharing sets that grant access based on : opportunity.partnerid = accountid
We have scenarios, where the accounts have a hierarchy, ...
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178
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Login & Registration Tab missing in Build Your Own( LWR)
I am not getting Login & Registration Tab on the Administration setup page. As per portal documentation, it should be there.
My community is already activated and published as well. I have opted ...
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Does "View Tableau CRM on Experience Cloud pages" permission consumes a Tableau CRM license?
The permission "View Tableau CRM on Experience Cloud pages" is mentioned in this article Enable Tableau CRM for Experience Cloud Sites
We have created a permission set that contains only the ...
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VisualForce Email Template for Experience Cloud Emails
I'm trying to use a VisualForce email template for my Communities emails (Experience Cloud)
I'm getting errors as I haven't specified a "relatedToType" in the following:
<messaging:...
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342
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Salesforce SSO is causing login issues to partner portal users
We've implemented SSO in our org and we also disabled the login using login.salesforce.com because of which partner portal users are not able to login to the portal but when we allow people to login ...
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I can't create quote line items with community user
From a community, I need users to be able to create quotes and their quote line items.
With the community user, I create the opportunity, then I create the quote. Then when trying to create a ...
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736
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Remove Footer and content footer from page structure from community [closed]
Can we remove footer, content footer section from page structure of perticular community page?
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793
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How to check if a flow running user is a Partner?
I am trying to check in a flow if the running user is a Partner Community member.
I am using this:
But even when using a partner user in the 'Debug Runas', I get wrong data:
I tried to use the 'User'...
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Can a community partner user create other community users?
In our org, we define a certain partner user as 'admin'.
While he can create more contacts for his account, is it possible that he can also activate them as partner users? (assume the license limit is ...
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Irrelevant/Incorrect person account role is coming up while enabling partner user
I am trying to enable partner user from one contact that is already enabled as partner from one partner account. For the first time, for the first contact I should not have got the roles section while ...
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How to handle data skew when working with partner portal?
I have a very simple use case where I have a few partner accounts to which I assign cases. Under each account I have 5-10 partner users who need access to all the cases assigned to the account. So I'...
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Inaccessible Contact on Partner user blocks everything on the User
something happend in our org that I've never seen before and that shouldn't be possible.
We have a user with a "Partner Community Login" license, that cannot be edited anymore.
I don't know ...
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Lightning app page is not accessible from partner community user
I made a lightning app page and placed my lightning component on it. It works perfect as an admin user, but when I login as a partner community user, that app page is not accessible. We are using ...
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Sandbox Digital Experience- Page not available
I'm building a partner experience in sandbox and I keep randomly getting a "Page not available" errors when I try to go to a record detail page. If I log out and log back in and try to go to ...
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Related Record List in Community Cloud
I would like to add the Related Record List to the community porta, but I received the error according to the attached image. I have tried to add {!AccountId} and {!Account.Id} into Parent Record ID ...
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"Enable Partner Super User " Checkbox missing from Digital Experiences Settings page
I am system admin for my developer org with CUstomize Application checked. I have Partner community enabled but for some reason I don't see "Enable Partner Super User " checkbox under SETUP--...
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Edit button is not visible in community
I have an edit button on the community record. The button is overwritten by a visualforce page. I enabled the visualforce page for lightning experience and added the button to the proper page layout.
...
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how to tell if my org is an Partner Development Org
I am new to the AppExchange and I understand that I need to create a Partner Development Org and enable the Environment Hub to be able to start developing an app.
I have two questions:
how can I tell ...
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Import records - Partner Community
Is it possible to import records (e.g. Leads) in Partner Communities? I have given the "Import Leads" permission to my partner user but i don't see the "Import Leads" button like ...
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Visualforce page in Partner Communities shown in Classic UI
I have implemented some VF Pages that use lightningStylesheets="true". As internal user, the page is displayed properly, however when i log in as a Partner user, the pages are shown with the ...
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Does any one know what TE DX Plug-In it is?
I'm reading trailblazer score document and I found follow description that "Run the TE DX Plug-In to verify use of technologies" in this link:
https://appexchangeguides.relayto.com/e/...
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How to add Data in experience builder in community? [duplicate]
I have added a component i.e my profile so it shows that its not supported by any data so how can i add the data over here?
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partner community home page is not showing/displaying custom aura component for partner users(with partner community login profile)
I have a issue where i am putting a custom aura component onto Partner community Home page and when i login or view the community as a system admin i am able to see the component and its functioning ...
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Campaign Influence related
By following Salesforce documentation, related to Campaign Management Implementation Guide; Campaign is in use and is working as expected and as designed. All this is TRUE if the Marking users &/...
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External user access - Portal Super User Access not working
I have setup a community for B2B partner users, and a custom object which has lookup to Contact & Account. The sharing set is enabled and provided to provide access to custom object records and ...
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How Partner Business Org is linked to Partner account?
I have Partner Account and after signing of agreement I got the Partner Business Org.
So my question is how this PBO is linked to my Partner Account?
I've connected this org in Organizations tab in ...
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