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.

Filter by
Sorted by
Tagged with
0
votes
0answers
20 views

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 ...
0
votes
0answers
5 views

Why i cant see on Community partner setting the checkbox that allow user to see contact

I want to give access to contacts that belong only to the current partner and that will not be able to see all the contact problem I can not find the appropriate checkbox
1
vote
1answer
38 views

"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--...
0
votes
1answer
20 views

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. ...
0
votes
0answers
17 views

Can we add Engagement History component into Experience CLoud

Has anyone configured Partner Community sites with Engagement History Component? I don't see a way to add but wanted to make sure that am not missing any setting.
0
votes
0answers
12 views

Can we allow Manual Sharing for partner users?

I setup the partner community in my Organization. Our partners want to share records manually with other partner users in partner community. But there is no option available for users to share record ...
1
vote
2answers
367 views

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 ...
0
votes
0answers
42 views

Can Partner and Customer Community Plus users OWN Accounts?

I know it states here that "High-volume(i.e. Customer Community) users can’t own accounts", that's why we have sharing sets and we should set the Account owner as an internal user or some ...
0
votes
1answer
32 views

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 ...
0
votes
1answer
56 views

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 ...
1
vote
1answer
24 views

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/...
0
votes
0answers
100 views

CPQ New Quote Button not available in a partner community

I configured a Partner Community for some Sales Agents in order to they can configure a quote for the customers. So, I encountered problem for the new Quote standard button. Basically, in the list ...
0
votes
0answers
21 views

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?
0
votes
1answer
157 views

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 ...
0
votes
0answers
90 views

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 &/...
0
votes
0answers
17 views

How to migrate an Community with audience [duplicate]

Thank for reading the post. I have lots of Audience to assign in my community/experience builder. Is there any ways to migrate Audience , community and the assignment of audience and community ...
0
votes
0answers
21 views

Changing Landing Page in communities

We have a home page in our community which is the landing page for most of the profiles. We want some of the profile users to land on a different page other than home page while the home page remains ...
0
votes
0answers
103 views

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 ...
0
votes
1answer
42 views

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 ...
0
votes
1answer
79 views

How to make Product Images visible in Partner Community when user selects "Add Products" on an opportunity

I uploaded images to "Files" and created to Fields on the Product Object, "Product Image"(Formula) and "Product Image Link"(Text255). My formula below displays images on ...
0
votes
1answer
34 views

Partner User unable to view a record despite sharing it with him

I have set up a partner community where users with "Partner Community" license can create opportunities. The owner of the opportunity record changes over time and the record is made ...
0
votes
0answers
28 views

Visualforce Page - Partner Users

I have some Visualforce pages installed with a Managed Package. Within Salesforce (Internal users) everything is fine. However, on Partner Communitities, when clicking the Custom Action that invokes a ...
0
votes
0answers
34 views

Account Teams limit record access

I want to use Account Teams to assign Partners to customer's Accounts/Opps/Cases so they can access the records in Partner Community. I can easily grant them Read or Read/Write to these objects this ...
0
votes
0answers
175 views

Custom File Preview LWC in Lightning communitites

I have a LWC component in which I am previewing a file using below code: this[NavigationMixin.Navigate]({ type: 'standard__namedPage', attributes: { pageName: 'filePreview' ...
0
votes
0answers
469 views

LWC component in communities not loading properly

I am experiencing a very weird behavior while displaying LWC on a Opportunity record page in Communities. I have a LWC component with the name TestLWC and I want to show it in community. So, for that ...
1
vote
0answers
120 views

Queue Member (Partner User) not able to access Task

The system admin is creating a Task which is Assigned to a Queue. This queue consists of two partner Community Users. The expectation would be that the queue members would have access to the Task. ...
0
votes
0answers
21 views

Ideas on flipping edit on Partner communities/Customer communities

We have built partner community and customer community(community cloud) which show data from the same set of objects. To avoid overwriting each other's changes, I am seeking help on ideas on the ...
0
votes
0answers
58 views

Partner Community - Entitlements

Is is possible for a partner user to create Entitlements from Partner Community? I have given Create, Edit, View access for this Partner custom profile. I go to Account record --> View --> ...
0
votes
0answers
90 views

Can i show more than 4 columns in a related list in partner community record screen?

I have a record detail page which has related lists in it. But my related list just shows 4 column in the community screens. Do we have something similar to enhanced lists for community screens ?
0
votes
1answer
275 views

Create access denied for custom object for Community users

I am getting the following error on vfpage Error: core.apexpages.exceptions.ApexPagesGenericException: system.security.NoAccessException: Create access denied for Shipment_Quantities__c, controller ...
0
votes
1answer
198 views

action.setCallback not working for certain users

This one is confusing. I have a lightning component in a Salesforce Community that gets simple user info from the server side controller. It works for internal users (admins, sales, etc) but when ...
1
vote
0answers
266 views

Conditionally render LWC Component in Community Builder in Salesforce

I have a requirement where I have to display the LWC component on record detail page based on record's field value in communities. We can do it in normal Salesforce experience using 'Set Component ...
2
votes
1answer
73 views

How to grant Read access to parent Account when Opp is shared through Sharing Set?

In a Partner Community, I'm granting edit access to Opportunities that have the User's Contact record indicated in a specific Contact lookup field on the Opportunity. However, users that get this ...
0
votes
1answer
38 views

Show both Overridden VisualForce Page and Standard Salesforce Page to Partner Community Users based on condition

I need custom object for which the New/Edit/View buttons have been overridden to a VisualForce page. The VF Page has logic to redirect the user to either Salesforce page using nooverride=1 or to ...
1
vote
1answer
33 views

"Allow customer users to change case statuses” missing from Community Settings

Steps in salesforce docs: Communities Settings. 2. Select Allow customer users to change case statuses. 3. Click Save The problem is that the setting listed in step 2 does not appear on the ...
0
votes
1answer
64 views

How to configure Partner Community where individual Users work for multiple Companies?

If the same User(Contact) works for multiple Companies(Accounts), How would you build for this scenario? Has anyone encountered this? We are thinking of requiring those people to log in with different ...
0
votes
1answer
63 views

Bypass Partner Records being Deleted By Account Change on Opportunity

Salesforce Documentation indicates that when the account field is edited on an Opportunity, related Partner records are deleted. You can find this information in the notes section here. I have tried ...
1
vote
0answers
165 views

LWC is it possible to open Community standard Messages component modal with predefined user field?

Is it possible to open a standard Direct Messages component with a predefined user field from the custom button as it is done once you click on the tagged user in the Feed Item? Hover on tagged user ...
1
vote
1answer
2k 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. ...
1
vote
1answer
716 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 ...
0
votes
1answer
21 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 ...
1
vote
0answers
34 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....
1
vote
2answers
268 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 ...
1
vote
1answer
562 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 ...
1
vote
1answer
505 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 ...
1
vote
1answer
724 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....
2
votes
2answers
2k 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 ...
2
votes
2answers
525 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 ...
0
votes
1answer
82 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
1answer
283 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 ...

1
2 3 4 5