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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25 views

How to build in-built Digital Certificate in Salesforce for the PDF generated from commuinity [closed]

if we have a PDF gets generated in sales-force community and the same needs to be digitally signed by the customer and saved back into salesforce record. If its come to digital signature, We use ...
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39 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' ...
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26 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 ...
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16 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. ...
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19 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 ...
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22 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 --> ...
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20 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 ?
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35 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 ...
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24 views

Digital Engagement Add-on on sales cloud

Can someone tell me If I can use the Digital engagement add-on in the sales cloud and will partner community user be able to access it. My requirement is to enable whatsapp Messaging for users via ...
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24 views

Flows are not working in Salesforce Community

We have a problem with community flows. It is screen flow on button. When we click the button it looks like CaseId is parsed in the link to flow but the screen itself looks like the id has not been ...
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1answer
24 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 ...
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26 views

How to add account team members as a partner user?

I have some Partner Users that is needed to be considered as team members in an Account. Is there a way to add "default teams" in Partner Users? One of my Partner's User is Account Owner. ...
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64 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 ...
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24 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 ...
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17 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 ...
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1answer
17 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 ...
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1answer
21 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 ...
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11 views

New Basket on Partner Communities - Cloudsense CPQ

We are about to implement a solution with Salesforce and Cloudsense CPQ. The package has a custom object called Product Basket where they have overriden the default "New" action with a ...
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1answer
31 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 ...
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51 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 ...
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12 views

Allowing lookup fields to access data in a community partner portal

We are a real estate company, were all our leads (properties)  are owned by an owner in the company whose job is to move on with that lead and close the deal.  We would like to create a partner ...
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338 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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25 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
147 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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15 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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9 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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12 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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13 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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44 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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168 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
179 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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82 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
80 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
131 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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17 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
604 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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24 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
149 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
33 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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83 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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14 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
134 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
102 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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66 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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1answer
313 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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130 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
40 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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