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
1answer
16 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....
0
votes
0answers
9 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 ...
1
vote
2answers
43 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 ...
0
votes
0answers
10 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. ...
2
votes
1answer
28 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
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. ...
0
votes
0answers
25 views

Inventory Table

We have promoters in Retail outlets selling our Products. They all have Partner Community license just to capture logout and login time/Customer Information (Address). We now have a requirement to ...
0
votes
0answers
30 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 ...
0
votes
0answers
10 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 ...
0
votes
1answer
40 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 ...
0
votes
1answer
32 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
1
vote
0answers
31 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: ...
0
votes
0answers
17 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 ...
1
vote
1answer
270 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 ...
1
vote
0answers
52 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. ...
0
votes
1answer
25 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 ...
0
votes
0answers
30 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 ...
1
vote
1answer
27 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?
2
votes
1answer
27 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?
0
votes
1answer
31 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 ...
0
votes
0answers
15 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 ...
0
votes
1answer
95 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 ...
1
vote
0answers
36 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?
2
votes
2answers
146 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 ...
0
votes
1answer
36 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 ...
0
votes
0answers
16 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?
2
votes
1answer
228 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 ...
0
votes
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 ...
-1
votes
1answer
33 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 ...
2
votes
1answer
34 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 ...
0
votes
1answer
28 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 ...
0
votes
0answers
9 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 ...
0
votes
0answers
60 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 ...
1
vote
1answer
197 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 ...
0
votes
0answers
53 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 ...
0
votes
1answer
104 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 ...
-1
votes
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 ...
0
votes
1answer
72 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 ...
0
votes
1answer
127 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, ...
0
votes
0answers
41 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 ...
0
votes
1answer
319 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 ...
0
votes
1answer
28 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 ...
0
votes
1answer
25 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 ...
0
votes
1answer
26 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 ...
0
votes
1answer
36 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 ...
0
votes
1answer
114 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 ...
1
vote
1answer
37 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....
0
votes
1answer
496 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 ...
1
vote
1answer
343 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 ...
0
votes
0answers
45 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 ...

1
2 3 4 5