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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19 views

User Login Notification from different device for Community cloud User [closed]

Is there a way an admin recieve notification If a user or Community cloud user changes his/her login device. Please advise
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18 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/...
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41 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 ...
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17 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?
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18 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 ...
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24 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 &/...
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15 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 ...
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16 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 ...
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48 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 ...
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26 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 ...
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35 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 ...
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19 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 ...
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19 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 ...
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30 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 ...
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154 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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265 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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90 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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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 ...
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41 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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54 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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163 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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320 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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261 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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98 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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217 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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1answer
46 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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26 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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29 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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44 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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24 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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49 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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117 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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13 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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1k 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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30 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
519 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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1answer
20 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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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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19 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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2answers
230 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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1answer
430 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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355 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
490 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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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 ...
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2answers
375 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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58 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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1answer
220 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
301 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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120 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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572 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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