2022 Developer Survey is open! Take survey.

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
0 answers
11 views

Share records that are accessible for Partner users with Internal users

I'm trying to share all the records that our partner users have access in the community with their respective Account Owner's internal users. Let's take the Account object as an example: My OWD for ...
user avatar
0 votes
1 answer
35 views

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 ...
user avatar
0 votes
1 answer
77 views

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 ...
user avatar
  • 3,230
0 votes
1 answer
20 views

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:...
user avatar
0 votes
0 answers
19 views

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 ...
user avatar
0 votes
0 answers
24 views

Salesforce Partner Community Trial Account

I've created a partner community account using the following link for free: https://partnersignup.salesforce.com/PartnerSignupTrial After signing up, I have got an Enterprise org and successfully ...
user avatar
  • 320
1 vote
0 answers
59 views

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 ...
user avatar
-1 votes
1 answer
39 views

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?
user avatar
1 vote
1 answer
30 views

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'...
user avatar
  • 5,435
0 votes
2 answers
60 views

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 ...
user avatar
  • 5,435
1 vote
0 answers
32 views

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 ...
user avatar
1 vote
0 answers
18 views

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'...
user avatar
  • 155
1 vote
0 answers
14 views

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 ...
user avatar
0 votes
0 answers
30 views

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 ...
user avatar
0 votes
0 answers
53 views

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 ...
user avatar
0 votes
0 answers
18 views

Not able to change the owner in community

My objective is to transfer the record ownership from partner user to internal user (System Admin) from community portal. I have placed a custom LWC in the record detail page in which I have a custom ...
user avatar
  • 29
0 votes
0 answers
197 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 ...
user avatar
  • 23
0 votes
0 answers
8 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
user avatar
  • 1
1 vote
1 answer
144 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--...
user avatar
0 votes
1 answer
114 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. ...
user avatar
  • 1
0 votes
0 answers
21 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.
user avatar
  • 367
0 votes
0 answers
20 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 ...
user avatar
1 vote
2 answers
667 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 ...
user avatar
  • 3,177
0 votes
0 answers
118 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 ...
user avatar
  • 1
0 votes
1 answer
85 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 ...
user avatar
0 votes
1 answer
192 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 ...
user avatar
1 vote
1 answer
50 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/...
user avatar
  • 131
0 votes
0 answers
30 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?
user avatar
0 votes
1 answer
418 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 ...
user avatar
1 vote
0 answers
237 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 &/...
user avatar
  • 27
0 votes
0 answers
196 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 ...
user avatar
  • 1,849
0 votes
1 answer
124 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 ...
user avatar
0 votes
1 answer
170 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 ...
user avatar
0 votes
1 answer
164 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 ...
user avatar
  • 155
0 votes
0 answers
46 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 ...
user avatar
1 vote
0 answers
983 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 ...
user avatar
  • 494
1 vote
0 answers
202 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. ...
user avatar
  • 330
0 votes
0 answers
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 ...
user avatar
  • 1,007
0 votes
0 answers
212 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 ?
user avatar
0 votes
1 answer
417 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 ...
user avatar
  • 17
0 votes
1 answer
386 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 ...
user avatar
1 vote
0 answers
376 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 ...
user avatar
  • 494
2 votes
1 answer
117 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 ...
user avatar
0 votes
1 answer
45 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 ...
user avatar
1 vote
1 answer
42 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 ...
user avatar
  • 384
0 votes
1 answer
184 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 ...
user avatar
0 votes
1 answer
121 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 ...
user avatar
  • 179
1 vote
0 answers
220 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 ...
user avatar
  • 504
1 vote
1 answer
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. ...
user avatar
  • 504
3 votes
1 answer
1k 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 ...
user avatar

1
2 3 4 5 6