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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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Partner User Delegated External User Administrator can't activate/deactivate/edit Members

I'm facing an issue with a community user (who has the Partner Executive role in the Account hierarchy), that has the Delegated External User Administrator permission assigned to it. This user is ...
blanco17's user avatar
0 votes
2 answers
122 views

Is Einstein 1 Copilot available in Partner Developer Editon?

We have Einstein GPT in our ORG but Einstein Copilot enable option doesn't appear?
Darshan A Patil's user avatar
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0 answers
48 views

Partner User Error Logging in - Android

We have an issue we are experiencing where Partner/Community Users using an Android device get the following error when trying to log in to the Community on the Salesforce Mobile App. Error: ...
Daniel de Rooy's user avatar
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0 answers
13 views

Bring all community users to one permission profile and license

Background We currently have multiple permission profile and licenses for external users which makes it quite complex to maintain these. We want to have one permission profile and user license (...
user102391's user avatar
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0 answers
65 views

Turn off standard notification on experience builder site for partner user

We have enabled notification in our Experience builder sites. We are creating some custom notifications for partners using customization(flow). There are 2 types of user a) partner b)customer. Problem ...
AbhishekDEV's user avatar
1 vote
1 answer
570 views

Experience Cloud Partner User unable to @ mention anyone. Chatter is enabled for everyone, chatter is enabled on objects. Any Ideas?

As the question shows I have checked everything I can thing of Chatter is enabled Chatter Feed Tracking is on for the objects User object is Public Read Only for External Users Even set up a sharing ...
Alysia's user avatar
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0 answers
61 views

Does "Partner Super User" allows user create cases where a contact will be some other user/contact?

According to https://help.salesforce.com/s/articleView?id=000383801&type=1 external users with Portal super user access can create cases for contacts other than themselves. They can also edit the ...
Tatjana Proscenko's user avatar
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0 answers
51 views

'Select Listing Name to Scan' is empty in the Partner Security Portal

As mentioned by @phil in Sending review to the checkmarx where multiple developments are included I have gone to partner security portal. Though the packages are being displayed in the partner ...
Rahul Allada's user avatar
0 votes
1 answer
1k views

How to manage sharing for Partner Users with an External Account Hierarchy if Sharing Sets don't work?

My organisation has an experience cloud site for partners. We used to only have 1 partner per country, so we managed sharing as 1 ctriteria-based sharing rule per country/partner. However, we now ...
JustinF's user avatar
  • 485
-1 votes
1 answer
2k views

Partner Community Login Issues

I don't understand, why can't I login to partner community? I used to login without issues. The loading spinner is shown, and I can see some JS errors in Javascript console
Patlatus's user avatar
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1 vote
2 answers
856 views

Embedding a LWC inside a partner portal/community page

I have set up a Partner Portal, where the users have Partner Community licenses. I also have a LWC that has the below settings (recently edited for clarity) <?xml version="1.0" encoding=&...
akarnid's user avatar
  • 1,842
0 votes
1 answer
282 views

Partner Community User - not enabled for activities?

I have activated a test Partner Community user and granted that user access to Accounts, Contacts, Cases, etc. I have also created a tab in the Community that allows the user to log a visit using the ...
akarnid's user avatar
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0 votes
0 answers
31 views

Determining number of custom objects in an Experience site [duplicate]

We are working on building a partner community in Salesforce. There is a limit that we can use only 10 custom objects. I would like to understand the following: How does Salesforce verify the number ...
nica's user avatar
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0 votes
2 answers
3k views

Users not Being able to Login to Partner community directly from their Salesforce Contact

I am having an issue in my Salesforce org. There was an existing Partner Community enabled in it, and for internal users, for whom the Partner Community user was created, we were able to log into the ...
Madhurima's user avatar
  • 1,395
0 votes
1 answer
891 views

Partner Users - Tasks assignment and visibility

As i have seen by default, when a partner user creates a Task and assigns it to a queue/group, this task is not visible to that user. Requirements: 1st Requirement: When a partner user assigns a task ...
Giorgos Galaios's user avatar
0 votes
1 answer
591 views

How to remove notification icon from theme Jepson in Experience Builder?

Can't find how to hide the notif icon in Jespn :
user avatar
-1 votes
1 answer
2k views

Partner Community user are not able to see List view control icon

I have one query where Community users are not able to see the listview control icon, even with the assigned system permission to "Create and Customize List Views".
hemankshree's user avatar
0 votes
0 answers
788 views

This error occurred: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY: You do not have the necessary permissions to disable this portal user

I am trying to disable a customer portal user from partner community and I am getting the below error: You do not have the necessary permissions to disable this portal user. I have created a flow ...
Grace's user avatar
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0 votes
1 answer
158 views

Unable to find delete permission in object settings for a custom profile

I would like to give delete permission on a custom profile for account object, However when I go to the profile I don't see the delete object permission, the only available are Read, create and edit. ...
Grace's user avatar
  • 5
0 votes
0 answers
154 views

Access licensed object records from Partner Community

We are planning to expose some of our org data to a partner Community using Experince Cloud. However the data which we want to expose is licensed and can only be viewed with users having that license. ...
Badri Narayanan S's user avatar
0 votes
0 answers
131 views

Displaying Flows in Menu Items - Override Issue

My Scenario : I'm trying to implement the flows into the communities. Below Steps were followed: Create a Menu Label --> select a 'Site Page' from Type --> select 'Flow' from Page --> ...
Rv1's user avatar
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0 answers
418 views

Copy the profile from one license type to another

We have our partner community up and running. We were using the Partner Community license type, with 3 different profiles. (sharing sets and page layouts assigned). We are now moving to the 'Partner ...
Saariko's user avatar
  • 5,610
0 votes
1 answer
280 views

On a partner community, can I give access to hierarchy accounts to view the child related records?

In our partner community, we have private oppty sharing rules, and sharing sets that grant access based on : opportunity.partnerid = accountid We have scenarios, where the accounts have a hierarchy, ...
Saariko's user avatar
  • 5,610
0 votes
1 answer
416 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 ...
Dhanik Lal Sahni's user avatar
0 votes
1 answer
1k 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 ...
Shamina's user avatar
  • 4,275
0 votes
1 answer
263 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:...
Riley SF's user avatar
1 vote
0 answers
776 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 ...
Chandlerbeen's user avatar
0 votes
1 answer
2k 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?
Priyanka R's user avatar
1 vote
1 answer
2k 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'...
Saariko's user avatar
  • 5,610
0 votes
2 answers
1k 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 ...
Saariko's user avatar
  • 5,610
2 votes
1 answer
1k 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 ...
Debanjan's user avatar
1 vote
0 answers
84 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'...
N_H1922's user avatar
  • 315
1 vote
0 answers
23 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 ...
CarnVanBeck's user avatar
1 vote
0 answers
206 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 ...
user3304637's user avatar
0 votes
0 answers
396 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 ...
Sean Kennedy's user avatar
0 votes
2 answers
3k 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 ...
Ben Inm's user avatar
  • 23
1 vote
1 answer
697 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--...
user104878's user avatar
0 votes
1 answer
1k 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. ...
olgaK's user avatar
  • 56
1 vote
2 answers
2k 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 ...
Olivia's user avatar
  • 3,461
0 votes
1 answer
379 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 ...
Giorgos Galaios's user avatar
0 votes
1 answer
807 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 ...
Giorgos Galaios's user avatar
1 vote
1 answer
92 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/...
GhostLee's user avatar
  • 151
0 votes
0 answers
31 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?
user91337's user avatar
0 votes
1 answer
1k 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 ...
user3576180's user avatar
1 vote
0 answers
787 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 &/...
Neha's user avatar
  • 37
1 vote
1 answer
477 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 ...
Priyanka's user avatar
  • 1,909
0 votes
1 answer
650 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 ...
Igor Vasylevskyi's user avatar
0 votes
1 answer
473 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 ...
Darius Kimbrough's user avatar
0 votes
1 answer
1k 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 ...
N_H1922's user avatar
  • 315
0 votes
0 answers
154 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 ...
mmccl267's user avatar

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