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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Cannot enable/create partner user from user detail page

This window pops up every time I try to save my newly created Partner User Record. Clicking ok brings me back to the user detail page with the record unsaved, I click save again, the same window pops ...
jmais's user avatar
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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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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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Partner Community - Contact Sharing

I have set my Account, Contact OWD to Private. I have a partner Account with Partner contacts underneath the account. When I log in as one of these partner users, I can see all the associated partner ...
sfdx_guy17's user avatar
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'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
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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
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Session id got from VF page is not working in communities

We have a VF page with an iframe to another platform's react app. In the VF page, we get the session id by calling GETSESSIONID() and passing it to the react application, which uses it to make ...
Hemant Keni's user avatar
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1 answer
891 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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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
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Partner Community Users cannot create contact record - INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY

We have Partner Communities in my Salesforce org and have following test data Profile : partner user Account : recordtype : AccRT1 ,AccRT2(partner enabled account) Opportunity: e.g. Opp1 is created ...
Rit's user avatar
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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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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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Cannot see the report list in Community

Hi in my community want to show the Menu item called by myself Reports from the type Site List and page Report List. I already have a shared folder shared with the user from my community that is ...
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2 answers
2k 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
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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
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171 views

Is it possible to display differents Featured Topics by Page variations in Experience cloud site?

I have 5 differents Page variation HOME , in each page i want to display different Featured Topics (Topics/Subtopics/Navigational topics) Is it possible?
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How to remove notification icon from theme Jepson in Experience Builder?

Can't find how to hide the notif icon in Jespn :
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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
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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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1 answer
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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
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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
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61 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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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
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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
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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
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1 answer
963 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
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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
545 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
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1 answer
1k 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
1k 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
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914 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
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2 votes
1 answer
745 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
64 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
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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
148 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
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0 answers
300 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
2k 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
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1 vote
1 answer
542 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
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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
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1 vote
2 answers
1k 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
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0 votes
1 answer
321 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
643 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
87 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
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0 answers
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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
911 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
606 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
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1 vote
1 answer
406 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
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0 votes
1 answer
504 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
431 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
884 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
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