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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36 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 ...
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1answer
350 views

Org Wide setting for Community User to edit record

I have created a community. Cloned a Profile with license "Customer Community Plus". When i login into as an customer I see all the Accounts. I want to change this. User should see/edit only related ...
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1answer
347 views

Enable partner user to be 'manager' of another partner user

I am currently using Communities and I am trying to add a partner manager as the 'manager' of another partner user's, user record in Salesforce, using the lookup manager field. I cannot see any ...
5
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2answers
532 views

Need help in migrating communities from Sandbox to production

While trying to deploy my community, I have been facing this error : "The page "/PartnerIncentiveClaim" for Menu Item "New Incentive Claim" must be published, begin with a / character, and consists ...
0
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1answer
646 views

Relationship Fields not Accessible on reports for Partner Community User

I am facing a weird issue with Custom salesforce report on Partner Community. Few of the fields which are otherwise accessible to the Partner user are not visible when the partner community user run ...
3
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1answer
232 views

manual sharing in partner community

I setup the partner community in my Organization. Our partners asked us the possibility to require the assistance of another partner on one opportunity. To fulfill this requirement I activated manual ...
0
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1answer
27 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 ...
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1answer
196 views

Custom related list button is not working in partner portal

I have created custom button called "New Employee" on employee object and it is related with both account and contact objects via lookup relation. If i click on "New Employee" button on employee ...
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1answer
25 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
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1answer
26 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
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1answer
24 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 ...
5
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1answer
2k views

How to share External Account, Contacts, Custom Object Records for Partner User in Communities

Is it possible to share the external Accounts to a Partner Enabled Account User(Partner Account -> Contact (Partner User)) ? The Scenario is something like this: I have Account, Opportunity etc. from ...
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25 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 ...
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6 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 ...
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1answer
23 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 ...
1
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1answer
2k views

Give Edit access to Partner Community Login Profile user for their Partner

In application, account is private. In Salesforce, if account is enabled as a Partner account , then all the Partner user will get the read access to account by default. However, we have two profile ...
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0answers
12 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 ...
4
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1answer
556 views

standard action button disappears after override

We have set-up a partner community for our customer where we have overridden the "new" button on account with a visualforce page (for "classic") and a lightning component (for "lex"). In the "classic"...
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1answer
800 views

How to log in as Partner Community user

I am system admin of the org where we have 3 partner community users. I just wanted to login as one of them and see what they generally see upon login. I have checked that my user (being an system ...
0
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1answer
39 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 ...
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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 ...
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1answer
20 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
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1answer
31 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
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1answer
369 views

Cannot Create Entity Subscription to Portal User

I am trying to create entity subscription for a Portal User(Isportalenabled = true) to an opportunity, but I'm ending up with the following error on insert of entity subscription. 11:40:06:128 ...
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0answers
36 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 ...
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0answers
32 views

Restrict internal users to 'Login as Community users ' when 'Manage External User' permission is enabled

Is there a way to restrict internal users to 'Login as Community users' when 'Manage External User' permission is enabled . We want this permission since the internal user should be still able to ...
0
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1answer
28 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 ...
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2answers
3k views

How to remove buttons on List View for Community?

We don't want to let our community users to use some custom buttons. Is there a way to hide or remove custom buttons on List View for Community?
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0answers
19 views

Chatter Access to Partner Portal Users

I have set up a community for my partner portal users. I want them to have access to Chatter to interact with the internal salesforce users. But I am unable to provide them the chatter access. Also ...
0
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1answer
23 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
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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 ...
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1answer
23 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 ...
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0answers
86 views

com.sforce.soap.metadata.QuickActionLabel problem when deploying PartnerCommunity using METADATA API

I'm trying to deploy a Community Partner in a Partial-Copy ORG, using Metadata-API and I find these errors: Problem unmarahalling NewCommunityCase.quickAction. New Community CaseNot a valid ...
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1answer
28 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 ...
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0answers
78 views

Leads in partner central community

We are using the Partner Central community at a customer and have some issue with the display of a converted Lead. Basically this looks the same as a non converted lead but in a kind of read-only mode ...
0
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1answer
56 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 ...
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1answer
20 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....
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1answer
154 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 ...
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0answers
28 views

How to auto-assigning corresponding partner account when partner user creates opportunity in the partner community

I have a new partner community I am testing and I have a partner account with a partner user and I have him signed into the community and have him create a opportunity. I would would assume that it ...
1
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1answer
169 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
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0answers
16 views

Is EntityLink available from a Partner Community context?

Does anyone know if EntityLink can be used in chatter message in Partner Community context? Invoking the command below: ConnectApi.ChatterFeeds.postFeedElementBatch(networkId, listOfFeedElements); ...
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3answers
374 views

There was an error in registering a user in site Charger_Community. The error message is: portal account owner must have a role

I am registering an account in renault community, but i am getting the following error message, even though the portal account owner has a role assigned. There was an error in registering a user in ...
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0answers
35 views

How to assign different record page layouts to different record types in Salesforce Partner Communities

first a little bit of context, I work as an intern for a company that builds systems using Salesforce, and I've been amazed at how much is possible with this platform. I've already built an internal ...
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0answers
78 views

Allowing users to create reports in Partner Community

I'm trying to provide partner community users the ability to create reports, but I can't seem to get the New Report button to appear in the Lightning Community page. I'm pretty sure that I've provided ...
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0answers
12 views

Community user needs to redirect to login page when logged out

We have a community and users who are using the community are logging into Community using Third party authorization. When logged out, it is showing that the user is still logged in with an error ...
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0answers
28 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 ...
2
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1answer
41 views

Shouldn't NetworkAffinity be insertable?

To simplify tests with community users, I am trying to configure the default community for a specific profile. Running this in Anonymous Apex, or trying to save my class containing the code: insert ...
0
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1answer
219 views

lightning:recordEditForm not showing lookup search window in community

I'm using lightning:recordEditForm to create new opportunity my code is <aura:attribute name="objAPIName" type="String" default="Opportunity"/> <lightning:...
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0answers
111 views

Can we hide “Unfiled Public Classic Email Templates & My Personal Email Templates” for Partner community users?

We have a requirement that we need to hide the default "Unfiled Public Classic Email Templates & My Personal Email Templates" from all the Partner users except the administrator. ...
2
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1answer
745 views

Community page is not loading in the community builder

EDIT: looked at the developer console and this is what I see: Refused to display 'https://xxxx-dev-ed.my.salesforce.com/?ec=302&startURL=%2Fsfsites%2Fl…OP%26siteId%3D0DM41000000GHYK%...