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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6
votes
1answer
815 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"...
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 ...
4
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0answers
246 views

External users and standard profiles

In the Spring 14 release notes are the following two points: "Object permissions for contracts have been added to standard profiles. If your organization uses contracts and Communities, note that ...
3
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0answers
119 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 ...
3
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0answers
357 views

When is User.ContactId nulled during community/portal user deactivation?

When deactivating a Communities User in code, you can't directly update the User.ContactId field. Rather, setting User.IsPortalEnabled to FALSE has the side effect of nulling out User.ContactId. I ...
3
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0answers
1k views

Is it possible to share calendars with Partner Community Users

I would like to share User calendars with Partner Community Users but I am unable to do it, here is what I did up to now: in the User Settings for a specific Internal User A, I added a manual sharing ...
3
votes
1answer
217 views

Creating orders from Partner Community

I have a situation here. I have an internal user who creates the partner account. So by default the account owner is the internal user. I want the partner users to be able to access only the one ...
2
votes
1answer
284 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 ...
2
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0answers
22 views

Activites not being shared

I have an issue where activites are not being shared as I understand they should be. First off the OWD is set to Controlled by Parent. We have a community with partner users, there are tasks ...
2
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0answers
94 views

Salesforce Tab + Visualforce community open in lightning mode…for community users

I have create a community with template visualforce page + Tabs. When i login to community as admin i can see the classic tab view of community, but when i login as portal user i get redirected to ...
2
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0answers
39 views

Convert Community user to Portal user

We already have a Custom Community used by one of our clients. Now we are going to extend community functionality which requires ability to share records (Sharing Sets not an option in our case) With ...
2
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0answers
361 views

Communities, Events, and Without Sharing

I'm having an odd problem (I think it's odd, at least). I have a lightning component which calls a controller method to retrieve a list of events. The events may not belong to the current user (...
2
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0answers
57 views

Disable Account&Contact autopopulate on Case for Partner Community

Currently when I create a Case using my Partner Community licensed user in our Communities my Contact is set as Contact on Case and my parent Account of that Contact is set as the Account on the Case. ...
2
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0answers
705 views

How can a Partner User will able to see Reports based on Product/Pricebook

As mentioned by salesforce.com the Partner Users can only able to report on S/C-objects which are Private in Sharing Settings, then how can Partner Community User can see Products/Pricebook fields in ...
2
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0answers
273 views

Not able to send Partner Users “Thanks Badge ” - new Chatter Feature

I am trying to send to "thanks badge" to a Partner Community member, but when I type the Partner User name in the 'Name of the person to send' It doesn't able to search the Partner User. Also When I ...
1
vote
1answer
31 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 ...
1
vote
1answer
30 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 ...
1
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0answers
34 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: ...
1
vote
1answer
286 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 ...
1
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0answers
70 views

Partner Communities and Site Prefix

Good day! I recently configured a partner community in a salesforce org and I found out that for resources to be working (either for loading or navigation) a site prefix should be appended in url. ...
1
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0answers
37 views

Customer and Partner community access to same user

Can I have the same contact/user to have access to both customer and partner community? Can the user login to both communities with same credentials?
1
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1answer
43 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....
1
vote
1answer
401 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 ...
1
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0answers
47 views

Is it possible to have a Community with Lightning look and feel?

In community cloud is there a way to have a community based on The 'Salesforce Tabs and visual force' But instead of classic salesforce Tabs we have Lightning Tabs?
1
vote
1answer
305 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 ...
1
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0answers
287 views

How to show Multi-User calendar view (Events/Tasks) to my partner Community users calendar home?

In my sandbox admin having access to see Multi-User calendars(events/tasks) in classic and Lightning. but in admin community not having access to see Multi-User calendar view, as well as Partner ...
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0answers
25 views

Partner community Task reports

On our partner community the users are not able to see the related to and assigned to fields. Following below articles I changed org-wide sharing to private for all objects that could be linked to a ...
1
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0answers
103 views

Aura Console Warnings in Lightning Community

In my lightning community (Community Template: Partner Central Spring ’18) I see the following warnings: WARNING: $A.eventService.addHandler: Unknown component with globalId 'undefined'. Does this ...
1
vote
1answer
35 views

Can we link a Partner Account and Customer Account through a partner function

Can we link a Partner Account and Customer Account through a partner function in salesforce? A partner user from a partner account (communities) can login as a custom account and create Opportunities ...
1
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0answers
67 views

How can I restrict access on records?

I have communities on my org. Some members are internal users, and they should see everything. However, now I need to add an external user (a partner) that should not be able to see certain records. ...
1
vote
1answer
40 views

Migration of Communities (napili template )

1)I have deployed the Napili template community into the sandbox through the ANT , when i click on the URL of the community it says URL does not exist , i deployed the site.com,network and custom ...
1
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0answers
264 views

Question on Lead record sharing with Partners in the Partner Community

Use case detail: Partners can create Leads and view Leads that are assigned to the Partner thru the Partner Community Partner creates a Lead (e.g. Dan Cook) Partner has visibility to the Lead due ...
1
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0answers
837 views

When using Google Apps (G-Suite) as an Identity provider - How to differentiate between Partner users and Full license users?

There is a similar question in here already with a solution but I am stuck on a particular step. (Google SSO for Partner Community) I am a Google Suite Admin and SF admin and have setup SAML so that ...
1
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0answers
136 views

Sharing Files to Lightning Partner Community Members

I have a need to share a file with all the members of my community and ideally track downloads using a report. My reading into the community documentation it looks like it should be possible but I am ...
1
vote
1answer
160 views

Search Bar not working in Partner User

Im using below code for custom search its working in Sandbox partner user. But not working in Production's partner user it return "URL No Longer Exists".Please guide me. <apex:page > <form ...
1
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0answers
294 views

Partner Community Templates

When setting up a Partner Community, do you have to use the Aloha template with the standard SFDC UI or are their other templates? Kokua, KOA, Napili, all seem to be specific to Customer Communities.
1
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0answers
295 views

Why is Serbia not among selectable countries in Salesforce.com?

So I decided to join Salesforce Partner Community, however, I can't complete my application as I'm from Serbia and there's no Serbia as an option among the list of available countries. Does anybody ...
1
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0answers
253 views

Products Security in Partner Community

We are currently working with Products and Pricebooks in Partner Community. The security side of it is still an idea in Salesforce but is there anyway we could restrict the Products visibility for ...
1
vote
1answer
496 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 ...
1
vote
1answer
236 views

Communities: Provisioning existing Salesforce licensed users as Partner Users

Existing Solution: Dealers and Vendors (external users) using Salesforce Licenses. They are assigned to Roles (Dealers at the bottom below Vendors). They own Accounts, Opportunities and other custom ...
1
vote
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 ...
1
vote
1answer
51 views

How to keep PartnerUser in sync with PartnerContact

I have an requirement where a partner admin (User with Partner profile) should be able to make user from their Contacts . In addition , partner will update their contacts and user related to those ...
1
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0answers
89 views

Query the Partner Community Account via SOQL

I was updating test classes in our org to get more code coverage and stumbled upon all those obviously being for our partner community. Now there is this SiteRegisterController, which the Salesforce ...
1
vote
0answers
601 views

How can I restrict access to Accounts in partner community?

I have a community and have added Partner community users to it. Accounts is set to private and I have one sharing rule that shares accounts with All Internal Users. When I login with a partner user, ...
1
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0answers
429 views

How specifically does one configure a reverse proxy for a custom branded login URL?

We are trying to launch MyDomain.example.com instead of mydomain.force.com for our partner community. I've gleaned that reverse proxy is the only workaround to make this happen and was able to get an ...
0
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0answers
6 views

Enable Partner User Action - User Lisences Displayed

What are the criteria of the user lisences that are displayed when creating a user by clicking the "Enable Partner User" action on Contact record? I mean, in my org these are the lisences that are ...
0
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0answers
4 views

Partner Portal Approval history is not visible after Lead Conversion

I'm using Leads in partner portal with approval enabled. The approval history is part of the Lightning Record layout is available and View All is working as long as the Lead is not converted. Once ...
0
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0answers
65 views

Flow Interrupted on Action (External Service) in Partner Community

I am stuck on this and will appreciate any help please: We have implemented a flow inside a Partner Community, which includes a couple of screens and an "Action" item. This "Action" item calls an ...
0
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0answers
13 views

Lightning Component for New Events - Community

I need to somehow let the user instead of "location field" to fill in an address field. So, what i did was to: 1) Create 4 custom fields on Activity object (Street__c, City__c, Country__c, Postal ...
0
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0answers
11 views

Account Lookup filter in Community

We have a custom lookup filed to Account on a Case which points to the "End Customer" account. We have a lookup filter to only show end customer accounts which are under the Account the Case is under. ...