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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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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1answer
580 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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201 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 ...
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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 ...
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148 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 ...
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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
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1answer
147 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 ...
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42 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
18 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 ...
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0answers
64 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 ...
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0answers
29 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 ...
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279 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 (...
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0answers
55 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
637 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 ...
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0answers
271 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 ...
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31 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?
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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....
1
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1answer
193 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 ...
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0answers
19 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
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1answer
205 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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0answers
148 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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17 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 ...
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0answers
70 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 ...
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1answer
24 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 ...
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53 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
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1answer
38 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 ...
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0answers
226 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 ...
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0answers
713 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 ...
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0answers
120 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
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1answer
145 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 ...
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288 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.
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283 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 ...
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0answers
235 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
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1answer
362 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 ...
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1answer
229 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 ...
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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 ...
1
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1answer
47 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 ...
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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 ...
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0answers
560 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, ...
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0answers
400 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 ...
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0answers
5 views

Migrate Chatter: Classic Partner Community to Lightning Customer Service template based Community

We have a Classic Partner Community that has Chatter Enabled and has a lot of posts over the past years. We are now trying to migrate our community to Lightning Template based Community (Customer ...
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0answers
6 views

Delegate External User Administration functionally (Partner community Users)

Delegate External User Administration functionlly not working i have assign one user as a delegate admin to other Profile users. when i login as a Delegated admin user in Community i am not able to ...
0
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1answer
19 views

SFDX scratch org definition

Account.ChannelProgramLevelName: Could not resolve standard field's name.,Account.ChannelProgramName: Could not resolve standard field's name.,Account.IsPartner: Could not resolve standard field's ...
0
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1answer
26 views

Need that Partner User see contacts that match certain field with their own contact

Partner user should only see contact records that are related to them based on a field on the contact record, let's say Account for example. What I have tried: Sharing Settings: Contact | Public ...
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0answers
14 views

List View Actions

I need to hide the list view actions on the mobile mode in my community. I already uncheck the "Show List Actions" at the keeps appearing. Can anybody help me?
0
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1answer
28 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
25 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 ...
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0answers
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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0answers
28 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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1answer
28 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 ...