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.

Filter by
Sorted by
Tagged with
0
votes
1answer
25 views

Internal user or community user for partners?

In the current project I am working on, I found that client has created internal users for partner and any partner can directly login to salesforce org and has access to almost every object and data. ...
5
votes
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 ...
0
votes
0answers
5 views

Partner community dashboard visiblity error [closed]

Why is partner community member's assistant unable to view their dashboard?
0
votes
0answers
25 views

Inventory Table

We have promoters in Retail outlets selling our Products. They all have Partner Community license just to capture logout and login time/Customer Information (Address). We now have a requirement to ...
0
votes
1answer
466 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 ...
5
votes
1answer
747 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"...
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 ...
0
votes
0answers
23 views

Create New Events from Partner Community User

I have created a partner community user and have added an Calendar component in the community. Now the community user will have the calendar component with New event button. But when I click the new ...
0
votes
0answers
8 views

Restrict portal users from mentioning in Chatter

We have a automation set up such that when a work order is rejected by a tech and is reassigned to other tech, it sends out a chatter notification to the technician who accepted the work order. Our ...
0
votes
1answer
26 views

How to create scrach org when using Partner Developer Edition org?

We have a Partner Developer Edition org which has environment hub. This was created a few years ago. We are in the process of upgrading our development practices to use SFDX and scratch orgs. The ...
0
votes
1answer
24 views

I can't see upload files option within files tab in community whereas i can upload files through lightning view

Upload files option is not visible on community whereas it is available on lightning view, i can even see files uploaded on lightning view on community
2
votes
1answer
142 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 ...
1
vote
0answers
30 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: ...
0
votes
0answers
11 views

iframes and custom domain names in lightning community

I am running into an issue in a lightning community where we need to use an iframe to load a visualforce page (yes, it needs to be an iframe and not a lightning:container). The issue I'm running into ...
1
vote
0answers
33 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
vote
0answers
132 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 ...
0
votes
1answer
451 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 ...
0
votes
1answer
21 views

help with soql to fetch sharing details of partner account

I have partner community users which have access to our partner community. We have couple of sharing settings applied for partner account when the record is created in Salesforce. We can find this ...
1
vote
1answer
443 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 ...
0
votes
0answers
25 views

Lead detail page is not showing on Partner Portal after record is submitted for Approval

I have configured Approval process for Lead object, If partner user is created new lead on Partner portal then automation process is submitted lead record to approval. However, i can't able to see the ...
1
vote
1answer
22 views

Salesforce SDK for iOS for Partner Communities

Is it possible to build a Salesforce Mobile SDK iOS app that allows Partner Community users to login to the app?
2
votes
1answer
20 views

is it possible to work offline using Partner license?

Is it possible for partner communities users to be able to work offline while using the Salesforce Mobile1 app?
0
votes
1answer
54 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
votes
1answer
24 views

Visualforce User Lookup to fetch Partner users

I need to Lookup a Partner User from my VF page for which I leverage the Standard Salesforce lookup and use apex:inputField and point to Account.Owner field. Here is a trimmed version of my VF which ...
0
votes
0answers
13 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 ...
1
vote
0answers
34 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?
0
votes
1answer
96 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
votes
1answer
32 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 ...
0
votes
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?
3
votes
2answers
4k 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?
5
votes
2answers
726 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
votes
1answer
870 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
votes
1answer
256 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
votes
1answer
29 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 ...
1
vote
1answer
247 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
votes
1answer
30 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
votes
1answer
31 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
votes
1answer
26 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 ...
0
votes
0answers
54 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 ...
0
votes
0answers
8 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 ...
1
vote
1answer
121 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 ...
0
votes
0answers
40 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 ...
1
vote
1answer
1k 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
votes
1answer
84 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 ...
-1
votes
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 ...
0
votes
1answer
47 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
votes
1answer
90 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
votes
0answers
39 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 ...
0
votes
0answers
52 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
votes
1answer
211 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 ...