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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19 views

action.setCallback not working for certain users

This one is confusing. I have a lightning component in a Salesforce Community that gets simple user info from the server side controller. It works for internal users (admins, sales, etc) but when ...
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8 views

How to add account team members as a partner user?

I have some Partner Users that is needed to be considered as team members in an Account. Is there a way to add "default teams" in Partner Users? One of my Partner's User is Account Owner. ...
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1answer
481 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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470 views

Custom button is not visible in Community view

i have implemented small custom button on account object, that custom button will showing salesforce classic view, but its not visible in community view.
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1answer
20 views

How to grant Read access to parent Account when Opp is shared through Sharing Set?

In a Partner Community, I'm granting edit access to Opportunities that have the User's Contact record indicated in a specific Contact lookup field on the Opportunity. However, users that get this ...
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21 views

Conditionally render LWC Component in Community Builder in Salesforce

I have a requirement where I have to display the LWC component on record detail page based on record's field value in communities. We can do it in normal Salesforce experience using 'Set Component ...
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1answer
16 views

Show both Overridden VisualForce Page and Standard Salesforce Page to Partner Community Users based on condition

I need custom object for which the New/Edit/View buttons have been overridden to a VisualForce page. The VF Page has logic to redirect the user to either Salesforce page using nooverride=1 or to ...
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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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1answer
14 views

"Allow customer users to change case statuses” missing from Community Settings

Steps in salesforce docs: Communities Settings. 2. Select Allow customer users to change case statuses. 3. Click Save The problem is that the setting listed in step 2 does not appear on the ...
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1answer
847 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
21 views

How to configure Partner Community where individual Users work for multiple Companies?

If the same User(Contact) works for multiple Companies(Accounts), How would you build for this scenario? Has anyone encountered this? We are thinking of requiring those people to log in with different ...
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571 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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2answers
2k views

Translate navigation menu in partner community

We need to create a multi-language customer community, but I am now stuck with translating of this community. I have seen this doc about translating the community, but it does not let me translate ...
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1answer
445 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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9 views

New Basket on Partner Communities - Cloudsense CPQ

We are about to implement a solution with Salesforce and Cloudsense CPQ. The package has a custom object called Product Basket where they have overriden the default "New" action with a ...
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1answer
27 views

Bypass Partner Records being Deleted By Account Change on Opportunity

Salesforce Documentation indicates that when the account field is edited on an Opportunity, related Partner records are deleted. You can find this information in the notes section here. I have tried ...
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1answer
576 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
535 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
97 views

Notifications Bell icon is not displayed in Community compact header

I have Customer Service template community with Stella theme. We use Partner Community License. I want to display notifications in a compact header and selected the checkbox, but it is not displayed. ...
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34 views

LWC is it possible to open Community standard Messages component modal with predefined user field?

Is it possible to open a standard Direct Messages component with a predefined user field from the custom button as it is done once you click on the tagged user in the Feed Item? Hover on tagged user ...
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10 views

Allowing lookup fields to access data in a community partner portal

We are a real estate company, were all our leads (properties)  are owned by an owner in the company whose job is to move on with that lead and close the deal.  We would like to create a partner ...
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1answer
63 views

Apply multiple sharing set on one object same profile

My goal is to give partner users access to records based on two field on the same object. I use Sharing sets (From setup->communities settings->sharing sets) On opportunity, I have two custom ...
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0answers
24 views

Custom Object field not able to be referenced via Lookup in a Visualforce page

I’m experiencing a strange issue with a Custom Object that I’ve frankly never come across before. I have a VF page that is not able to display the value from a specific Lookup object field. Other ...
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1answer
15 views

Securely Share Partner Dashboards

My goal is to share dashboards on partner community. I created opportunities report and dashboard for partners. when i logged in as partner 1 i can see partner 2 related record on dashboard. Of course ...
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8 views

How does OpportunityPartner gets created?

To some opportunites, opportunitypartner is getting created and for some it is not getting created. https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_opportunitypartner....
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10 views

Partner users unable to access Object Milestone fields in custom reports

We have a custom report type for workorders with milestones, (Workorder(A) & ObjectMilestones (B) relation). The report is accessible to the internal users. However, for partner users, they are ...
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12 views

Sandbox Community URL Issue

I am running into an issue with my communities in my sandbox. So the issue is as follows: In my organization we have two different communities. In production they are separated using two different ...
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26 views

Display Einstein Dashboard in Community for Partner user using Lightning Out

I have a Einstein dashboard which will have to embedded into Community page to display for Partner Community Users. I read the document in this https://developer.salesforce.com/docs/atlas.en-us....
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1answer
414 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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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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2answers
148 views

Partner Developer Org best practices - how to mirror namespace among PDOs

At this point, my team and I have read through multiple trailheads, docs and posts on the following. We have a lot of good ideas, but still a key issue remains. First, please verify this is the best ...
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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 ...
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5 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 ...
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21 views

Community Site Path Prefiix has extra characters [duplicate]

Good day! I've been using Site.getPathPrefix() in my codes and they are working as expected. Recently, I deployed my apex codes in a different SF org and then the expected result of the method has ...
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1answer
90 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 ...
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71 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 ...
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1answer
53 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 ...
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1answer
72 views

Unable to obtain authorization token for partner community users

I have exposed an apex class as a rest service. I want my community users to be able to use the rest service to insert records in the system. I have set up a connected app to enable access using Oauth....
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2answers
313 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 ...
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15 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 ...
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2answers
8k views

Can we access custom object in as community user?

I am trying to work with salesforce communities. The question is can I able to access custom object while I login as community partner user or community costumer user.I have enabled communities. ...
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2answers
340 views

How to migrate Community (with theme, tabs and pages) from one org to another org

I have a Community created for external user in my local sandbox, which contains salesforce predefined theme Jepson (we have customized the home page and other tab pages with custom objects as per our ...
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20 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. ...
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1answer
95 views

It is possible hide 'New Event' button in lightning Community?

It is possible to remove the new event button? (Im using standard calendar in lightning community and already remove the Edit Event permission from the logged user) I want this because New event ...
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1answer
649 views

Not receiving welcome emails on creating a new partner user

I am not receiving the welcome emails on creating new partner user. Any idea what can be the issue with it? I received for my other two orgs but just for one org I am not getting emails.
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0answers
49 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?
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1answer
300 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 ...
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1answer
327 views

Account roles are not getting created on enabling the account as a partner

I have an integration project that is stuck due to the limitation I am facing with my Salesforce instance. On enabling Account as a Partner, the roles are not getting assigned. I can't see the role ...
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1answer
32 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. ...
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65 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 ...

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