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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Bring all community users to one permission profile and license

Background We currently have multiple permission profile and licenses for external users which makes it quite complex to maintain these. We want to have one permission profile and user license (...
-1 votes
0 answers
21 views

How to edit the components in Digital experience like the Picture below record list like Quotes and products below how to edit them

[![enter image description here][1]][1] [1]: https://i.stack.imgur.com/dl7L3.png**strong text** hello team, How can i edit the individual components in the record list like quotes and products in the ...
0 votes
1 answer
1k 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 ...
5 votes
1 answer
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 ...
2 votes
1 answer
3k 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
1 answer
1k 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
0 answers
21 views

Deactivate a partner user as a partner user

I'm busy with an Experience Cloud implementation, and I am able to add and enable Partner Users as a logged in Partner User, however I cannot disable other Partner Users as a Partner User. The error I ...
0 votes
2 answers
3k views

Related Record List in Community Cloud

I would like to add the Related Record List to the community porta, but I received the error according to the attached image. I have tried to add {!AccountId} and {!Account.Id} into Parent Record ID ...
1 vote
2 answers
1k 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
0 answers
46 views

Turn off standard notification on experience builder site for partner user

We have enabled notification in our Experience builder sites. We are creating some custom notifications for partners using customization(flow). There are 2 types of user a) partner b)customer. Problem ...
0 votes
1 answer
824 views

Partner Users - Tasks assignment and visibility

As i have seen by default, when a partner user creates a Task and assigns it to a queue/group, this task is not visible to that user. Requirements: 1st Requirement: When a partner user assigns a task ...
0 votes
1 answer
1k 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
1 vote
1 answer
2k 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 ...
0 votes
1 answer
931 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
1 answer
1k views

Edit button is not visible in community

I have an edit button on the community record. The button is overwritten by a visualforce page. I enabled the visualforce page for lightning experience and added the button to the proper page layout. ...
0 votes
2 answers
3k views

Users not Being able to Login to Partner community directly from their Salesforce Contact

I am having an issue in my Salesforce org. There was an existing Partner Community enabled in it, and for internal users, for whom the Partner Community user was created, we were able to log into the ...
0 votes
2 answers
2k 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, ...
1 vote
1 answer
384 views

Experience Cloud Partner User unable to @ mention anyone. Chatter is enabled for everyone, chatter is enabled on objects. Any Ideas?

As the question shows I have checked everything I can thing of Chatter is enabled Chatter Feed Tracking is on for the objects User object is Public Read Only for External Users Even set up a sharing ...
0 votes
0 answers
57 views

Does "Partner Super User" allows user create cases where a contact will be some other user/contact?

According to https://help.salesforce.com/s/articleView?id=000383801&type=1 external users with Portal super user access can create cases for contacts other than themselves. They can also edit the ...
0 votes
2 answers
1k views

Can a community partner user create other community users?

In our org, we define a certain partner user as 'admin'. While he can create more contacts for his account, is it possible that he can also activate them as partner users? (assume the license limit is ...
6 votes
3 answers
2k 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 ...
2 votes
1 answer
1k views

Irrelevant/Incorrect person account role is coming up while enabling partner user

I am trying to enable partner user from one contact that is already enabled as partner from one partner account. For the first time, for the first contact I should not have got the roles section while ...
0 votes
0 answers
116 views

Partner Community - Contact Sharing

I have set my Account, Contact OWD to Private. I have a partner Account with Partner contacts underneath the account. When I log in as one of these partner users, I can see all the associated partner ...
0 votes
0 answers
44 views

'Select Listing Name to Scan' is empty in the Partner Security Portal

As mentioned by @phil in Sending review to the checkmarx where multiple developments are included I have gone to partner security portal. Though the packages are being displayed in the partner ...
0 votes
1 answer
772 views

How to manage sharing for Partner Users with an External Account Hierarchy if Sharing Sets don't work?

My organisation has an experience cloud site for partners. We used to only have 1 partner per country, so we managed sharing as 1 ctriteria-based sharing rule per country/partner. However, we now ...
0 votes
0 answers
137 views

Session id got from VF page is not working in communities

We have a VF page with an iframe to another platform's react app. In the VF page, we get the session id by calling GETSESSIONID() and passing it to the react application, which uses it to make ...
-1 votes
1 answer
2k views

Partner Community Login Issues

I don't understand, why can't I login to partner community? I used to login without issues. The loading spinner is shown, and I can see some JS errors in Javascript console
1 vote
2 answers
725 views

Embedding a LWC inside a partner portal/community page

I have set up a Partner Portal, where the users have Partner Community licenses. I also have a LWC that has the below settings (recently edited for clarity) <?xml version="1.0" encoding=&...
0 votes
1 answer
253 views

Partner Community User - not enabled for activities?

I have activated a test Partner Community user and granted that user access to Accounts, Contacts, Cases, etc. I have also created a tab in the Community that allows the user to log a visit using the ...
1 vote
2 answers
3k 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 ...
1 vote
1 answer
3k 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 ...
0 votes
0 answers
31 views

Determining number of custom objects in an Experience site [duplicate]

We are working on building a partner community in Salesforce. There is a limit that we can use only 10 custom objects. I would like to understand the following: How does Salesforce verify the number ...
0 votes
1 answer
542 views

How to remove notification icon from theme Jepson in Experience Builder?

Can't find how to hide the notif icon in Jespn :
-1 votes
1 answer
1k views

Partner Community user are not able to see List view control icon

I have one query where Community users are not able to see the listview control icon, even with the assigned system permission to "Create and Customize List Views".
6 votes
1 answer
2k views

How Do You Enable SAML IdP in a Partner Community?

I am helping a client that needs to connect their partner portal, a Salesforce Partner Community. They need to setup an SSO for their partners from the partner portal into another web application ...
0 votes
1 answer
1k views

Does "View Tableau CRM on Experience Cloud pages" permission consumes a Tableau CRM license?

The permission "View Tableau CRM on Experience Cloud pages" is mentioned in this article Enable Tableau CRM for Experience Cloud Sites We have created a permission set that contains only the ...
0 votes
0 answers
705 views

This error occurred: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY: You do not have the necessary permissions to disable this portal user

I am trying to disable a customer portal user from partner community and I am getting the below error: You do not have the necessary permissions to disable this portal user. I have created a flow ...
0 votes
1 answer
144 views

Unable to find delete permission in object settings for a custom profile

I would like to give delete permission on a custom profile for account object, However when I go to the profile I don't see the delete object permission, the only available are Read, create and edit. ...
7 votes
1 answer
991 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"...
0 votes
1 answer
536 views

Why does developer org say “Trial Expired” when I try to log in and how do I fix it?

I have a developer edition I use to develop app. It was working fine, today then I try to log in it says Trial Expired as far as I know developer edition does not expire. Is Request Partner Benefits ...
0 votes
0 answers
101 views

Displaying Flows in Menu Items - Override Issue

My Scenario : I'm trying to implement the flows into the communities. Below Steps were followed: Create a Menu Label --> select a 'Site Page' from Type --> select 'Flow' from Page --> ...
0 votes
0 answers
150 views

Access licensed object records from Partner Community

We are planning to expose some of our org data to a partner Community using Experince Cloud. However the data which we want to expose is licensed and can only be viewed with users having that license. ...
1 vote
1 answer
459 views

External user access - Portal Super User Access not working

I have setup a community for B2B partner users, and a custom object which has lookup to Contact & Account. The sharing set is enabled and provided to provide access to custom object records and ...
0 votes
0 answers
360 views

Copy the profile from one license type to another

We have our partner community up and running. We were using the Partner Community license type, with 3 different profiles. (sharing sets and page layouts assigned). We are now moving to the 'Partner ...
0 votes
1 answer
261 views

On a partner community, can I give access to hierarchy accounts to view the child related records?

In our partner community, we have private oppty sharing rules, and sharing sets that grant access based on : opportunity.partnerid = accountid We have scenarios, where the accounts have a hierarchy, ...
5 votes
3 answers
13k 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?
0 votes
1 answer
668 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:...
0 votes
1 answer
380 views

Login & Registration Tab missing in Build Your Own( LWR)

I am not getting Login & Registration Tab on the Administration setup page. As per portal documentation, it should be there. My community is already activated and published as well. I have opted ...
0 votes
1 answer
356 views

Import records - Partner Community

Is it possible to import records (e.g. Leads) in Partner Communities? I have given the "Import Leads" permission to my partner user but i don't see the "Import Leads" button like ...
0 votes
1 answer
249 views

VisualForce Email Template for Experience Cloud Emails

I'm trying to use a VisualForce email template for my Communities emails (Experience Cloud) I'm getting errors as I haven't specified a "relatedToType" in the following: <messaging:...

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