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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20 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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22 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
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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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
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
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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10 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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35 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
109 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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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
69 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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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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29 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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2answers
150 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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7 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
96 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
55 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
74 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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16 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
361 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
99 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
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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66 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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13 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 ...
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1answer
105 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 ...
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1answer
61 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
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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: ...
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43 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 ...
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1answer
303 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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113 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. ...
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1answer
37 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 ...
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44 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 ...
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1answer
37 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?
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1answer
51 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?
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1answer
56 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 ...
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1answer
150 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 ...
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38 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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2answers
325 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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1answer
44 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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1answer
455 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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