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.
117
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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 ...
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296
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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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0
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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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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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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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3
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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 ...
- 215
3
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answers
173
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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. ...
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3
votes
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answer
569
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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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373
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Queue Member (Partner User) not able to access Task
The system admin is creating a Task which is Assigned to a Queue. This queue consists of two partner Community Users. The expectation would be that the queue members would have access to the Task. ...
- 370
2
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27
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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 ...
2
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193
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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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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 ...
- 1,259
2
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574
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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 (...
- 131
2
votes
1
answer
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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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2
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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 ...
- 750
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296
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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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1
vote
1
answer
199
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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 ...
- 11
1
vote
0
answers
622
views
I can't create quote line items with community user
From a community, I need users to be able to create quotes and their quote line items.
With the community user, I create the opportunity, then I create the quote. Then when trying to create a ...
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1
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0
answers
71
views
How to handle data skew when working with partner portal?
I have a very simple use case where I have a few partner accounts to which I assign cases. Under each account I have 5-10 partner users who need access to all the cases assigned to the account. So I'...
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1
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0
answers
20
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Inaccessible Contact on Partner user blocks everything on the User
something happend in our org that I've never seen before and that shouldn't be possible.
We have a user with a "Partner Community Login" license, that cannot be edited anymore.
I don't know ...
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171
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Lightning app page is not accessible from partner community user
I made a lightning app page and placed my lightning component on it. It works perfect as an admin user, but when I login as a partner community user, that app page is not accessible. We are using ...
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1
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1
answer
592
views
"Enable Partner Super User " Checkbox missing from Digital Experiences Settings page
I am system admin for my developer org with CUstomize Application checked. I have Partner community enabled but for some reason I don't see "Enable Partner Super User " checkbox under SETUP--...
- 11
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0
answers
658
views
Campaign Influence related
By following Salesforce documentation, related to Campaign Management Implementation Guide; Campaign is in use and is working as expected and as designed. All this is TRUE if the Marking users &/...
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1
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1
answer
430
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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 ...
- 1,909
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0
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2k
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LWC component in communities not loading properly
I am experiencing a very weird behavior while displaying LWC on a Opportunity record page in Communities.
I have a LWC component with the name TestLWC and I want to show it in community. So, for that ...
- 584
1
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0
answers
589
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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 ...
- 584
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432
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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
...
- 546
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197
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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....
- 31
1
vote
1
answer
2k
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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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202
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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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592
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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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answers
692
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?
- 361
1
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424
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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....
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1
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64
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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
vote
1
answer
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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 ...
- 21
1
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0
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164
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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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1
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0
answers
157
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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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1
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1
answer
128
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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1
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0
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95
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.
...
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1
vote
1
answer
50
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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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0
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966
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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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answers
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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 ...
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1
vote
1
answer
266
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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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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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 ...
- 5,513
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0
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639
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Unable to remove components from a managed package
I just developed a package in salesforce and uploaded it. The uploaded package is of managed type. I need to modify the definitions of a custom object component in the managed package which has become ...
- 141
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0
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331
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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 ...
- 422
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vote
2
answers
1k
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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 ...
- 867
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1
answer
310
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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 ...
- 1,519
1
vote
1
answer
152
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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 ...
- 2,827