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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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"...
5
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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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227 views

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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111 views

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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0answers
260 views

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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0answers
1k views

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 ...
3
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1answer
184 views

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 ...
2
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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 ...
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0answers
21 views

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 ...
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0answers
77 views

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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0answers
33 views

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 ...
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0answers
315 views

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 (...
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0answers
56 views

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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0answers
675 views

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 ...
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0answers
272 views

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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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: ...
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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 ...
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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. ...
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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?
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1answer
29 views

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....
1
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1answer
286 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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0answers
20 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?
1
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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 ...
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0answers
241 views

How to show Multi-User calendar view (Events/Tasks) to my partner Community users calendar home?

In my sandbox admin having access to see Multi-User calendars(events/tasks) in classic and Lightning. but in admin community not having access to see Multi-User calendar view, as well as Partner ...
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0answers
18 views

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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0answers
86 views

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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1answer
30 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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0answers
63 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. ...
1
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1answer
38 views

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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0answers
249 views

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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0answers
786 views

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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0answers
126 views

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 ...
1
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1answer
155 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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0answers
293 views

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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0answers
292 views

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 ...
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0answers
247 views

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 ...
1
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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 ...
1
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1answer
231 views

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
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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 ...
1
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1answer
51 views

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 ...
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0answers
89 views

Query the Partner Community Account via SOQL

I was updating test classes in our org to get more code coverage and stumbled upon all those obviously being for our partner community. Now there is this SiteRegisterController, which the Salesforce ...
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0answers
586 views

How can I restrict access to Accounts in partner community?

I have a community and have added Partner community users to it. Accounts is set to private and I have one sharing rule that shares accounts with All Internal Users. When I login with a partner user, ...
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0answers
413 views

How specifically does one configure a reverse proxy for a custom branded login URL?

We are trying to launch MyDomain.example.com instead of mydomain.force.com for our partner community. I've gleaned that reverse proxy is the only workaround to make this happen and was able to get an ...
0
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1answer
27 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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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 ...
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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 ...
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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
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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
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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 ...
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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 ...