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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Migrate Chatter: Classic Partner Community to Lightning Customer Service template based Community

We have a Classic Partner Community that has Chatter Enabled and has a lot of posts over the past years. We are now trying to migrate our community to Lightning Template based Community (Customer ...
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37 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
38 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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18 views

List View Actions

I need to hide the list view actions on the mobile mode in my community. I already uncheck the "Show List Actions" at the keeps appearing. Can anybody help me?
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5k 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?
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2answers
979 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 ...
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1answer
1k views

Relationship Fields not Accessible on reports for Partner Community User

I am facing a weird issue with Custom salesforce report on Partner Community. Few of the fields which are otherwise accessible to the Partner user are not visible when the partner community user run ...
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1answer
281 views

manual sharing in partner community

I setup the partner community in my Organization. Our partners asked us the possibility to require the assistance of another partner on one opportunity. To fulfill this requirement I activated manual ...
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1answer
29 views

Salesforce will be helping “Registered” partners with leads

We are looking for Salesforce leads and planning to go for Salesforce partnership We can start with Registered partnership. We wanted to check whether Salesforce will be helping "Registered" partners ...
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1answer
312 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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1answer
36 views

Publish App exchange application with Scanning [duplicate]

I have created a Lightning component And Add in App Exchange my partner community. So I have passed my component in a security review. Now I can use SOURCE SCANNER for Apex class and visual force ...
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1answer
35 views

How to restrict your lighting component to display only in Internal (Employee) Community and not in Partner or Customer Communities?

How to restrict your lighting component to display only in Internal (Employee) Community and not in Partner or Customer Communities? Has anyone tried to do the above? Can you do it using Feature ...
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1answer
31 views

Set up sharing sets

The idea is that a community user will create an Opportunity. The opportunity will then be re-assigned to another community user for processing (this user does not belong to the previous account). I ...
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71 views

Partner Community - Partner Account Id

I have set up a Partner Community. One of the tiles I want to open the partner's own Account within my Salesforce. I set up Link Type = Community Page Page = Account Details URL = /account/{Account ...
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1answer
271 views

Not able to access Manage Link in Communities (community workspace)

I have checked the below link, all necessary permissions required for managing communities, everything is properly set (and I am an admin). However, whenever workspace is clicked it always takes me to ...
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1answer
2k views

How to log in as Partner Community user

I am system admin of the org where we have 3 partner community users. I just wanted to login as one of them and see what they generally see upon login. I have checked that my user (being an system ...
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122 views

How to get a Community User able to edit its own contact record inside the community?

I need provide Users under Community User Profile be able to edit their own Contact record, also Users with Partner Community Profile be able to edit their own contact and other Community Users ...
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1answer
51 views

Salesforce Implementation Partner [closed]

What is the cost for becoming a Salesforce implementing Partner and sales for authorized agency? How much is the Royalty and training cost etc? Brief overview of the steps involved in the process and ...
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1answer
99 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 ...
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1answer
180 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, ...
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42 views

Are Activities visible if related to records visible via Sharing Sets?

We have a Partner Community where Opportunities are shared via Sharing Sets. Users log activities against those sharing sets. Note that this isn't to do with the Public field on Activity. We've ...
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1answer
400 views

Bulk import / update data for Partner Community license users [closed]

Is there any way partner community users can bulk update the data back to salesforce? Please advise if there is any tool available that can help. More details - The partner users are the vendors that ...
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1answer
31 views

Can we restrict edit access of community /partner users?

I want to restrict edit access of community/partner portal users from internal user. I have disabled "Manage users" permission and its dependant permissions from internal user's profile, but still I ...
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1answer
25 views

Embed Community page in standard Salesforce page [closed]

Is it possible to embed Community page inside normal Salesforce page? I tried using iframes but they don't work because of Content Security Policy. The only workaround I found is to redirect the ...
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1answer
26 views

Can a Partner Community have multiple templates? [closed]

Hi I have a Partner Community with 20 users. Out of the 20users I am using 3 different roles and one profile. I want each role to see a different template. How would I go about doing this? Is this ...
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1answer
40 views

Share accounts by field value

I need to share account's (read access) based on a lookup on account. I have a community of partners in which I have two profiles, manager and promoter. All promoters should have read access at the ...
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121 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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1answer
128 views

Knowledge Articles Query Partner Community

I'm trying to query Knowledge Articles in our community, so I am not using standard layouts. (The query is in a lightning component.) But when I log in with a Partner Community Profile I get no ...
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1answer
45 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....
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1answer
621 views

Displaying custom objects in communities

Just need info about displaying the custom object in Salesforce Communities. Have added the custom profile in the Communities. I have created a custom profile by cloning the Customer Community ...
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3answers
773 views

There was an error in registering a user in site Charger_Community. The error message is: portal account owner must have a role

I am registering an account in renault community, but i am getting the following error message, even though the portal account owner has a role assigned. There was an error in registering a user in ...
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45 views

How to reference partner account info inside communities?

Is there anyway I can access or get reference to the partner account fields (or recordId) the partner user is associated with?  So what we want to do is, have a small section on the community page ...
2
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1answer
44 views

Shouldn't NetworkAffinity be insertable?

To simplify tests with community users, I am trying to configure the default community for a specific profile. Running this in Anonymous Apex, or trying to save my class containing the code: insert ...
2
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1answer
2k views

Community page is not loading in the community builder

EDIT: looked at the developer console and this is what I see: Refused to display 'https://xxxx-dev-ed.my.salesforce.com/?ec=302&startURL=%2Fsfsites%2Fl…OP%26siteId%3D0DM41000000GHYK%...
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38 views

I have created List custom button for student__c object classic and lightning working fine but not working partner community [duplicate]

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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29 views

Users are not able to access the desktop view on the Mobile Devices/ Tablets for the community portal?

How can I give them Desktop view access to Partner"community" users in Tablet/Mobile devices Browsers. ex: need to show entire calender access in home page like desktop view and need to show ...
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2answers
3k views

Why there is no OWD settings for Product Object

I was wondering why there is no OWD settings for Product Object. And as it was said that PriceBookEntry is a junction object for Products & ProductPortfolio then why there a OWD settings option ...
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298 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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2answers
203 views

Track user details and the pages accessed by him in Salesforce Communities

I am working on a POC where i need to capture the pages(standard and vf pages) that are frequently using by an community user. i am thinking the approach would be google analytics but i don't know it ...
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1answer
336 views

Set IsPartner flag to TRUE while uploading Partner Users using Data Loader

I know this might be silly question but I am trying to upload at least 500 Partner Accounts using data loader and want to enable all of them as a Partner Account. While I try to do using data loader, ...
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0answers
30 views

Sharing in Salesforce Community

I have a report based on a custom object X. X has a lookup to Account. The report is for Partner Community users. A commnunity user should only see the records of object X associated to the Account ...
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1answer
41 views

Maintenance Plan, Service territories object and Associated objects are not Visible

one of the my dev org shows "Enable Field Service Lightning" under Setup > Build > Customize > Field Service > Field Service Settings. my another org just have "Enable Work Orders". Is there something ...
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1answer
625 views

Inline Visualforce page is displayed as a link in Community, any idea why? and how to remove the link behavior?

We have below simple example visualforce page (to be used as inline VF page for Opportunity). <apex:page standardController="Opportunity" > This page doesn't have any content. </apex:...
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1answer
416 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
654 views

Community shows blank page when it's deactivated

My community is showing a blank page instead of down for maintainence page when it's been deactivated .I have set the InMaintainence page(the standard page not the custom) in Inactive Site Home Page ...
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0answers
23 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 ...
13
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2answers
7k views

Communities Sharing Rules with Partner level access

So Im a little confused about the best way to share content within a salesforce community. We have a number of custom objects with content owned by community members, and our hope is to create "...
3
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1answer
987 views

SSO: Enable Multiple Configs - considerations

In our Salesforce Org, our internal users sign on via Single Sign On in our Identity Provider, Okta. We are looking use Okta for our partner community users as well, and to do so, we need to add a ...
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0answers
97 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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1answer
159 views

send password link on self registeration

I have made a controller of self user registration . and while doing this what i am trying to make is that when ever user registered a password link should be sent on user email id ,just like when ...