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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6
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1answer
4k views

About the 10 custom objects limitation for community licenses

How is the limit applied? Example scenario: User with community profile has visibility to 10 custom objects, and one of those objects is generated by processing information stored on another ...
2
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0answers
48 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 ...
1
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2answers
604 views

Problem With Trigger Sending an Email for Partner Community User

I have an after update trigger on the Case object that calls a static class method to send a SingleEmailMessage to a user with the case details. That method is rendering a stored VisualForce email ...
0
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2answers
679 views

flow launched through a button inside the partner community

I built a flow to create a contract on an opportunity record. Then I put a button inside the opportunity page layout that launchs the flow. Now Our Partner community users can see the button , but ...
7
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1answer
3k views

programatically create Partner Community Accounts using Apex / API

Our sandbox is refreshed often. To re-create the portal environment on the sandbox entails number of manual steps. Details I have a seven test accounts and each account has exactly one contact. ...
0
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1answer
219 views

Manage package is not visible in partners.salesforce.com > publishing > Component Listings > Component > Select Package

I have build and uploaded unmanaged and managed package, now when I login to https://partners.salesforce.com click publishing > Component Listings > Component > Select Package I am able to see my ...
0
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1answer
1k views

Navigate menu on Napili - create sub objects

Is it possible to create sub object pages similar to sub topics on navigation menu in the Napili template?
4
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2answers
615 views

Domain name for a community

If I'm setting up a sandbox, when I select a domain should it be different than what I would like to use in my main org? Or will the domain I use in the sandbox be available to use in my main org when ...
0
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1answer
382 views

How to find partner role for account

Recently I enabled Partner Community for one of existing Accounts. As I noticed the new Role was created with the similar name of my Account - I assume this role can be used to share records with ...
2
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0answers
276 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 ...
13
votes
1answer
3k views

Role-based sharing rules for partner community users

When dealing with role-based record sharing in a Private sharing model, I often run into a scenario where managers should see their peers' records while their subordinates should not. It's simple ...
1
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0answers
869 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 ...
2
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2answers
1k views

Visual Flow Community user access

I have a custom button that launches a visual flow which I have modified to work in my Partner Community (called 'Partner Community'). The name of the flow is 'Resubmit_Lead' I am unsure as to why the ...
0
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1answer
317 views

Distributing a Visual flow to community user?

I have created a flow and i want to distribute it to Customer Community user. I know that i can embed the flow in a VF page and distribute it to the users but i have a limitation of not to use VF ...
0
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0answers
90 views

Community Global Header

I have created a custom community with custom home page using visulforce, but when i am trying to access community from sf global header its redirecting to standard page not the custom one that i have ...
4
votes
2answers
900 views

Return all records owned by Partner user in 1 SOQL query

I'd like to find out a way to query only Account records owned by a Partner user. If I try this SOQL query, I get an error: List<Account> allPartnerAccounts = [Select Id From Account WHERE ...
4
votes
2answers
1k views

Custom community error page to show “URL no longer exist”

I have created a custom community with and used custom vf pages. Here when i trying enter wrong URL its redirecting me to OOTB page with message "URL no longer exist" but i want it to be shown on ...
0
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2answers
95 views

how restrict access for object in communities

I have created a community where i need to restrict the access for Order object. I have created permission set and given "Order" object access : read and edit Also, selected permission set in ...
0
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0answers
71 views

How to restrict 2 portal users from seeing each others contact when they both belong to a same account in Salesforce

I have a situation where there are 2 portal users who belong to the same account and hence they are able to see each others contact information through their portal login. I do not want them to see ...
0
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0answers
97 views

Partner Community license assignment

I have following scenario and want to set up partner community license. Have profile Customer service rep. He has access to only Order object. i know we need to set Account as partner and then ...
1
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0answers
138 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 ...
2
votes
1answer
50 views

Custom object records transferring

I have "Insufficient Privileges" error once would like to change the records owner Under partner portal user. This user is the owner of the record and OWD for this object is Public Read/Write. I have ...
0
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1answer
134 views

Hide Accounts to Partner Users

Our OWD Setting is: Account, Contract and Asset - Public Read Only Opportunity - Private We have a sharing rule that enables Partner Users to view and edit internal opportunities. However, this ...
4
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1answer
1k 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
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0answers
22 views

Can I have more Community Licenses?

The project that I am working on, predicts to have more than 20 Partner Community Users, which is the maximum number of this kind of licenses, as you can see from the screenshot too. How can I obtain ...
1
vote
1answer
102 views

Partner and Customer community contact record visability

I have both Partner and Customer Community users. I have a Contact record owned by a Customer Community user which is not visible to the Partner user (which created this Contact) - an "Insufficient ...
3
votes
1answer
609 views

Partner Community Case Sharing

I want to expose the cases tab in an existing Partner Community. After exposing the Cases tab I am getting the insufficient privileges error when clicking on it. I am able to create a case as a ...
4
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2answers
5k views

Home page for community users

I have created a Vf page now i need to add the Vf page to the community user home page when I log into as community user i am getting a message that : https://partner360-developer-edition.na15.force....
0
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0answers
56 views

Assigning Contacts to Partner Community user

I have a Partner Community set up with Partner users created. I want to assign a contact to a partner user using a workflow but I can see this user in the field update wizard. I only see internal ...
1
vote
1answer
165 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 ...
0
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0answers
180 views

Partner Communities Users Setup

The accounts in SFDC are to be setup as partner accounts using the new Partner Communities. Some of the contacts in these accounts would be created as users of the partner communities. Now, it is ...
0
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1answer
80 views

Show reports tab on Salesforce1 app for a PartnerCommunity User

I'm trying to add report tab to the Salesforce1 app navigation menu for a PartnerCommunity user. Does anyone know if it's possible and how to do it?
2
votes
1answer
47 views

How do I add a group to my community?

I'm in the Napili template. When I try to add a page for Groups, I get an error message telling me that I have to have a group to access this component. But I don't see any place at all to create the ...
0
votes
1answer
34 views

Partner Account and Deploy

I have a developer account and would like to try AppExchnage. I registered in partners.salesforce.com five days ago and do not see any feedback. How can I call to SF support to remind about my ...
20
votes
2answers
12k views

Sharing access to partner community users based on record owner

Im trying to write what feels like it should be a simple Apex sharing rule but not having much luck. Basically I want partner users to be able to see all "customers" (custom object) owned by customer ...
2
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1answer
51 views

Registered Partnership Clarification

My company is considering becoming a registered partner. I noticed Salesforce requires at least 1 person to have 2 Salesforce certifications. Do these need to be completed before we apply for a ...
2
votes
1answer
181 views

Does apex:chart work for a partner portal/communities user?

I've seen a few posts on here to get dashboards displayed to portal users and things of that nature, but I'm looking specifically for whether or not this tag works for communities users. We've setup ...
3
votes
1answer
239 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
votes
0answers
383 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 (...
1
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0answers
294 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.
1
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0answers
297 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 ...
0
votes
0answers
314 views

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 ...
3
votes
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 ...
1
vote
0answers
261 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
vote
3answers
2k views

Allow Community Users to Accept cases from a Queue

I have communities set up in my salesforce org and I would like to grant access to our Partners to Accept cases from a queue. When the partner logs in, they can view the queue and access the cases ...
2
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0answers
60 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. ...
2
votes
1answer
90 views

Inter Community Chatter & User sharing

I am trying to build up a community design where I have multiple sets of users - lets call them CONSUMERS, ORGANISATIONS, PARTNERS, DISTRIBUTORS, PRODUCERS etc. and then we have the INTERNAL employees ...
1
vote
2answers
1k views

Are community users stored in salesforce as users or contacts?

I really apologize but I have these basic questions on how communities work: 1) Every user who is logging into communities are stored in Salesforce as User objects or Contact objects? 2) We have ...
4
votes
1answer
2k views

How to identify is loged in user is a community user or portal user

I have created a managed package, in which I am displaying Chatter feeds for the logged in user. I want this feed to be displayed only for community users, not for portal users, so I want to hide the ...
0
votes
1answer
1k views

Granting access to Product records for Partner Community user

Related to this question, but slightly different perspective... We have set up a Partner Community and inserted Product records. Product records do not have an owner, so you cannot manage the sharing ...