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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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. ...
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Ideas on flipping edit on Partner communities/Customer communities
We have built partner community and customer community(community cloud) which show data from the same set of objects. To avoid overwriting each other's changes, I am seeking help on ideas on the ...
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Can i show more than 4 columns in a related list in partner community record screen?
I have a record detail page which has related lists in it. But my related list just shows 4 column in the community screens.
Do we have something similar to enhanced lists for community screens ?
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answer
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Create access denied for custom object for Community users
I am getting the following error on vfpage
Error: core.apexpages.exceptions.ApexPagesGenericException: system.security.NoAccessException: Create access denied for Shipment_Quantities__c, controller ...
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587
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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 ...
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1
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427
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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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1
answer
53
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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 ...
1
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1
answer
61
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"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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697
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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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1
answer
205
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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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431
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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
2
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answer
3k
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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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answer
2k
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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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1
answer
240
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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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0
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195
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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....
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2
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506
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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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2k
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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1
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1k
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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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1
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3k
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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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2
answers
5k
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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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2
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2k
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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 ...
0
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1
answer
302
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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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680
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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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1k
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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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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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0
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583
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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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1
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240
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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 ...
- 131
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388
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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1
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82
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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1
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241
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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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1
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250
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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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1
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1k
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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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682
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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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2
answers
1k
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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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664
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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1
answer
2k
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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41
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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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1
answer
53
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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2
votes
1
answer
93
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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1
answer
124
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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0
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352
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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1
answer
1k
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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729
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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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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909
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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 ...
- 282
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2
answers
2k
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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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174
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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1
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2k
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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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674
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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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1
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95
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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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