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.

Filter by
Sorted by
Tagged with
1
vote
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.
1
vote
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 ...
0
votes
0answers
268 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
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 ...
0
votes
1answer
452 views

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 ...
2
votes
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. ...
2
votes
1answer
86 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 ...
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 ...
3
votes
1answer
923 views

Use custom header in community and keep the global search box

For one of the projects out customer want to have a custom header in partner community, but it should show some info based on the user currently logged in. For that I can use VisualForce and inject it ...
7
votes
1answer
1k views

Is it Possible to Disable Feed and Topics for an Object Completely at Profile Level / Page LayOuts

I need to display Case object(Detail page) in Portal Page for External users, And i need to Hide the Feed(No More "Show feed / Hide feed ") completely. Is it possible to hide feed in case object ...
1
vote
1answer
516 views

Partner Community - Opportunity Data Not Displaying

I'm setting up a Partner Community (with VF pages) in my dev org , and I've run across a problem displaying opportunities on the community page. Basically, the community is set up so that a "client" (...
2
votes
1answer
454 views

Find duplicate lead for partner portal user

I have a requirement to add "Find Duplicates" standard button on Lead object records for partner portal user. I have the button on layout of other salesforce user but that button is not appearing on ...
7
votes
1answer
2k 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. ...
3
votes
2answers
4k 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?
1
vote
2answers
1k views

How to set up Chatter messages visibility?

We want to let community users send messages via Chatter to all users in the system BUT we don't what them to see conversations between other users. e.g. we have partnerA, partnerB and userA. ...
0
votes
1answer
783 views

As partner community user, Unable to access Dashboard as logged in user

Getting the following error message, when trying to access dashboard as logged in user, as a Partner community user The source report is based on a report type that is inaccessible to the dashboard's ...
2
votes
1answer
506 views

Can partner community user see forecast?

I have a partner community. I created users with the partner user license but I don't know if and how to allow them access to the Forecast tab. Is this at all possible? Where can I find documentation ...
2
votes
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 ...
2
votes
1answer
143 views

Product Access for Partner Community

Did anybody have experience with enabling Partner Community users with create/edit access for Product objects. I know you can't assign these permissions using the Partner Community Profile, but are ...
3
votes
2answers
2k views

Activity Sharing with a Community User

We have an Opportunity owned by a Community User. A normal user creates activities under the Opportunity. However, the community User is unable to view these activities. The OWD for Activity is ...
2
votes
1answer
48 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 ...
9
votes
3answers
4k views

Two factor authentication for Community Users

It looks like standard two factor authentication is not available for community users. Does anybody know a work-around for this?
1
vote
1answer
444 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 ...
4
votes
1answer
8k views

Exact differences between Partner Community License and Enterprise Edition

We are SI and ISV partners and I'm looking for an detailed feature comparison between regular Enterprise Edition Licenses and Partner Community Licenses. Best thing I found is this: https://help....
6
votes
3answers
3k views

Test Class - How to create a Partner Account

My need would be to create a Partner Account (that is: an Account with field isPartner set to true!) in test class, having checkbox PartnerAccount set to true, but I'm not having success with this ...
3
votes
2answers
723 views

Are sidebar Javascript workarounds also possible for partner portals / communities?

this solution not works on portal please help??? End of javascript sidebar workarounds?
0
votes
1answer
153 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 ...
0
votes
1answer
85 views

the impact of moving from Partner Portal to Partner Community

I have a requirement where we are moving from partner Portal to Partner Community could any let me know would there would be any impact with the changes for the existing partner portal users. Can I ...
0
votes
1answer
217 views

Home page Component

I have a query that can we add Videos In the Home page component ? In my web app i want to to add a video tutorial whenever a user registered in a community he can see a video tutorial in the home ...
0
votes
0answers
30 views

Managing Partners without the use of Communities

I have recently implemented Salesforce to our company and we would need to manage some of our partners. Ie. Allow Partners to update leads that are assigned to them through Salesforce. The Partner ...
0
votes
1answer
86 views

Community Nickname along with Number

Hi Guys, I know that Community Nickname is system generated fields and they automatically take values once user record is created. In case of Self registration user. I removed the ...
1
vote
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
vote
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 ...
3
votes
1answer
749 views

How to convert a Contact to Partner user through code?

I have been looking for a code snippet where I can convert a contact to partner user. Is there any inbuilt function for this . If not , i think , I have to create a user through code and then put ...
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 ...
3
votes
1answer
580 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 ...
0
votes
2answers
143 views

Chatter Email Sender Account Wrong for Only 1 User after Community Deployment to Production

we deployed a Partner Community the production org and now a single user is getting all their Chatter email notifications from the Partner Community email sender account instead of the standard ...
1
vote
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 ...
3
votes
1answer
186 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 ...
1
vote
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 ...
1
vote
0answers
587 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, ...
3
votes
1answer
657 views

Activating an Order from a Partner Community User

The functionality that I have to implement is quite simple. Partner Community User creates an order, adds product to the order and activates the order. I am able to achieve the first two without any ...
2
votes
2answers
3k views

changing communities domain name

Currently within the Salesforce Partner Community configuration settings I can find no way to change the domain name. However, if I change the brand/name of my company, how can I change my communities ...
4
votes
1answer
5k views

Communities / Partner Portal Issue. No Available Community error message

I have set up communities in my organisation. When I try and log into the community, by clicking on the 'Manager External User' button on a contact I receive an error stating 'No available community'. ...
4
votes
2answers
704 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 ...
2
votes
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 ...
1
vote
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 ...
10
votes
2answers
2k 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 ...