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.
274
questions
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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"...
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1
vote
1
answer
104
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 ...
- 11
1
vote
0
answers
91
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.
...
- 12k
2
votes
2
answers
4k
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Send and Receive Email in Account,Lead,Opportunity,Quotes,Contact and maintain email loop
Is It possible to Send and Receive Email from Account,Lead,Opportunity,Quotes,Case in communities..
I am looking for a working solution for email component in lightning communities.
I need a custom ...
- 112
6
votes
1
answer
2k
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Release community, A site with those parameters is already in use
We have created a community in a sandbox and would like to release it using ANT or Change sets. But we are now getting an error: A site with those parameters is already in use.
I realize now that we ...
- 399
0
votes
1
answer
289
views
Lightning component in custom container component on community a page
I have create a simple lightning button component which can be placed on a community page. I would like to add multiple "buttons" in one container with a certain styling applied to it.
Is it possible ...
- 399
1
vote
1
answer
917
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:...
- 2,375
1
vote
1
answer
48
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 ...
- 127
0
votes
1
answer
339
views
Custom button in Partner Community
In Salesforce Partner Community I want to use a custom JavaScript button.
It has this code:
{!REQUIRESCRIPT("/xdomain/xdomain.js")}
{!REQUIRESCRIPT("/soap/ajax/26.0/connection.js")}
{!REQUIRESCRIPT(...
2
votes
2
answers
3k
views
Sharing rules not working on Partner Community Users
I have partner community enabled. I want to display Account, Contact and Opportunity records to the Community users only if they fulfill particular criteria.
What I've already done is as follows :
...
- 1,097
0
votes
0
answers
281
views
Assigning Audiences in Lightning Communities
I am attempting to assign an audience in a lightning community but whenever I attempt to make the page based on both a profile and a record type I get this message "Record type criteria for Audience ...
- 1,047
0
votes
2
answers
301
views
Different RetURL for Partner and Internal User
I have a custom code that I am inserting a Account and open the Standard Account screen as Edit. I would like after the Save button pressed, go to the Standard Account view screen.
So, I am using ...
- 1,038
0
votes
1
answer
353
views
Why does developer org say “Trial Expired” when I try to log in and how do I fix it?
I have a developer edition I use to develop app. It was working fine, today then I try to log in it says Trial Expired as far as I know developer edition does not expire. Is Request Partner Benefits ...
- 267
1
vote
1
answer
104
views
Don’t install the LMA in the Developer Edition org where you created a managed package
I have developed and uploaded managed package from my developer edition org. I have created listing in my partner account. I have set the price etc. To link my app in LMA I am following this link ...
- 267
2
votes
1
answer
4k
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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%...
- 6,844
1
vote
1
answer
514
views
Link in community user's chatter email redirects to incorrect login
We have many users under the partner community license that use chatter via a custom web page and mobile app. Chatter works as expected and email notifications are sent to the relevant users when ...
- 111
0
votes
1
answer
90
views
Timba not showing survey when partner user logged in
We are using Timba surveys and have followed the site setup guide. The survey shows up fine when not logged into the community. However, once a user logs in, they no longer have access to the survey. ...
- 1,037
0
votes
1
answer
273
views
One community or More than One Commmunity
We want to create a partner community to allow the partner to access and view cases and reports. However, the boarder expects that when the partner user access the community, he will see the logo of ...
- 199
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votes
1
answer
7k
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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 ...
- 12k
2
votes
0
answers
140
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 ...
- 1,229
3
votes
2
answers
453
views
Why does my partner community show up like Classic on SF1?
We have built a partner community using the Visualforce & Tabs template. We now want to find out if Salesforce1 is a viable option to perform certain actions our users want to do from a mobile ...
- 3,741
1
vote
2
answers
1k
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 ...
- 11
1
vote
1
answer
460
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 ...
- 267
4
votes
2
answers
737
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 ...
- 2,080
0
votes
1
answer
852
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 ...
- 1,229
3
votes
0
answers
424
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 ...
- 63
1
vote
0
answers
965
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 ...
- 41
0
votes
1
answer
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?
13
votes
1
answer
5k
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 ...
- 1,487
0
votes
0
answers
95
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 ...
- 257
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votes
1
answer
352
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 ...
- 131
1
vote
2
answers
3k
views
EmailMessage Status is not changed to "Read"
I have enabled email-to-case functionality and I have a user with Partner Community license. He works on Partner Portal. When he opens an e-mail through the Partner Portal its status is not updated to ...
- 183
4
votes
3
answers
2k
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 ...
- 257
0
votes
2
answers
231
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 ...
- 479
0
votes
0
answers
221
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 ...
- 151
0
votes
0
answers
123
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 ...
- 479
1
vote
0
answers
148
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 ...
- 11
2
votes
1
answer
59
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 ...
- 21
0
votes
1
answer
231
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 ...
- 93
1
vote
3
answers
2k
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 ...
- 435
3
votes
1
answer
478
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 ...
- 435
1
vote
1
answer
2k
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 ...
- 190
6
votes
1
answer
2k
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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0
answers
24
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 ...
- 934
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vote
1
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237
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 ...
- 4,967
0
votes
1
answer
1k
views
Not receiving welcome emails on creating a new partner user
I am not receiving the welcome emails on creating new partner user. Any idea what can be the issue with it? I received for my other two orgs but just for one org I am not getting emails.
- 137
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0
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77
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 ...
- 4,967
1
vote
1
answer
240
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 ...
- 412
0
votes
0
answers
233
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 ...
- 456
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votes
1
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83
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?
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