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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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 ...
Trish Perkins's user avatar
0 votes
1 answer
37 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 ...
Vladimir's user avatar
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2 answers
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Migrate from dev org to partner editon [closed]

How to migrate the triggers and classes and components created in developer edition to the partner org so we can make it into to package. The objective is to make it into a unmanaged package..please ...
Ganesh's user avatar
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1 vote
1 answer
4k views

Difference between Communities,Site.com studio,Force.com site and Community builder

I am really confused about the terms called communities,Site.com sites,Site.com studio,Force.com sites and community builder.If some one could please tell me what it's mean.When to site.com studio ? ...
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2 votes
1 answer
241 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 ...
zainogj's user avatar
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2 votes
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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 (...
Chris Aldridge's user avatar
1 vote
0 answers
312 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.
user3001's user avatar
1 vote
0 answers
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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 ...
smukov's user avatar
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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 ...
Magesh's user avatar
  • 131
3 votes
0 answers
2k 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 ...
Thibault Jacobs's user avatar
1 vote
0 answers
311 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 ...
user10286's user avatar
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1 vote
2 answers
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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 ...
Swapnil Kale's user avatar
3 votes
0 answers
154 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. ...
erikduvet's user avatar
  • 265
2 votes
1 answer
108 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 ...
Vipul Taylor's user avatar
2 votes
2 answers
2k 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 ...
javanoob's user avatar
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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 ...
Robin De Bondt's user avatar
3 votes
1 answer
1k 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 ...
Novarg's user avatar
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7 votes
1 answer
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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 ...
SFDC_Igle's user avatar
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1 vote
1 answer
1k 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" (...
djackiem's user avatar
  • 179
2 votes
1 answer
664 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 ...
Tabrez Ansari's user avatar
9 votes
1 answer
5k 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. ...
max's user avatar
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5 votes
3 answers
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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?
Jestilla Zetkin's user avatar
1 vote
2 answers
2k 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. ...
Jestilla Zetkin's user avatar
2 votes
1 answer
2k 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 ...
Abbas Ali Mir's user avatar
2 votes
1 answer
829 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 ...
Dedo's user avatar
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3 votes
2 answers
2k 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 ...
Clehan1's user avatar
  • 869
2 votes
1 answer
624 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 ...
zokito's user avatar
  • 672
3 votes
2 answers
4k 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 ...
RajeshShah's user avatar
  • 1,754
2 votes
1 answer
197 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 ...
Richie's user avatar
  • 21
12 votes
3 answers
10k 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?
Clehan1's user avatar
  • 869
2 votes
1 answer
963 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 ...
Clehan1's user avatar
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4 votes
1 answer
10k 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....
Uwe Heim's user avatar
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6 votes
3 answers
4k 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 ...
user avatar
3 votes
2 answers
778 views

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

this solution not works on portal please help??? End of javascript sidebar workarounds?
Krishnanand Gupta's user avatar
0 votes
1 answer
179 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 ...
Anurag Pareek's user avatar
0 votes
1 answer
90 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 ...
user6833's user avatar
  • 533
0 votes
1 answer
235 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 ...
Anurag Pareek's user avatar
0 votes
0 answers
31 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 ...
Clehan1's user avatar
  • 869
0 votes
1 answer
193 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 ...
Anurag Pareek's user avatar
1 vote
1 answer
310 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 ...
KaLi's user avatar
  • 1,499
2 votes
1 answer
3k 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 ...
amidstCloud's user avatar
  • 2,807
3 votes
1 answer
856 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 ...
amidstCloud's user avatar
  • 2,807
1 vote
3 answers
3k 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 ...
Clehan1's user avatar
  • 869
3 votes
1 answer
804 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 ...
Steve Petrofsky's user avatar
0 votes
2 answers
380 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 ...
HBW's user avatar
  • 1
1 vote
1 answer
126 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 ...
amidstCloud's user avatar
  • 2,807
3 votes
1 answer
521 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 ...
user10604's user avatar
1 vote
0 answers
97 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 ...
Roger Wicki's user avatar
1 vote
0 answers
669 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, ...
GMan's user avatar
  • 121
3 votes
1 answer
1k 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 ...
Sam's user avatar
  • 4,373