Questions tagged [partner-portal]

Partner Portals allow you to empower your partners with your Salesforce data they have access to. Starting in Summer '13, this is now managed in communities.

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24 views

Create New Events from Partner Community User

I have created a partner community user and have added an Calendar component in the community. Now the community user will have the calendar component with New event button. But when I click the new ...
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13 views

Not able to view articles in community

I have a partner community and I have done below steps as per this video- https://www.youtube.com/watch?v=oKRFsKQCp8c&t=88s 1.Enabled Knowledge 2.Created FAQ record type for knowledge Created ...
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32 views

Salesforce email template access from Community

Previously when I had this EmailTemplate template=[select Id,subject,HtmlValue from EmailTemplate where DeveloperName='CS_New_Case_Notification_Assignment_Group']; query in a ...
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1answer
27 views

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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15 views

Post to chatter Using Process Builder : not working for New Portal users

I have been facing a issue that Post to chatter using a Process Builder is not working for few Portal users but works for Others Portal users , after some hit n trial i found that , for those users if ...
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14 views

Cost to post salesforce app on appexchange

We are developing an app to post it on the appexchange. We are posting first app on the app exchange. We want to post this app for free. What will be the cost/fee to post this app on the app ...
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1answer
29 views

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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15 views

Salesforce Portal page - Exposure to certain Profile

We have a VF page -Deal Registration that we want to expose to a certain Profile Portal User Distributor This page was initially not available for this profile to view. We now want to expose this ...
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1answer
125 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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1answer
219 views

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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180 views

com.sforce.soap.metadata.QuickActionLabel problem when deploying PartnerCommunity using METADATA API

I'm trying to deploy a Community Partner in a Partial-Copy ORG, using Metadata-API and I find these errors: Problem unmarahalling NewCommunityCase.quickAction. New Community CaseNot a valid ...
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37 views

Partner portal user unable to see notes created by Salesforce users on leads

Leads have been passed from Salesforce users to Partner portal user but Partner portal users with Partner community license are unable to see notes created by Salesforce users on the lead however ...
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2answers
38 views

Community User - Access to records

We are in the process of migrating our Portal to a Partner Community. Building a replica of what is in our Portal. We want to give our Distributors access to Leads that they have generated. Problem ...
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23 views

Users are not able to access the desktop view on the Mobile Devices/ Tablets for the community portal?

How can I give them Desktop view access to Partner"community" users in Tablet/Mobile devices Browsers. ex: need to show entire calender access in home page like desktop view and need to show ...
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1answer
36 views

How to remove dashboard item option from Community Portal

I was remove dashboard item like (recent ,creaed byme and all dashboard ..etc) it is possible or not. i follow community portal admin Navigation Menu --> add menuitem Menu Item please check below ...
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242 views

How to show Multi-User calendar view (Events/Tasks) to my partner Community users calendar home?

In my sandbox admin having access to see Multi-User calendars(events/tasks) in classic and Lightning. but in admin community not having access to see Multi-User calendar view, as well as Partner ...
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1answer
29 views

Partner Community Records Sharing

I have a custom object on which their is a look to Account. Now i want to show all records in Service Provider Community where Custom field Account is equals to service provider's Account. I am not ...
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1answer
827 views

sfdx scratch org Partner Community User license

On Our production Org we use Partner Community User license; Now, we are working on the migration to sfdx, and when creating scratch orgs, we don't have Partner Community license: Scratch org ...
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1answer
28 views

Need to restrict Parent account in Community user

Created Account "Test Acc" With contact " Test Cont" enabled the Account as partner and enabled the contact as Partner user. Logged in as community user "Test Cont" and viewed the Parent Account, I am ...
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1answer
19 views

How use custom validation on forget password in Partner Portal

i have requirement where we need to add custom validation when a partner user forgets password and clicks on forget password link, and partner will be asked to enter the username so that they will ...
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1answer
39 views

External user access [closed]

I have visualforce page created which accessible only if you login to salesforce. Sales agent fill the form/vf page, when it saved it required customer/contact/account to sign when driver visit them....
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2k views

Disabling auto bcc address population for send email from portal users

Currently, when our Portal users send any emails from Salesforce, they are automatically BCC on each email. While they are able to delete their email address out of the BCC field, we would like to ...
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1answer
239 views

How to hide this side bar Collapsible arrow in Case Detail Page for specific Profile(Portal Users)

How to hide this side bar Collapsible arrow(i.e no sidebar) in Case Detail Page for specific Profile(Portal Users). We have an option Enable Collapsible Sidebar , Show Custom Sidebar Components on ...
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2answers
574 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 ...
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1answer
55 views

Custom reports with Partner related fields in filters can't be run by portal user

When preparing reports for a portal user I find they are unable to run my custom "Account, Opportunity, and Partner" reports that reference a Partner field. When they try to open such a report they ...
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1answer
21 views

Why does the Partners website think that my Salesforce Dev org lacks packages?

I spent the last 3 months developing a managed package, as part of my developer organization. Then I went here: https://partners.salesforce.com/ I signed up and I got approved. Now I go here: ...
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55 views

Comunity user Case Read/Edit by accounts - parent account(Portal) Contacts

I have an account, and its contacts(Community Users) have a parent account(Partner Account), and its Contacts(Partner User). I want when a Community User creates a case it should be Read/Edit by its ...
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1answer
866 views

How to create Partner portal in salesforce?

How to create customer portal in salesforce? What is the difference between portal user and normal user in salesforce? Why customer portal user can't able to customize anything in salesforce?
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1answer
119 views

how to customize Partner Portal Homepage Components

I need to remove "recent items" from the Partner Portal homepage. Need to add a custom VF Page component on Portal homepage. Can anybody help me to achieve this. just basic step's would work ! ...
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2answers
48 views

How to enable access to our service using SSO login via Salesforce for Salesforce partners?

We have SSO login setup via Salesforce for our platform, using which any authorised Salesforce user can access our service. In order to achieve this, we send an AuthnRequest to the Http-Redirect url ...
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1answer
30 views

Regarding Users

What is the Difference Between Portal User,Partner User,Customer Community User,High Volume Standard Portal User,How to Login with the Different types Of Users ,why these Many types of Users Needed In ...
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1answer
91 views

Portal for users with no authentication

Is it possible to create a "contact us" public facing webpage that requires no authentication? I'd like to have the public-user go to a public page, fill out minor details, click Contact Us which ...
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1answer
371 views

Conditionally load Javascript library in Custom Button

I am facing an issue with a custom onclick-javascript button that is used in the Partner Portal, Console and in "regular" Salesforce. I have the following RequiredScripts in the button: {!...
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1answer
863 views

How to setup a Partner dev org?

I am enrolled as in the Partner program. How do I create a Partner dev org ? I know how to sign up for a normal dev org but unsure of setting up a Partner dev org. Also, how do I tell whether my org ...
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1answer
304 views

Self-Registration Communities

I enabled self-registration and am using a custom visualforce login page for my communities. How do i add a "Sign Up" or "Register" button on my custom vf login page?
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1answer
2k views

Is it possible to reactivate a deactivated user through apex?

we need to activate a deactivated portal user through apex code and also we've to reset password of that user after activating. Is it possible through apex code???
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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 ...
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2answers
963 views

Removing Search Box From Partner/Community Portal?

I want to remove the search box from the portal. After doing some research I found some useful guidance that this is possible using jquery. I tried to implement the jQuery in the Home Page components ...
2
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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. ...
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131 views

Meeting Request to Partner Portal Users

I am using the standard meeting request out-of-the-box solution of Salesforce to conduct meeting between internal users and partner users. Now, when a internal user creates a meeting request, an email ...
2
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1answer
722 views

Disabling Partner Community User Visibility

I want to prevent community users that belong to same partner account from seeing their peers. For example, there is an account ABC and there are 2 Community Users from this account as primary and the ...
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1answer
58 views

CreatedBy field inaccessible by partner portal user

I have an app that accesses the API. Both regular users and partner portal users can login to the app. I am doing a query through the API on a custom object but the CreatedBy field returns null when ...
2
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1answer
455 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 ...
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1answer
708 views

Pricing for customer portal and Partner portal users [closed]

I have a requirement such that there are lot of portal users. For this purpose I need to know the pricing details of customer portal and partner portal user licences.. I checked the below link but it ...
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2answers
72 views

Need help in understanding partner portal in this particular org

I am trying to understand how the partner portal setup is working in my organization. My sincere apologies if this question is inappropriate for this forum? Here is how the partner portal setup is ...
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1answer
36 views

Account change for Partner Records

I’ll need to have all SFDC Channel Partner Account Records and corresponding Channel Contacts assigned to Matthew McLarty. My question is how can I identify the channel partner accounts from the ...
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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 ...
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1answer
94 views

How do I create a PDE organization?

Previously I was able to login to the Salesforce Partner Portal using a @partnerforce.com login and then using the 'Create a test org' option in the quick links. How do I now accomplish the above?
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2answers
69 views

Salesforce Chatter

Can I use chatter to collaborate partners that are managing opportunity within a separate salesforce org? Also, please explain a scenario if you have come across one.
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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 ...