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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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Partner User Delegated External User Administrator can't activate/deactivate/edit Members

I'm facing an issue with a community user (who has the Partner Executive role in the Account hierarchy), that has the Delegated External User Administrator permission assigned to it. This user is ...
blanco17's user avatar
-1 votes
1 answer
22 views

Any Ideas on Ways How to Publish Data from Salesforce for External Users?

I try to determine the pros and cons of using Experience Cloud, various CMS solutions, or building custom websites for representing Salesforce data for public use. The idea is to build a portal for ...
Anzhelika Serhiienko's user avatar
2 votes
1 answer
510 views

Do we have to pay $999 fee payment for any subsequent attempts of managed package security review on partner portal?

We submitted our Salesforce application (managed package) for Salesforce Security review, using the Partner Portal account(as we need to list the application on Salesforce AppExchange) and were ...
Kapil Saini's user avatar
1 vote
0 answers
85 views

SOQL returns nickname instead of User.Name for partner user

I've a following SOQL query which returns name for regular users. SELECT Name,Title,Email FROM User But it returns nickname for the partner users. I've made sure to turn off the "Show nicknames&...
Jayakrishnan's user avatar
0 votes
0 answers
55 views

Can I and how to delete a listing (packages) from my salesforce ISV partner account

I have some Listings in my Partner's Console that I want to hide/delete as they are not complete and they are unused. Can I do something about it?
Искрен Станиславов's user avatar
-1 votes
1 answer
100 views

Why Salesforce Partner User's Role Shows an Id instead of the account name?

When I created the user, the Role was displaying the Parnert Account's name + the role hierarchy, but now it shows the account ID Does anyone know how to change it back to show the account name ...
Gerardo Elisiel Martinez's user avatar
1 vote
1 answer
515 views

AppExchange Security Review Requiring Fee Submission for FREE Listing Solution

Hope you are having a great day. We have developed an AppExchange solution to be listed. The solution's pricing model is set to free and the listing is submitted for approval. I have completed ...
Asadullah Shaikh's user avatar
0 votes
2 answers
143 views

New Partner Console: Update Sec Review documents for new version

I recently published a brand new Managed Package to the AppExchange. I passed Security Review as well. Now a few weeks later, I made some enhancements to my app, which also changed the documents that ...
Robert Sösemann's user avatar
-1 votes
1 answer
761 views

Redirect to portal home page on button click

I have a button on my portal which basically runs a screen flow. I want to redirect the user to the home page after the screen flow is finished.
Apoorva's user avatar
  • 96
-1 votes
1 answer
2k views

Partner Community Login Issues

I don't understand, why can't I login to partner community? I used to login without issues. The loading spinner is shown, and I can see some JS errors in Javascript console
Patlatus's user avatar
  • 17.1k
0 votes
0 answers
788 views

This error occurred: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY: You do not have the necessary permissions to disable this portal user

I am trying to disable a customer portal user from partner community and I am getting the below error: You do not have the necessary permissions to disable this portal user. I have created a flow ...
Grace's user avatar
  • 5
2 votes
0 answers
326 views

Unable to render a Visualforce page during a login flow

I want to render a pdf so the partner user during the login flow, before he can access the partner site, can preview the information that he fulfilled in the previous screens. The pdf is generated ...
Wiidialga18's user avatar
1 vote
0 answers
166 views

Access to Security Portal (Scanner) when building 2GP

I work as a PDO partner for a customer who wants to have an app on App Exchange. We develop a 2GP package, where Dev Hub is located in the customer PBO, which is linked as an organization to App ...
Anna Walach's user avatar
0 votes
1 answer
416 views

Login & Registration Tab missing in Build Your Own( LWR)

I am not getting Login & Registration Tab on the Administration setup page. As per portal documentation, it should be there. My community is already activated and published as well. I have opted ...
Dhanik Lal Sahni's user avatar
0 votes
1 answer
2k views

Remove Footer and content footer from page structure from community [closed]

Can we remove footer, content footer section from page structure of perticular community page?
Priyanka R's user avatar
0 votes
1 answer
415 views

Why newly released package version is not available in Partner Security Portal scanner?

We have released a new minor 2GMP release version and try to check it for Security and Quality rules in Partner Security Portal scanner, but the new version doesn't show up in the picklist for Select ...
Patlatus's user avatar
  • 17.1k
0 votes
0 answers
784 views

Change Owner of Accounts Created by Portal Users

Recently we've been getting the error message that "you cannot create a Customer Portal user associated with an account owned by a Partner user". As I understand this, it is a limitation ...
BranHolm's user avatar
1 vote
1 answer
731 views

Cannot enable Digital Experience

I have come across a very strange error while trying to enable Digital Experience. I access Digital Experiences > Settings, check Enable Digital Experiences and type an available domain name, but I ...
sfentrydev's user avatar
2 votes
1 answer
1k views

Preventing downloading files from Community for particular users

Recommend please some way, how to implement preventing downloading files from Partner Portal for particular users? For these users, files must be VIEW ONLY without any ability to download them
Volodymyr S's user avatar
0 votes
1 answer
124 views

Used license field is not getting updated in LMA

I want to track the used licenses in LMA and I believe that is handled by LMA itself. But somehow my Used Licenses field is not getting updated in LMA. Now, as per Salesforce documentation this field ...
Hunt's user avatar
  • 245
1 vote
0 answers
216 views

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....
Sam's user avatar
  • 31
0 votes
1 answer
43 views

Possible to rename "sales" and "customers" into "remedy" and "patient"?

I am interested in using Salesforce (or something like it) to help identify what a patient needs and solve them using holistic tools and techniques. In order to effectively do this, I want to remove ...
CMEdge's user avatar
  • 3
1 vote
1 answer
1k views

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 ...
Bilal Malik's user avatar
0 votes
0 answers
471 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 ...
mvk1991's user avatar
  • 555
0 votes
1 answer
2k 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 ...
Priyankur Choudhury's user avatar
0 votes
1 answer
769 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 ...
user193116's user avatar
0 votes
1 answer
41 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 ...
Archana Jaladi's user avatar
1 vote
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 ...
Kanikala's user avatar
  • 197
0 votes
1 answer
2k 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 ...
P P's user avatar
  • 107
0 votes
0 answers
557 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 ...
user30768's user avatar
  • 151
0 votes
2 answers
1k 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 ...
Quango Bruce's user avatar
0 votes
0 answers
79 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 ...
Roman's YARD's user avatar
0 votes
1 answer
258 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 ...
Test userADG23's user avatar
1 vote
1 answer
78 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 ...
Coder's user avatar
  • 377
3 votes
2 answers
2k 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 company ...
abdel's user avatar
  • 147
0 votes
1 answer
156 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 ...
Satheesh's user avatar
0 votes
1 answer
28 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 ...
user3576180's user avatar
0 votes
1 answer
67 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....
Fayyaz A Mian's user avatar
1 vote
1 answer
12k 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 ...
Shobhit Saxena's user avatar
0 votes
1 answer
465 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 ...
Sathish's user avatar
  • 125
1 vote
2 answers
4k 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 ...
Łukasz Kojzar's user avatar
0 votes
1 answer
259 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 ...
Joe Stevens's user avatar
2 votes
1 answer
32 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: ...
LRK9's user avatar
  • 854
0 votes
0 answers
110 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 ...
user8310's user avatar
  • 121
0 votes
1 answer
225 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 ! ...
Chirag Verma's user avatar
2 votes
2 answers
113 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 ...
Ashish Goel's user avatar
0 votes
1 answer
39 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 ...
user avatar
4 votes
1 answer
117 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 ...
tjcinnamon's user avatar
  • 1,620
1 vote
1 answer
468 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: {!...
erikduvet's user avatar
  • 265
3 votes
1 answer
3k 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 ...
Tickle Me's user avatar
  • 141