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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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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 ...
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0 answers
19 views

Salesforce SSO is causing login issues to partner portal users

We've implemented SSO in our org and we also disabled the login using login.salesforce.com because of which partner portal users are not able to login to the portal but when we allow people to login ...
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-1 votes
1 answer
42 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?
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0 votes
1 answer
45 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 ...
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  • 13.2k
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0 answers
18 views

Not able to change the owner in community

My objective is to transfer the record ownership from partner user to internal user (System Admin) from community portal. I have placed a custom LWC in the record detail page in which I have a custom ...
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  • 29
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15 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 ...
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0 answers
21 views

Can we add Engagement History component into Experience CLoud

Has anyone configured Partner Community sites with Engagement History Component? I don't see a way to add but wanted to make sure that am not missing any setting.
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  • 367
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0 answers
20 views

Can we allow Manual Sharing for partner users?

I setup the partner community in my Organization. Our partners want to share records manually with other partner users in partner community. But there is no option available for users to share record ...
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1 vote
1 answer
112 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 ...
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2 votes
1 answer
266 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
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0 votes
1 answer
34 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 ...
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  • 197
1 vote
0 answers
64 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....
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  • 21
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1 answer
21 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 ...
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  • 3
1 vote
1 answer
710 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 ...
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0 votes
0 answers
71 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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  • 497
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1 answer
755 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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0 votes
1 answer
404 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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0 votes
1 answer
34 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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1 vote
1 answer
698 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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  • 187
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1 answer
1k 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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  • 97
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0 answers
210 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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  • 141
0 votes
2 answers
626 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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0 votes
0 answers
47 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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0 votes
1 answer
102 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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1 vote
1 answer
43 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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  • 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 ...
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  • 147
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1 answer
54 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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0 votes
1 answer
23 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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0 votes
1 answer
61 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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1 vote
1 answer
8k 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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0 votes
1 answer
356 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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  • 125
1 vote
2 answers
2k 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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0 votes
1 answer
163 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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2 votes
1 answer
27 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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  • 864
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0 answers
69 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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  • 121
0 votes
1 answer
161 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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2 votes
2 answers
64 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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0 votes
1 answer
37 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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4 votes
1 answer
101 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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  • 1,580
1 vote
1 answer
423 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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  • 255
2 votes
1 answer
2k 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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  • 131
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1 answer
338 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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4 votes
1 answer
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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  • 41
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 ...
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0 votes
2 answers
4k 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 ...
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2 votes
0 answers
86 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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  • 255
1 vote
0 answers
145 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 ...
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2 votes
1 answer
1k 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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  • 21
1 vote
1 answer
115 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 ...
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  • 518
2 votes
1 answer
587 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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