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 ...
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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 ...
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2
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Hiding certain opportunity stages from partners - how?
I have a request from sales, to hide certain opportunity stages from our partners (using partner portal and partner portal licenses)
The idea is that the last stage that the partner will see is : PO ...
CommunityBot
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2
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1
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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 ...
CommunityBot
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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 ...
- 1,791
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78
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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&...
- 111
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49
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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?
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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 ...
- 3,463
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476
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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 ...
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2
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135
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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 ...
- 5,140
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714
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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.
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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
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753
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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 ...
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answers
312
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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 ...
- 161
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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 ...
- 91
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403
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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 ...
- 1,958
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2k
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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?
- 4,013
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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 ...
- 16.7k
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728
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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 ...
- 21
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1
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695
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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 ...
- 367
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1k
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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
- 7,664
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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 ...
- 14k
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0
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214
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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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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 ...
- 491k
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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 ...
- 91.2k
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2k
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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 ...
CommunityBot
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454
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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 ...
- 545
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2k
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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 ...
- 71.4k
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745
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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 ...
- 36.2k
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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 ...
- 7,566
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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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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 ...
CommunityBot
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2k
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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 ...
- 30.6k
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Difference between Self-Service, Customer, and Partner portals?
I'm trying to create a portal that replicates the function of login.salesforce.com, I want it on my domain at salesforce..com. I figured other than a redirect that salesforce may have some nifty way ...
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547
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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 ...
- 151
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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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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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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 ...
- 30.6k
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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 ...
- 9,491
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3
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11k
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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?
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156
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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 ...
- 29.5k
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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 ...
- 36k
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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....
- 20.1k
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Enable Partner User Button Apex
So i've been looking around on the communities documentation, and I haven't found anything on this button and Apex. I'm trying to select the 'Manage External User's' and 'Enable as Partner' in an Apex ...
- 1,175
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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 ...
- 24.1k
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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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Re-activate partner license - causes error
We de-activated a partner account.
Trying to re-activate the account, we get an error:
Error: Cannot activate a disabled portal user
Any one knows how to re-activate it?
*I don't want to ...
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2
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3k
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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 ...
CommunityBot
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2
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12k
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Unable to @mention Partner user on chatter feed by Salesforce Internal User
I have a usecase wherein a Partner user creates a Case which gets assigned to internal Salesforce user. The agent resolves the case and wanted to collaborate with the partner user with @mention tags ...
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Why does my org say "Trial Expired" when I try to log in and how do I fix it?
We have an org we use to do demos. When preparing for a demo this morning we discovered that the org had "expired" and we couldn't log in. We were instructed to call support who, after a lengthy wait, ...
