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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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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3
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answers
187
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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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395
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Partner users can't see its customers custom object records
We have a Partner that has several customers that it supports. We have a custom object called Change. We also user the high-volume portal license for some of the customer users and the customer ...
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3
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689
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Mulilingual portal reset password notification email
I implemented the logic to reset a partner portal user password from a visualforce page. The form successfully resets the partner user's password and sends an email using this code in the ...
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2
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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 ...
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1
answer
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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 ...
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2
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answers
674
views
AppExchange partner linking error
I'm trying to connect my Salesforce partnership to my AppExchange profile so I can publish an app. When I visit https://appexchange.salesforce.com/publisherProfile# and then select the Change ...
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2
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154
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Article visibility in customer portal and partner portal
I read this while going through Knowledge implementation guide -
Customer Portal users inherit the role visibility of the manager on
the account.
Can anyone please explain this. I don't have ...
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2
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answers
446
views
Send email from case in partner portal
Currently in my configuration of partner portal the partner can see and update cases via their partner portal. They can read emails that are attached to the case (as a related list), however they ...
- 5,277
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answers
111
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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&...
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1
vote
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answers
177
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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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231
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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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1
vote
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206
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 ...
- 41
1
vote
0
answers
544
views
Salesforce API reset password not working for certain accounts
I have a Salesforce support cases self-service partner portal built using the Force.com PHP Toolkit. Everything is working fine with the portal except for certain users cannot use the "Forgot Password"...
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answers
50
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Not able to link partner portal account and AppExchange provider profile
I have developed application which I want to publish on AppExchange. Now, I registered on appExchange with developer account, and created partner portal account and Change Partnership on Publisher ...
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148
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Partner unable to send email from a case
I have a partner portal user that, although the page layout assigned to their profile and record type that they are using for the case contains the email section (which by the way on the page layout ...
- 5,277
1
vote
2
answers
941
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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 ...
- 5,630
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72
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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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866
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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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0
votes
1
answer
469
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 ...
- 1,998
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votes
1
answer
433
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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881
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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1
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141
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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 ...
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515
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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 ...
- 565
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1
answer
41
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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 ...
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answers
591
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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 ...
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81
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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votes
1
answer
161
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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 ...
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1
answer
33
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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 ...
- 18
0
votes
1
answer
475
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 ...
- 125
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266
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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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112
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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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1
answer
406
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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1
answer
184
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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95
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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 ...
- 543
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41
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Can I set the Hover on a link in partner portal?
I have users in the partner portal. They use the activity a lot. They want to be able to call up the hover feature when the hover over a link, such as account etc. Is this possible in the partner ...
- 5,277
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193
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Views not displaying properly in Partner Portal due to certain fields
We use an app called Click-to-Call. It adds a few fields that let you do things like dial a phone number using Skype with a click. We have some views set up that use it in our normal org and it works ...
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-1
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1
answer
51
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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 ...
-1
votes
1
answer
149
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 ...
-1
votes
1
answer
879
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.
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