Questions tagged [partner]

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1 answer
37 views

Salesforce: App Exchange: OEM: We are OEM partner. Can we sell our app to Salesforce existing customer where they are using CRM functionality?

Salesforce: App Exchange: OEM: We are OEM partner. Can we sell our app to Salesforce existing customer where they are using CRM functionality? We have build product which does not required any ...
1 vote
3 answers
10k views

The source report is based on a report type that is inaccessible to the dashboard's running user

I have configured partner community. There is opportunity pipeline report configure for Community user. But when I open up the report in partner community by logging with community user. Report says "...
0 votes
2 answers
2k views

Users not Being able to Login to Partner community directly from their Salesforce Contact

I am having an issue in my Salesforce org. There was an existing Partner Community enabled in it, and for internal users, for whom the Partner Community user was created, we were able to log into the ...
5 votes
1 answer
2k views

How to share External Account, Contacts, Custom Object Records for Partner User in Communities

Is it possible to share the external Accounts to a Partner Enabled Account User(Partner Account -> Contact (Partner User)) ? The Scenario is something like this: I have Account, Opportunity etc. from ...
2 votes
1 answer
3k views

Give Edit access to Partner Community Login Profile user for their Partner

In application, account is private. In Salesforce, if account is enabled as a Partner account , then all the Partner user will get the read access to account by default. However, we have two profile ...
0 votes
0 answers
31 views

Can I as a customer of Salesforce choose my preferred partner or reseller to purchase licenses?

Is anybody aware of a restriction that Salesforce put on my to purchase my licenses. So, if my company is based in Europe can Salesforce forbid me to purchase my licenses via a SF partner or reseller ...
0 votes
1 answer
815 views

How to make a case comment as private in community?

SCenario1: whenever i add case comment and leave the make it public checkbox as unchecked, it created as public only. Is there any way to avoid it by configuration? user is a partner user. Scenario2: ...
1 vote
1 answer
1k views

Partner Community Custom Button & Missing Activity

I hope someone can help me with this as I have explored all options I am aware of. I have a custom app for quoting that we have used with no issues for years. Recently, we started a partner ...
0 votes
1 answer
2k views

Fetching the Partner User from the Partner Account

How can I query the user id/id's of the Partner User belonging to the Partner Account? Can you provide me with the approach/sample. I have a below query that fetches the id of the Partner Account ...
2 votes
1 answer
42 views

Which actions should be completed before a package can be moved to another devhub?

My client wasn't a Salesforce partner and delayed a decision to become Salesforce partner and push the package we built for them to AppExchange for three years, now they are ready, but Salesforce ...
0 votes
0 answers
49 views

Does "Partner Super User" allows user create cases where a contact will be some other user/contact?

According to https://help.salesforce.com/s/articleView?id=000383801&type=1 external users with Portal super user access can create cases for contacts other than themselves. They can also edit the ...
2 votes
0 answers
74 views

What differs between Checkmarx in Partner or Customer Security Portal?

I want to submit a package for security review, and Checkmarx in the Partner Security Portal has been unavailable for some time. At this point, I can either keep trying to resolve why it doesn't work ...
0 votes
0 answers
18 views

Partner Role Lateral Sharing___ Salesforce

Partner Role Lateral Sharing I'm wondering if there is a way for two users with the same partner manager role within an account to be able to see and edit each others records, without the need for ...
0 votes
1 answer
35 views

How do I write a soql child query using the new partner object

I need to pull from a custom object and where account (look up field) where partner (child object) role = x Original query: select id, account from customobject My thought for the partner: select id, ...
1 vote
1 answer
102 views

Anyone Aware of a Way to Identify OEM vs ISV Applications on AppExchange?

Looking for a way, which would have to be creative since none exist directly, to identify OEM apps on the AppExchange. We are one ourselves so I'd like to see which apps can be installed by non-...
-1 votes
1 answer
1k 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
1 vote
1 answer
242 views

Moving a Namespace from one org to another

We have a first-generation managed package that was authored on a Partner Developer Edition org created by a subcontractor. We have other Developer Edition orgs we created. One is a Dev Hub and we ...
1 vote
0 answers
58 views

Unable to create a new version of a 2GP package depending on an Ancestor

I want to create a new version of my package every time we try to do so we have the same errors: Account.XXXXX__c: The entity: Account does not have history tracking enabled Contact.XXXXX__c: The ...
1 vote
1 answer
2k views

How to redirect partner portal directly to Community Login Page with out Login into Partner Portal

How to redirect partner portal to Community portal Login page directly with out LogIn into partner Portal. Hi All, I have partner portal site url is like http://mycompanyname.dev.cs9.force.com/. ...
0 votes
1 answer
54 views

Can we distribute a package before sending it for the security code Review?

Basically, we are an ISV partner and want to deploy our App to the AppExchange for our customers. But due to the shortage of time for the security review, we're unable to upload it to the AppExchange. ...
1 vote
1 answer
117 views

What are the consequences of using 2GP but not distributing via the AppExchange?

I'd like to create a managed package to release to customers. Salesforce promote 2GP as the way forward for greenfield projects like this. However, I'm not interested in signing up as an ISV partner, ...
1 vote
1 answer
145 views

How to contact Partner Support after the account is expired

I am trying to reach out the Salesforce partner support to reactivate my account. But, my partner account was expired. I've searched and read so many articles and they say the only way to contact ...
0 votes
1 answer
160 views

Create custom object using Partner wsdl which has a parent ID (SOAP API)

When creating a new record using the partner wsdl SOAP API how do I add the parent id to the generic sObject. We have a parent record of Account__c and child records of Store_Visit__c My attempted ...
1 vote
0 answers
547 views

Setting up service cloud voice but getting errors following the guide on creating a package (if installed, supposed to create contact center)

the guide is here: I am getting the following error when following this step: Create a Package Version sfdx force:package:version:create --package "<Package Name>" --codecoverage --...
11 votes
1 answer
1k views

Should DX Unlocked packages be used for app distribution to customers

Unlocked Packages are just the perfect compromise for everybody working with Salesforce code that he is delivering (for money) to a customer (or two). Managed packages are too much overhead (become a ...
2 votes
1 answer
1k views

Enable partner user to be 'manager' of another partner user

I am currently using Communities and I am trying to add a partner manager as the 'manager' of another partner user's, user record in Salesforce, using the lookup manager field. I cannot see any ...
0 votes
1 answer
286 views

Convert lead com.sforce.ws.ConnectionException error

I have been using SOAP API(v43.0) and patner wsdl(v43.0) for converting leads. It was working fine till sometime. But recently it started failing with com.sforce.ws.ConnectionException. And this is ...
2 votes
2 answers
763 views

Unable to deploy metadata from Partner Developer scratch org because of extra fields

As I hoped for higher limits I created my scratch org as a "Partner Developer" org. { "orgName":"myns", "edition":"Partner Developer", "features":[ "CascadeDelete", "DebugApex", "...
26 votes
1 answer
745 views

Why new Developer Orgs spun with Environment Hub now have Status=Trial and do expire? I while ago it was Status=Free without expiration

Today I had to spin some new DE orgs via the Environment Hub. I've done this often before and I thought to know the process. But I was shocked after taken a closer look on the orgs, which have been ...
1 vote
2 answers
2k views

a formula field displaying an image is not working in partner community sf1, but is fine on sf desktop

a formula field displaying an image works fine in internal org and partner community salesforce desktop, but it does not on sf1 in partner community formula IMAGE(Photo__c, "Photo Unvailable", 200, ...
1 vote
1 answer
164 views

add error from trigger when enabling partner user from contact

Is there is a way to stop / add error from contact trigger when a user try to create a partner user from contact ? I would like to add error in case certain field say firstname is missing on contact, ...
0 votes
0 answers
185 views

I can not see partner user option when i create user

We are have a new guy in a company and i wanna create salesforce partner account for him, i checked i have a remaining licence for partner account. But when i want to create partner account i cant ...
2 votes
1 answer
15k views

Difference between ISV and system integrator partner type?

When you register as a partner, Partner type is asked by the Salesforce. What is the difference between the two?
0 votes
1 answer
1k views

Not receiving welcome emails on creating a new partner user

I am not receiving the welcome emails on creating new partner user. Any idea what can be the issue with it? I received for my other two orgs but just for one org I am not getting emails.
0 votes
1 answer
302 views

Internal user or community user for partners?

In the current project I am working on, I found that client has created internal users for partner and any partner can directly login to salesforce org and has access to almost every object and data. ...
0 votes
1 answer
568 views

How to show community articles to users based on custom field in user object?

I have few articles in my salesforce community.There are four standard visibility settings in knowledge object for articles:- Visible in Internal app. Visible to Customer. Visible to Partner. ...
0 votes
1 answer
682 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 ...
0 votes
1 answer
90 views

Contact from Partner User are hidden from Partner Executives

Here's my setup I create a new Dev Org. I did made Contacts Private internally and externally. I went in the Community Settings and set Number of partner roles to 3 I enabled Partner Relationship ...
0 votes
0 answers
990 views

How can I display account hierarchy from community (customer account portal)?

I launch a community with the customer account portal template. The account hierarchy is launched in Salesforce. But when I switch to the community, I don't see the account hierarchy, and the button ...
1 vote
1 answer
894 views

Role hierarchy not having Partner Manager and Partner Executive Role

I created a user by convert lead to contact and then enabling the partner account and enabling the partner user. I was able to create the user but when I edit the user to select a different role I ...
0 votes
0 answers
218 views

Salesforce FullForce Solution

Do you by any chance know what are the criteria that are taken in consideration to certify a Salesforce FullForce Solution? And what are the steps that should be followed in certifying a Salesforce ...
5 votes
1 answer
347 views

Partner object - workbench says it's triggerable - but it's not

I need to create a trigger on the OpportunityPartner object. I know it's not triggerable. However, looking with workbench on the 'Partner' object, it's triggerable attribute is 'True' Is that a ...
1 vote
2 answers
3k views

How can I get access of environment Hub?

Do we need to build managed package first or We have to develop package on org generated by environment hub ? Does environment hub will be available after security review ?
0 votes
1 answer
400 views

Today's event component on partner community page

I am trying to include the Standard component to show today's events on partner community home page [Partner Central Template]. Is it possible to get that?
0 votes
1 answer
28 views

External users inputing into the Org

We use appraisers to appraise real estate for us. We would like to have them login to our Org and create new appraisal records. They would be able to see a record which is a custom object which ...
14 votes
1 answer
12k views

Salesforce Partner Cost

I can understand the difference between ISV and OEM but can anyone Explain exact steps to become ISV/OEM partner. Also I would like to have clarification on some issues. Please help me with following ...
0 votes
1 answer
219 views

Allow internal users to edit partner users' calendar events that they (internal) created

We have internal users that create calendar events for our partner users. When they do that, they assign the event to the partner user. Apparently, one of my internal users claim that she used to be ...
1 vote
0 answers
58 views

How to update profiles as part of push upgrades?

We currently have a managed package that can be installed in customer orgs using a link. Upon installation, the customers have the option to choose what profiles in the org map to what profile in the ...
0 votes
1 answer
241 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 ...
3 votes
0 answers
393 views

Granting Login Access via Licence Management App by Users

We are an ISV partner and our customers use our package 24/5 on for a mission critical purpose. We are using LMA to support them using "Grant Login Access" feature. The problem we are dealing with is ...