Questions tagged [partner]

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17 views

Some question regarding salesforce partner program

If my company is already an ISV for salesforce do we need to create an additional account to be a consulting partner? If not from where in our partner profile we should apply for the consulting ...
1 vote
1 answer
34 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
30 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
1 answer
1k views

Cross reference works for ID but not for External Id

I am facing INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY while creating CaseComment object with external id CaseNumber for Case parent object. I am using the profile with "Partner Community" user ...
0 votes
1 answer
1k views

Set the first Partner added to an opportunity as "Primary" by default

Our Sales have to add Partner(s) for certain Opportunities. They do this within the Opportunity record, under the Partners section. When they do, the Partner needs to be marked as a “Primary ...
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
1 answer
2k views

gets “System.QueryException: Insufficient permissions: secure query included inaccessible field” error

We have a query that is executed by an “experience site/community” user. The user has “Partner Community” license and “Partner Community User” profile. This user executes code containing the following ...
0 votes
1 answer
529 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: ...
0 votes
1 answer
1k 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 ...
0 votes
0 answers
44 views

Salesforce Partner Community Trial Account

I've created a partner community account using the following link for free: https://partnersignup.salesforce.com/PartnerSignupTrial After signing up, I have got an Enterprise org and successfully ...
0 votes
0 answers
16 views

missing voicecall object as system admin of developer edition

the developer edition with dev-hub on is provided by my company which has signed on with Salesforce for its partner program. I need the voicecall object to complete the setup in this tutorial The ...
0 votes
0 answers
183 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 --...
9 votes
1 answer
916 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
819 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
140 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 ...
0 votes
3 answers
7k 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 "...
2 votes
2 answers
644 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", "...
28 votes
1 answer
600 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
95 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
35 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
14k 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
166 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
334 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
453 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
55 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
658 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
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/. ...
1 vote
1 answer
546 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
193 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 ...
1 vote
0 answers
939 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 ...
5 votes
1 answer
225 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
1k 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
307 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
27 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
11k 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
101 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
49 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
183 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
308 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 ...
0 votes
0 answers
28 views

How to see list of components to be updated when upgrading a package?

When we are upgrading a our managed package in an org, we can see a list of components that are being updated/changed. I have noticed that we can see a list of components that are being updated by ...
0 votes
1 answer
452 views

Block Users from Enabling a Partner Account if Record Type is not Customer

Trying to create a validation to check if a partner account enabled is of any other record type than a specific value. Validation: AND( OR( RecordType.Name <> 'Legal Entity' , RecordType....
6 votes
1 answer
641 views

Sign Up for an ISV Partner Account in the Partner Community

I am trying to sign-up to the Partner Community to get an ISV Partner Account I filled all the needed data But I am getting this error about my email Please correct the following error(s): ...
1 vote
3 answers
1k views

How to mock OpportunityPartner object in testmethods?

I want to write some tests to check a logic, related to OpportunityPartner object. The logic reads OpportunityPartner for Account, then reads it's Contacts. partners = [ SELECT OpportunityId, ...
4 votes
1 answer
723 views

Salesforce Partner Program for Consulting Partners

What is the cost for becoming a Salesforce Consulting Partner? Is the fee monthly, annual, etc? How long does the process take? Brief overview of the steps involved in the process and approximately ...
0 votes
1 answer
457 views

Platform Encryption Implications on Data Import/ Export

I read here that "You can’t use the Data Import Wizard to perform matching using master-detail relationships or update records that contain encrypted fields. You can use it to add new records, however....
0 votes
0 answers
508 views

Partner Community user not able to convert lead and create record

I encountering an error in CRM where user is not able to convert a lead or add any account. When I logged in on same account in IST its working and I am able to do same thing but when someone trying ...
0 votes
1 answer
68 views

How do I get a list of our partners?

I have very little experience with SF so am probably doing something very simple wrong. All I want is a list of our partners byt type. I've tried Reports>New Report>Accounts with Partners, set it to ...