Questions tagged [partner]
The partner tag has no usage guidance.
103
questions
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1
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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 ...
- 481k
1
vote
3
answers
10k
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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 "...
- 1
0
votes
2
answers
2k
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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 ...
CommunityBot
- 1
5
votes
1
answer
2k
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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 ...
CommunityBot
- 1
2
votes
1
answer
3k
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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 ...
CommunityBot
- 1
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: ...
CommunityBot
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1
vote
1
answer
1k
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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 ...
CommunityBot
- 1
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 ...
CommunityBot
- 1
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 ...
- 16.1k
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49
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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 ...
- 685
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0
answers
18
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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 ...
- 1
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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, ...
- 128
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
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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
- 16.1k
1
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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 ...
- 3,150
1
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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 ...
- 149k
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
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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. ...
- 34.3k
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, ...
- 481k
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 ...
- 3,150
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 ...
- 2,505
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 --...
- 69
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 ...
- 37.3k
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 ...
CommunityBot
- 1
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",
"...
- 102k
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 ...
CommunityBot
- 1
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, ...
- 3,104
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, ...
- 15k
0
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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?
CommunityBot
- 1
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votes
1
answer
1k
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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
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1
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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.
...
- 3,443
0
votes
1
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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.
...
- 5,132
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 ...
- 34.3k
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 ...
- 92.1k
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 ...
- 1,046
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 ...
- 122
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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 ...
- 92.1k
5
votes
1
answer
347
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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 ...
- 22.9k
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 ?
- 5,093
0
votes
1
answer
400
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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?
- 30.3k
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 ...
- 3,856
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 ...
CommunityBot
- 1
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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 ...
- 21
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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 ...
- 2,192
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 ...
- 43
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 ...
- 2,192