Questions tagged [partner]

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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 ...
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4 votes
0 answers
98 views

Lifetime of Pre-Release Orgs for Partners to test APEX and Managed Packages?

We have some pre-release orgs on the gs0 pod. All of them are Developer Editions. I noticed that one of them I've spun in 2014 is still available, while an other one I've spun around 2015 is gone. We ...
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3 votes
0 answers
309 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 ...
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  • 2,172
3 votes
0 answers
307 views

Sign Up form success page not redirecting

I have a custom sign up form which used to work perfectly until last weekend. Now, after it hits success, the success page is not being fired. That's the URL I get https://www.salesforce.com/...
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2 votes
0 answers
55 views

What is the most effective tool to monitor customer usage of managed packages?

We are an ISV partner and have managed packages that our customers are using actively. We want to know some statistics on usage of our pages/components. We have installed the usage metrics app ...
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  • 2,172
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 ...
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  • 2,787
2 votes
0 answers
671 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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  • 21
2 votes
0 answers
286 views

Not able to send Partner Users "Thanks Badge " - new Chatter Feature

I am trying to send to "thanks badge" to a Partner Community member, but when I type the Partner User name in the 'Name of the person to send' It doesn't able to search the Partner User. Also When I ...
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2 votes
0 answers
72 views

Spring 14 Login issue using partner wsdl

I have approval process where users will approve records only through email. Once Users approved automatically pdf will be generated. Since there is a restriction in create pdf from Trigger or future ...
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  • 1,225
2 votes
1 answer
7k views

INVALID_SESSION_ID: Invalid Session ID found in SessionHeader: Illegal Session

I am integrating salesforce in my asp.net application. I am using partner WSDL from my account lets say I am having a developer account XYZ@gmail.com and I have downloaded partner WSDl from that ...
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1 vote
1 answer
36 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 ...
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  • 1,303
1 vote
0 answers
946 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 ...
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  • 33
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 ...
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  • 2,172
1 vote
0 answers
307 views

Partner Community Templates

When setting up a Partner Community, do you have to use the Aloha template with the standard SFDC UI or are their other templates? Kokua, KOA, Napili, all seem to be specific to Customer Communities.
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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 ...
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1 vote
0 answers
628 views

Validation rule fires - not sure why

I have a validation rule on an accounts' field AND (ISBLANK(Bill_To_Account__c),ISPICKVAL( Owner.UserType ,"PowerPartner")) That checks for the 'Bill_To_account__c' to have a value, if the accounts' ...
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  • 5,461
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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 ...
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0 votes
1 answer
31 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 ...
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0 votes
0 answers
46 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 ...
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  • 353
0 votes
1 answer
3k 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 ...
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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 ...
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0 votes
0 answers
190 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 --...
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0 votes
0 answers
36 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 ...
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0 votes
1 answer
167 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. ...
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0 votes
1 answer
338 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. ...
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0 votes
1 answer
535 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: ...
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  • 1
0 votes
0 answers
667 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 ...
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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 ...
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0 votes
1 answer
309 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?
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  • 377
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 ...
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  • 2,172
0 votes
1 answer
453 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....
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0 votes
0 answers
511 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 ...
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0 votes
0 answers
19 views

No Users with granted login under subscribers in Licence Management App

We have users that have granted us login access. However, we do not see their names under their subscribed org in LMA. What could be causing this? Package, package version, subscribers look correct ...
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  • 2,172
0 votes
1 answer
29 views

How to identify if a new component is being added to a managed package upo upload

We have a very large managed package that depends on other packages. Every time we want to upload the package we want to make sure that no unnecessary new components are added. As far as I know, the ...
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  • 2,172
0 votes
1 answer
184 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 ...
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0 votes
1 answer
47 views

How to replicate Partners in Force.com app

I want to replicate part of the 'Partner" functionality in my app. I have accounts and I want to tie them to their lender. In this case Lender is a replacement for partner. I want the Lender ...
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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 ...
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  • 23
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 ...
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  • 11