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Questions tagged [portal]

The tag has no usage guidance, but it has a tag wiki.

1
vote
1answer
170 views

Single Sign on in sandbox

I am attempting to configure single sign on in our org. We are using Azure DevOps as the provider. We need to test in our sandbox before we deploy this feature to production. We have single sign on ...
0
votes
1answer
24 views

I developed a portal using salesforce lightning. In Desktop view having lot of options, but Not in IPAD view. Why?

I developed a portal using salesforce lightning. In Desktop view having lot of options, but Not in IPAD view. Why? Can you please help me Please check the difference of IPAD View and Desktop View ...
1
vote
1answer
539 views

sfdx scratch org Partner Community User license

On Our production Org we use Partner Community User license; Now, we are working on the migration to sfdx, and when creating scratch orgs, we don't have Partner Community license: Scratch org ...
2
votes
1answer
331 views

Error thrown when calling User Interface API as community portal user

I am trying to call ui api from apex code with in a lightning component. String instance = System.URL.getSalesforceBaseURL().toExternalForm(); String restApi = instance + '/services/data/v42.0/ui-...
3
votes
1answer
133 views

Portal User can't see Contacts of Account they have access to

So we're building a Portal for users to create Orders (custom object). These orders will have an Account and Contact associated to them (which the portal user chooses). The problem we're ...
0
votes
1answer
109 views

Set 'feed item' in similarity to 'Email-To-Case' for 'web', 'portal', others originated cases

We have Email-To-Case configured, and once a case is created (case origin = email), the incoming EmailMessage is saved within the 'Case Description' field, and also create a 'feed item': This allows ...
2
votes
0answers
142 views

What is the inst parameter for ( in our case inst=0 )?

Here is our implementation of a JS custom button/link to take our internal users to their own customer portal. This link works for us. We have hacked at this for hours until we landed on the "right" ...
1
vote
2answers
450 views

Cannot query Contact records when runAs a Portal User in a test class

I have created a service which allows a portal user to query records based on some values set up on their own contact record. In my test scenario, I want to set up something similar, where I first ...
2
votes
1answer
46 views

How can I make a view to show a user cases which are related only to their account?

I am working on a customer community portal, and would like to setup a Cases view to embed in the webpage which shows the contact/user who is logged in any case for the account they are associated ...
2
votes
2answers
66 views

View details from object as a community User

I have a script on our website that shows the details of an object by putting his primary key in a text field. It works fine when I open the website from salesforce as a preview : When I go on a ...
1
vote
3answers
5k views

SObjectException: Field is not writeable: User.ProfileId

Im creating a community user from an Apex code. When our internal users (non-admins) run the code they are getting following error. (This was working fine when we test the feature in sandbox) ...
0
votes
2answers
43 views

Portal users logged in outside of login hours

Portal profile login hours were set to 12 AM PDT to 3 PM PDT. At 3 PM all the existing user sessions were removed through session management. But some users were able to login after 3 PM. I never ...
2
votes
1answer
2k views

System.TypeException: Invalid id value for this SObject type: 00e340000015Qg3AAE

I've run into a problem a trigger I'm trying to implement. The trigger is supposed to fire when a User is updated. It then has a conditional to check if the user's profile was updated to a specific ...
2
votes
2answers
522 views

Getting problem when installing manage package

Missing Organization Feature: PartnerNetwork Missing Organization Feature: PRM I want to install a package but I am getting above error, I think it is related to partner portal if yes then how I ...
2
votes
1answer
129 views

Your user profile is not associated with this service

I've cloned a profile called Heathrow Portal which works fine when you want to log in onto the portal. But Now that I've created a profile for Atkins it comes up with the following error message : "...
0
votes
1answer
19 views

Regarding different types of portal users

Anyone can explain difference between types of all portal users,what is its function? such as high volume standard Portal customer community portal customer community plus etc....
0
votes
1answer
23 views

Regarding Portal User

How to get a mail,when new portal user is created, with the help of customer portal settings in customization not coding
0
votes
1answer
51 views

portal password reset page

We have a customer portal (yes, I'm aware communities is the new thing - but we are not migrating to communities for several reasons). Some time ago, when another administrator original went through ...
0
votes
0answers
298 views

View State Error for Portal User

I am having visual force page and it accessed by both system administrator and portal user. Now the visual force page is working fine in System administrator and its not working and getting View ...
1
vote
3answers
601 views

How Can I hide global search in vf page.

I already have sidebar="false" showHeader="false" but I can still see search on customer portal page. how can I hide this?
4
votes
1answer
499 views

Salesforce System Error when using Test.loadData for User.sObjectType, improvements of Test.loadData with custom code

I'm starting to use Test.loadData and am facing an issue when creating Portal User data. Code below works very well, not only creating and inserting Accounts and Contacts, but also establishing proper ...
6
votes
1answer
2k views

programatically create Partner Community Accounts using Apex / API

Our sandbox is refreshed often. To re-create the portal environment on the sandbox entails number of manual steps. Details I have a seven test accounts and each account has exactly one contact. ...
1
vote
1answer
289 views

Share cases from child account to parent

I'm developing a customer portal which needs to display cases associated to running user account. As cases are private, I just have to do the following query to get all cases for each user. SELECT ...
-1
votes
2answers
194 views

How to build a secure connection between Web-Portal and Salesforce

Customer has a web portal on its corporate web server. Users of the web portal should be able to update their personal information which is stored on a user record in SF, directly from portal in ...
1
vote
0answers
200 views

Changing the username of a portal user

I have changed the username of a portal user but the user didn receive any notification about username changed. On the other hand when I change the username of a normal user then email is received ...
6
votes
1answer
436 views

Is it possible to copy the Contact ->'Login in to Portal as User' functionality on a Visualforce custom button?

On the Contact detail page there is a Manage External User -> Login As Portal User button when the Customer Portal is enabled. Is it possible to replicate that link's functionality on a custom button ...
1
vote
3answers
66 views

A way to let non-Salesforce user to have a limited read/write access to internal data

I have a following use case: Company Alpha wants to use Salesforce for recruiting purpose. In order to do so, Alpha would like to let non-Salesforce user to have a limited read/write access to ...
3
votes
2answers
2k views

Site.forgotpassword Portal sites not sending email

Could you please provide any suggestions on this? The method Site.forgotPassword(username) (of system defined class - Site) not resetting the password and not triggering email to user but verified ...
1
vote
1answer
1k views

Portal users cannot run User object reports - insufficient privileges

I have a Customer Community Plus site with portal users using Customer Portal licenses. I want the portal users to run User object reports so they can see last login, etc. Portal users are still ...
0
votes
1answer
78 views

Portals and communities

Can any one give me an example business scenario where I should implement portals What is the difference between a Partner Portal and a Customer Portal? And some idea about the licenses and how much ...
1
vote
0answers
46 views

Can I switch from a Community to Portal without logging in again

I have an existing force.com authenticated site and i am building a community at the moment. I have enabled a profile for both the authenticated site and the community. I can login to both of these ...
1
vote
0answers
33 views

Customer Attention email

The email that is sent to a portal user when their case is updated (to Customer Attention) comes from the an employee that updated the case. Can we have it come from noreply@mycompany.com instead? ...
1
vote
2answers
229 views

Validate portal users using OAuth 2.0

How can i validate portal users using OAuth 2.0? My current implementation is to send request to login.salesforce.com as : https://login.salesforce.com/services/oauth2/token?grant_type=password&...
1
vote
1answer
1k 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/. ...
3
votes
1answer
658 views

PortalId for user in Test Class

In a test class, I have created an updateUser(userId,PortalId,XXX) method. How to get portal Id for the user created in a test class. Please help.
1
vote
0answers
426 views

A Flow embeded in VF Page doesn't work in Community Portal

We want to use a Flow in our Community portal. I created a flow, activated it, embeded into VF page, created a Tab for that page and in Portal settings switched the Tab to right, thus now the Tab is ...
0
votes
1answer
148 views

Can anyone please explain when should i create communities, portals and sites for salesforce users? [duplicate]

Can anyone please explain when should i create communities, portals and sites for salesforce users? How should i decide whether shoud i go with communities or portals?
4
votes
1answer
5k views

Communities / Partner Portal Issue. No Available Community error message

I have set up communities in my organisation. When I try and log into the community, by clicking on the 'Manager External User' button on a contact I receive an error stating 'No available community'. ...
2
votes
1answer
2k views

Community: different landing pages for different portal profiles?

I have a client using Customer Portal licenses with Community. They have two profiles for customer portal users. They want a different landing page (Visualforce page) for each profile. I've been ...
2
votes
0answers
67 views

Moving a Portal instance from the Sandbox to Production

I have a fully functioning Sandbox in which I am upgrading a making changes to the portal instance. After all testing is done, What is the process of moving the sandbox portal to production?
8
votes
2answers
8k views

Difference between Self-Service, Customer, and Partner portals?

I'm trying to create a portal that replicates the function of login.salesforce.com, I want it on my domain at salesforce..com. I figured other than a redirect that salesforce may have some nifty way ...
2
votes
1answer
118 views

Restrict Customer's View of Object Records to Only Those They Create

I need to create a force.com portal site in which customers can submit one or two employment applications which they will fill out online in the site. The challenge for me (as a new force.com ...
1
vote
2answers
808 views

Successive calls to Site.createPortalUser and Site.login fail with password invalid error

Very strange case in which these calls: id finalUserId = Site.createPortalUser(user,accountid,password,true); if(finalUserId != null){ return Site.login(tu.email, password, 'PORTAL_Home?...
5
votes
4answers
1k views

Can portal users be authenticated with a connected app?

I saw a webinar http://www.youtube.com/watch?v=_MsKJs23W3I on social sign on. Is it possible for user which registered using facebook or janrain to login and use Connected apps?? Or social sign on ...
6
votes
1answer
7k views

What is the Retail (ie. Non-Discounted) Pricing for Salesforce Communities?

As of September 2013, there are two types of Salesforce Communities. Customer Communities Partner Communities Pricing for these is a complete mystery. The only thing I've been able to find out, ...
2
votes
2answers
1k views

Oauth 2.0 for customer portals

Currently I'm using apigee console to test my API REST resources. the Oauth works great when I login with a "salesforce" licensed user, but if I tried to log in with a portal user it does not let me ...
1
vote
1answer
1k views

Problem creating HVCP unit test users for test class

I'm having a problem creating High Volume Customer Portal Users for unit testing of triggers and other code. When I attempt to create them, I'm getting an error message as follows: System....
4
votes
2answers
1k views

How to determine if Apex code is executing in an authenticated vs. unauthenticated environment (without a SOQL query)

I am trying to dynamically determine, in an organization-agnostic fashion, whether Apex is executing in an authenticated environment --- whether Customer Portal, Partner Portal, Salesforce Communities,...
4
votes
1answer
177 views

Can users of the self service portal delete attachments that were submitted by them?

Users (and super users) of the Self Service Portal can submit and view attachments but can't delete. How do I Add a delete attachment or remove attachment button to the "attachments list in the "...
7
votes
2answers
1k views

Why am I always logging in with Guest user profile on sites even though I enter partner credentials?

I have a custom page Create ticket and I want to host it on Sites. I am using partner credentials to log into sites. Once I enter partner credentials, it's always logging in with Guest User. How would ...