27

PDF files are binary files, and as such, we can't just load it up into a string directly and examine the data to determine if a signature marker is present; it would probably require too much processing time on all but simple PDFs anyways (those less than about 1mb). However, we can check against a simple heuristic that will tell us, with fair likelihood, if ...


25

The main difference is the price and the objects you can access. The following help page has more detail: http://login.salesforce.com/help/doc/en/users_understanding_license_types.htm Authenticated Web Site is the Platform Portal and has read and create access on ideas and questions and answers, and read-only access to documents, knowledge, price books, ...


21

Here is a compendium list (feel free others to contribute!) of advantages / disadvantages to using a custom Object instead of the standard Contact object: Advantages: Data Model freedom: there are various restrictions on how you can related Standard Objects such as Contact to other objects. For instance, you cannot make Contact a Detail of a custom Master ...


16

I have recently been piloting Salesforce Communities to understand the impact on our Portals, and also (as an ISV) on our products. Functionally, we can think of Salesforce Communities as an upgrade to Customer Portal / Partner Portal. However, Salesforce Communities represents a change in the positioning of "portal" functionality. There's a considerable ...


15

You are correct, there is no Site.logout() method, sadly. Directing to the /secur/logout.jsp page is the only Salesforce-blessed method I know of for doing logout, and doesn't support any conditional logic, AFAIK. A few semi-hackish options, in the order of how likely they are to meet your requirement. I'm not 100% sure, but pretty sure, that Apex cookies (...


14

Communities launched in Summer'13. Before : Partner and Customer Portals Now : Communities with Partner and Customer Licenses Before : Limited customisation Now : Pixel perfect customisation, including customisation of login pages. Use of Site.Com as well as VF Pages for Customisation. Also some ability to customise email with branding. Before : No ...


13

It's my understanding that custom authentication schemes invalidate the confidentiality clause of the Salesforce.com Master Subscription Agreement and thus would violate your TOS. If you are building an app for the AppExchange, you would not pass security review.


12

You can use it with a portal (see step 11 in the documentation). The user's Facebook ID is associated with their Salesforce user record. You receive their name and email in the registration handler when they SSO in. The registration handler can use the incoming Auth.UserData to query for a match on an existing user and either create a new user or return an ...


10

I'm not aware of an App Exchange App for it, but someone else might be. You should be able to use the Data Loader, but the only catch would be that the new user email notification would not go out. If you use Apex from a custom page, batch job, or just execute anonymous you have to set the DMLOptions to send email if you want email to be sent, for ...


10

THe only way I've been able to achieve this kind of functionality in apex is via screen scraping. Create a pagereference to the company information page, execute the getcontent method to retrieve the raw HTML and then find the table row(s) containing the portal license information and extract the relevant elements. Its fragile, as there's no guarantee that ...


10

It is the Owner of the Account the Portal User Contact record that needs to have the role. The HVP User will inherit the role hierarchy from the Accounts Owners profile. First, create the user that will own the account, and make sure they have a Role. Then create the Account, owned by this user, then, the contact related to the account. Last, create the ...


9

This could be one of many issues. 1. Is Answers set up on your org? Setup->Customize->Answers->Settings and make sure it is enabled. 2. Which app are you using as the default for Sites? Go to the app (Setup->Create-Apps), and make sure the Tab is in the 'Selected' list instead of the 'Available' list. The site selected app can be found by going to Setup->...


9

This should work: "{!$Site.Prefix}/secur/logout.jsp" Its what salesforce generates when you set up a force.com site.


8

Name is a read-only field that's basically FirstName and LastName concatenated. Try this with either of those fields, and make sure that the profile has Field Level access to those fields.


8

Yes, they provide some limited advice which you've probably seen :-) No, there are no guarantees they won't turn on a better UI. But the portal does look like dogs' balls, so here are some tips: utilize the JavaScript UserContext.siteUrlPrefix in the header document to resolve the correct relative path to the CSS resource like this: <script type="text/...


8

I suspect you might have an error in your configuration (Which isn't surprising, there are a few things you have to do to get it working correctly). If: The HVCP user is the Contact on the Case and you have a sharing set associated with the profile you are using for your HVCP Then when the case owner changed from the HVCP user to an internal party, they ...


8

create an HTML file and insert it into your org as a Document: <style> table#bodyTable td#sidebarCell { width:400px; /* override the default sidebar width of 200px */ } table#bodyTable td#sidebarCell div.sidebar { width:auto; /* allow narrow components to occupy the newly available space */ } </style> go to Setup > Customize > ...


8

High-volume customer portal users are unable to participate in the salesforce sharing model. This means: The setting in Setup | Security Controls | Sharing have no impact on them. The role hierarchy has no impact. Apex managed sharing rules, and manual sharing have no impact. What you get instead is the ability to restrict them to seeing record where ...


8

I feel like an idiot. The 'Manage External Users', and the 'Edit Self Service Users' are the correct permissions, it just happened that the layout for a particular group of users did not have the button on their layout. Glad it a was stupid silly fix, but definitely feel stupid. thanks all


8

// Assume cIds is a list of Contacts whose users we wish to deactivate List<User> usersToUpdate = new List<User>(); for(User u : [Select u.Id, u.IsActive, u.IsPortalEnabled from User u where u.ContactId in :cIds]){ if(u.IsActive || u.IsPortalEnabled ){ u.IsActive = false; u.IsPortalEnabled = false; usersToUpdate.add(...


7

We use Salesforce as an Identity Provider for SSO into our Customer Portal. We use a Sites domain to isolate the sessions - so that users' own org sessions are not clobbered by logging in to our portal. I have written up what we did here: http://foobarforce.com/2012/12/07/salesforce-identity-provider-for-portal/ There may be enough overlap with what you ...


7

Since the page is set as one of the lookup fields on the Site Detail page that page is automatically enabled for the site. The related list of Site Visualforce Pages on the Site Detail page has a link to the Enabled Visualforce Page Access Help page which has the following: If you select a Visualforce page for any of the lookup fields on the Site ...


7

No, you can't change the contact associated with a customer portal user. You can disable the customer portal user on their contact record and create/enable a new user with that disabled username, email, etc. on a different contact record. Customer portal user to contact operates like a 1-to-1 relationship.


7

One way to do this is use custom labels to store all your text .And enable translation workbench. https://login.salesforce.com/help/doc/en/customize_wbench.htm The portal will be automatically changed to the language as per the locale of the user and the translation of labels will display . At run time if you want to change the language of the portal as ...


7

This discussion forum thread suggests that you can do this with https://<instance>.salesforce.com/secur/frontdoor.jsp?sid=<sessionId>&orgId=<orgId>&portalId=<portalId> Change <instance> to the relevant instance, e.g. na1, and substitute in the relevant IDs.


7

This is possible with force.com sites . With force.com sites you can build visualforce pages that can be accessed by an anonymous user . The other option is to configure a simple web to Lead form your SFDC instance ,where from your website you can capture the leads and have an internal process for creating community users .


6

So, this is probably obvious to you based on your plan, but if any of those customers need to become portal users at some point you can create a portal user from a contact. The other thing that I can see in your application is that if you use a contact you can use AccountContactRoles or OpportunityContactRoles records to denote role(s) that the contact is ...


6

Yes, a customer portal user can have the same username as a regular CRM user. Portal usernames have to be unique within your organisation, across all of your portals. Thus once a customer portal user has taken the username 'keir.bowden@googlemail.com', no other portal user within your org, on any portal, can use the same name. However, that username can ...


6

I'm the Ideas PM. At the moment, we don't permit moving ideas between communities - simply because in most setups, all communities can't be accessed by all users. Moving an idea could cause it to become invisible to the person who created it, or the people who commented and voted on it. ... would you care about this? Is it better to move the idea, and ...


6

Reports are not available for High Volume Customer Portal Users. Reports are available to the higher-level portal licenses (Customer Portal Manager Custom) and not available to the lower-level ones (Customer Portal, High Volume Customer Portal, etc.). To see the reports tab for user licenses where reports are allowed: Clone the profile Edit the cloned ...


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