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#Partner Community User0 debatiendo

Hello Trailblazer Team,

 

I am getting the following error when I am trying to log in to https://partners.salesforce.com. I login credentials and MFA working fine but I am getting Salesforce Flow Error.

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https://partners.salesforce.com/partnerCommunityError?ErrorCode=ERROR_CREATING_USER&ErrorDescription=We can't save this record because the “PC PSG Auto Assignment for New Partner” process failed. Give your Salesforce admin these details. An error occurred when executing a flow interview. Error ID: 937875686-26978 (1845948840)An error occurred when executing a flow interview. Error ID: 937875686-26978 (1845948840)&ProviderId=0SO30000000TN8k&startURL=/userSetup?gt=https%3A%2F%2Fpartners.salesforce.com%2FpartnerHome

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I am helpless here. I would appreciate  someone from Salesforce to report the issue on my behalf.

#Partner Community #Partner Community User 

4 respuestas
  1. 11 ago 2021, 17:01

    @Prolay Chaudhury Can you send all this information at consultingpartners[at]salesforce.com?  That should create a case on your behalf and that's the team to help with these issues.  Agent will talk directly via email.  (I couldn't post with email address directly)

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I want to get the userId for the partner user who has logged in the community portal. Instead of sending the id of the user in the url for every page in community, is there any alternative approach by which I can store the id of the logged in partner user in a variable and use it globally in all the pages in community. 

 

#Community Cloud #Community Portal #Partner Community #Partner Community User #Analytics #Trailhead #New Releases #Integration #AppExchange 

4 respuestas
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Me podrĂ­an ayudar a confirmar que diferencia tiene el Gestor de aplicaciĂłn de Lightning Experience y Mobile Publisher, que caracterĂ­stica  tiene uno de el otro y si  Gestor de aplicaciĂłn de Lightning Experience  se puede enlazar a partners Community.????

 

#Integration #AppExchange #Mobile Publisher #Mobile App #Lightning App Builder #Lightning Experience Reports #Lightning Web Components #Partner Community #Partner Community User

1 respuesta
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We are rolling out a new org for our users and are now using lightning experience, unlike before. We are using Partner Community users like we did before, however, we are facing a problem now.

 

When a partner community user tries to create a new report, there is only a very small selection of standard report types available, despite the partner community user profile having access to basic objects (account, contact, opportunity, quote, etc) and all report access rights. When a Partner Community user hits the New Report button it looks like this:

Standard Report Types for Partner Community users

 

as opposed to a standard license user's:

Screenshot 2021-08-09 121039.png

 

In our old org, we had no problems using standard report types for our Partner Community users, in fact, it was required for certain fields like owner to even show up as a column.

 

Now, I could manually create all those report types, but as stated above, in my experience it is necessary to use standard report types for certain fiels to even show up. So I want to know what is going on here and how I can enable my Partner Community users to see the standard report types.

 

#Partner Community  #Partner Community User  #Reports & Dashboards  #Lightning Experience Reports

1 respuesta
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I have some scenario in Salesforce Community Cloud based on Records Sharing:

 

Use-Case: Community Site wants their account site user to have toggle based records visibility feature.

 

My Scenario: I have 3 accounts A, B, C with account A1, A2 as child account of account A and have A3 account which is a child account for account A1.(basically a Parent-child account Hierarchy).

 

#Community Cloud #Sharing Settings #Sharing Set #Partner Community #Partner Community User  Sharing Scenario 1: all users under Account A should be able to see each others records present in their parent as well as child accounts based on a flag value if flag is true all records should be displayed.

else if flag is false only records owned by logged in user should be visible.

 

Sharing Scenario 2: Also some accounts in community don't want records sharing .

 

I have already tried sharing set, account relationship data sharing rule(ARDS).

 

ARDS solves almost all scenario, but how to hide records when user changes flag value to false on his profile.

 

how can we achieve both scenarios 1 & 2?

3 respuestas
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Hi everyone. I’m the only admin of an org where there is an experience (community) with 40 partner community user and 3 partner role. The problem is that even if the org settings for property(custom object) and opportunities is set to private, the partner users can see other users opportunity records so its like there isn't a role hierarchy to restrict visibility. I don’t know how to solve this issue. If it’s in private mode they should only see the records they own but even if I create a new user associated with partner license and partner profile, he can see everyone records. How can I fix that ? Thank u

1 comentario
  1. 11 jun 2021, 12:51
    Hey @Alessio Storci

    , There are multiple ways a record can be shared with the partner user. You might want to look at one of the records and see the share reason with the portal user. You can also try running Convert Site Member Access (Setup-Digital Experiences->Settings) to see if there is an internal sharing rule sharing records with portals roles and subordinates.

    This blog is great to review the sharing options which might potentially giving the access also -

    https://www.learnexperiencecloud.com/s/article/Sharing-in-Communities-Uncovering-the-best-sharing-option-for-your-external-use-cases

    .

    Also, we have weekly office hours on wednesday which you might want to join if you still have issue.

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Hi Iman.

Would you help me understand why a user set up with a Partner Community license & Partner Community User profile has their login history mostly "Chatter Communities External User" as the Login Type.

 

I would expect it to be ...Partner...

 

The user does have a separate login for Chatter Free license & Chatter Free User profile.

 

Thank you for any words of wisdom

1 comentario
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Assigning customer service cases to partners?  We have a need to allow a customer to interact with their dealer (Partner community user) in submitting cases.  So it's a B2B2C relationship where we would assign the case to the correct partner based on the relationship between partner and end-customer.  So end customer would have access to a self-service portal, and cases can be submitted/routed to partner.  Does anyone have this implemented?  Are there any "gotchas"?  

2 comentarios
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Kieran Harrison (Administrator en Local Appliance Rentals) ha publicado en las noticias en tiempo real de Steve Molis

@Steve Molis @Steve Molis 

 

Hi Steve, 

 

I am not sure if this can be done but here goes - I am trying to find out whether I can write a validation rule which throws an error unless the partner community user uploads a file at this particular stage under the Opportunity Object.

 

I currently have a validation rule in place which does not allow the user to move forward in stage unless they have ticked a checkbox, however, I want to add to this so that they cannot move forward unless they upload a customer declaration PDF under 'Files' as well as ticking the checkbox - otherwise they can just tick it and move on even if they haven't done it. 

 

The existing rule is; 

 

AND (Customer_Declaration_Signed_Uploaded__c = False, 

OR ( 

ISPICKVAL(StageName, "Prepare Credit Check"), 

ISPICKVAL(StageName, "Send Credit Check"), 

ISPICKVAL(StageName, "Contract Approved"), 

ISPICKVAL(StageName, "SAFRA"), 

ISPICKVAL(StageName, "Closed - Won"), 

ISPICKVAL(StageName, "Test Stage") 

)

 

Thanks,

38 comentarios
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Can anyone tell me if you can tie a Pardot user to a Partner Community User in Salesforce? We have contract people who need to use Pardot, but I want to use a Partner Community for them.

3 comentarios
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