disable partner user salesforce
2.Create a new contact for the partner user. You can set a deactivated portal user to active again, but there is no way to reactivate a disabled portal user. Idea: enable the Opportunity Team option to Partner Users in Salesforce Communities. Apart from this, if you wish to delete Contact record, Deactivating the users will not be enough. So not sure what we might be doing wrong with this one. - Please note, the Partner Business Org is a full-fledged Enterprise Edition of Salesforce with 2 free licenses for our partners. I have our communities set up in our org for us to have partners & partner users. Yeah have this security layer for Production makes sense, not for Sandboxes. To create a partner user: View the partner account for which you want to create a partner user. To create a partner user: 1.View the partner account for which you want to create a partner user. 5.Click Save. However, even though I've enabled Partner Super User Access in the Communities Settings, when I create a new Partner User (from Contact record -- Manage External User -- Enable Partner User), the new user is not a Partner Super User. (screenshot below). If Salesforce can't do anything here, atleast give the authority for a Admins to enable - disable this process for a Sandbox You might think it is harmless to rename a user to someone else but then you lose all the historical data tied to that user. Currently the Manage External User button and the nested buttons it hosts are not available in the lightning user interface, as a result users have to switch between lightning and salesforce classic to access the functionality, another drawback to lightning as having to toggle back and forth between two different interfaces undermines the value of lightning. Then they are in state of Limbo! I have a trigger which deactivates users via a trigger on a contact checkbox field called "Provision extranet", but the contact record cannot be deleted until the portal user is … Choose New from the Contacts related list. Ensure you have a test Platform User, Person Accounts are enabled on your org, and only Customer Community User Licenses are available (not Partner). Hey Salam, Deactivating the User only removes Portal Access of the User. Deactivate a User . Instead, you are able to deactivate them. Thanks. In Salesforce you are never able to delete a user. how to disable a customer portal contact/user within APEX? Updating the User record via code works as you say. When you rename a user in Salesforce then all that data will now be tied to the person you renamed them too. On the contact detail page, click Manage External User and choose Enable Partner User. * Sometime the user never gets the verification code. 3. Edit the Platform User Profile (Custom) and enable "Manage External Users". 4. I am trying to have a permission set to allow for us to be able to "Enable Partner User" from the Manage External User picklist on the page layout. If you go to the Contact record, you can "Enable Customer User". 3. Login as the Platform User and create a Person Account. Is it possible to disable customer portal users via APEX? There is a difference between disabling and deactivating a portal user. However when you perform Disable Customer Portal it remove all the access of that user, which includes removing from Group, Teams or rules if any. However, this will create a new portal user - it won't reassociate the old one. 2. ... 3On the contact detail page, click Manage External User and choose Enable Partner User. Guy, thanks for the answer. Create a new contact for the partner user. 4Edit the user record for this partner. Choose New from the Contacts related list. It is very common to have Channel Partners set up in a way that Role Hierarchy is not the best way to achieve proper visibility and collaboration on Opportunities. Fill in the appropriate details, and click Save. The org has a lifetime of 12 months and is automatically deactivated after this period, unless you make it permanent or extend it. 1.
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