Slaesforce FAQ

how to query partner user in salesforce

by Jordan Swaniawski Published 2 years ago Updated 1 year ago
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As i understood Commisioning_Partner_Account__r.Name is a contact field and if its contact field then you can query userId of partner account by email address. [SELECT id, email from USER where email =: "email of contact field" AND profile = "Partner profile name"] Share

Full Answer

Is it possible to query user from contact in Salesforce?

soql - Is It Possible to Query User from Contact - Salesforce Stack Exchange To query User Profile Name from Contact, It is Possible Example Query Like : select Id,FirstName,LastName,(Select Id,Name,Isactive,Profile.Name from user) from Contact Thanks Nagarjuna Stack Exchange Network

How to get users with a license name of Salesforce?

If what you want is the Users with a License Name of Salesforce than the following query can get them: List<User> usersWithSalesforceLicense = [ Select Id, Name, Profile.UserLicense.Name From User Where Profile.UserLicense.Name = 'Salesforce' ]; Those two queries return the same Users in my org.

How to query user profile name from contact?

To query User Profile Name from Contact, It is Possible Example Query Like : select Id,FirstName,LastName,(Select Id,Name,Isactive,Profile.Name from user) from Contact Thanks Nagarjuna

Is it possible to get user license results in a single query?

Important to know is that you have to query this through the profile. Update: Peter's answer is better: He shows that you can infact get these results in a single query, which is prefered for performance and cleaner in code. Show activity on this post. Take a look at the UserLicense object documentation.

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How do I query a portal user in Salesforce?

How to query Internal, Community/Portal and Community/Portal Users in Salesforce using SOQL?Internal Users: SELECT Id, Name, IsActive, Profile.Name FROM User WHERE ProfileId IN ( SELECT Id FROM Profile WHERE UserType = 'Standard' )Customer Community/Portal Users: ... Partner Community/Portal Users:

How do I query a list of users in Salesforce?

How to query users with Salesforce User License?Go to Setup --> Customize --> Users --> Fields --> Create New Field.Select "Formula" as the data type and "Text" as return type.Use "Profile.UserLicense.Name" in the formula editor.Save the formula field.Use the formula field in the report.

How do I know if an account is partner in Salesforce?

Note The partner user role is a subordinate of the account owner's role....Required Editions and User PermissionsCreate a business account.Click Manage External Account, and then click Enable as Partner. ... In the confirmation dialog, select Yes, I want to enable this account as a Partner Account.Click Confirm.

What is partner contact in Salesforce?

After you create a partner account, add users to the account as contact records and then convert them to partner users. Partner users are Salesforce users with access to CRM objects such as opportunities, leads, and campaigns. Partner users can access Salesforce data when they're invited to a site.

How do I query a user from a public group in Salesforce?

To Query Users from the Public Group in Apex, we first need to query the Public Group using either Name or Id. For that, write a simple query on the Group Sobject with the type = 'Regular'. Here, we are querying the Public Group with the 'Test Public Group' name.

How do I query a role in Salesforce?

3 AnswersGo into the Developer Console and select the SOQL query tab or you can login to workbench.developerforce.com.Go to the Queries Menu/SOQL Query.Paste this query in the query box and click the Execute (or Query) button.

How do I access partner portal in Salesforce?

Go to partners.salesforce.com. Click Join Now, then Join the Partner Community. Click Log In with Salesforce and use your org credentials.

What is the Partners object in Salesforce?

The partner object works with either the account or the opportunity but doesn't not cross between both... meaning.. You can have partners tied to each account. This means they partnered with the account is some way.

What is relationship between account and user Salesforce?

The account that is gaining access to another account's data. The account that is giving access to their records to another account. This field defines the type of sharing rule this account relationship can access. It is the field that associates the account relationship to the account relationship sharing rule.

What is partner portal in Salesforce?

Partner Portal:-A partner portal allows partner users to log in to Salesforce through a separate website than your non-partner users. Partner users can only see the data that you have made available to them. Furthermore, partner users can only manipulate data if you give them the appropriate user permissions.

How do I create a partner case in Salesforce?

The streamlined way you request support The best way to access support is to begin in the Partner Community. Once in the Partner Community, all you need to do is click the new “?” icon in the top right corner. Then select “Log a Case for Help.” From there, you will be redirected to Salesforce Help.

How do I set up partner roles in Salesforce?

In the Partner column, enter the name of an account. In Lightning Experience, you can add multiple partners at a time. In Salesforce Classic, you can also create an account by opening the lookup dialog and clicking New. In the Role column, choose the role that the partner account plays in the account or opportunity.

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