[SalesForce] portal users cannot own partner accounts

I am having an issue while updating an existing community contact/account:
Contact has 'created by' and 'Owner' set to Salesforce Standard User. And then from that Contact I created a community user.
Now with REST API I am trying to update that Contact's 'owner' field to Community user I see following error:
Portal users cannot own partner accounts

Best Answer

This error message is confusing. Basically, the system will prevent portal users from owning contacts that are linked to any kind of account, according to this knowledge article: https://help.salesforce.com/articleView?id=000004491&language=en_US&type=1

When you try to enable an Account as a Partner Account and any of the contacts associated to that account are owned by a Partner User, you would receive this error message. If Partner Account enabling was allowed to go through successfully in such a scenario, it could result in Partner Users owning Partner Contacts which is not allowed by design.

The only way to enable the Account as a Partner Account, when this situation is encountered, is to update the ownership of the associated Contacts so that they are owned by internal, non-Partner Users.

The only way for you to avoid the error is to use a beforeInsert trigger to change the contact ownership to an internal Salesforce license user.

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[SalesForce] portal to communities migration licenses

Phil, I have also begun to work on setting up a community in our org recently. I guess you need to buy these licenses in order to be able to see them in your org.

So if you have a Customer Community, the "Customer Community" license is the "Community" version of a High volume Customer Portal license.

From the License types docs: http://na11.salesforce.com/help/doc/en/users_understanding_license_types.htm

The Customer Community license is similar to a High Volume Customer Portal license and is well-suited for business-to-consumer communities with large numbers of external users. The Partner Community license is similar to a Gold Partner license and is well-suited for business-to-business communities, such as a partner community.

In addition to the new licenses, Communities supports all internal and portal licenses including existing Customer Portal, Authenticated Website, and partner portal licenses. Communities doesn’t support the Chatter External license.

So based on this, you can create a user with the following licenses and should be able to access Communities.

Authenticated Website    
Customer Portal Managed Custom
Customer Portal Managed Standard

[SalesForce] Customer Community – access to own Contact object

Today, Customer Community users can edit their contact record if you setup sharing sets to give them this capability. The problem is the out of the box UI doesn't expose the contact to the user. You can expose via Visualforce. In the Spring '14 release Salesforce removes this restriction and the out of the box UI will now show both the Contact tab and record.

Best Answer

Related Solutions

[SalesForce] portal to communities migration licenses

[SalesForce] Customer Community – access to own Contact object

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