Question: Can this be integrated to a Product Page?

Hi, we have several outside partners that will help with specific product launches. Could I add this app to the "product" page? Currently, it says it needs an account or opportunity id

Hi Scott - at this time we only support the Account and Opportunity pages. Our package mirrors the out-of-the-box Sales Cloud functionality around "Partners", and leverages the same underlying Standard Objects so it is not possible for us to track partner relationships with any other objects.

Reporting

Is there any way to include these partners in a report?

Hi Ellen, In theory yes - we use the same underlying objects as https://help.salesforce.com/s/articleView?id=sf.partners_edit.htm&type=5 so if there is a report type that works with the out-of-the-box capabilities, it should work here too.

Works except the related list has no label e.g. partners.

I added the related list to the opportunity record page. The related list has no label. The related list just shows (5) if 5 partners was associated with the opportunity instead of Partners (5). Any idea what could cause this? Thank you in advance, this will be very helpful.

Hello - the latest version should fix this missing label issue.

@Pei Huang do you have any suggestions?

I have the same problem. When originally installed, this worked. However, it has since disappeared. I wonder if one of the SF updates broke this functionality. Otherwise AWESOME app!

Hi Christina did you find a solution to this? the screenshots show "partner" so i assume it does down. on my related i am experiencing the same as you where (1) is shown only

Really Useful App!

We've found this app extremely useful for adding partner accounts to an opportunity for certain types of clients! We're having a slight issue in identifying partner accounts associated to an opportunity - Generally speaking, the partner account will be added as a partner on the opportunity but this doesn't feed back any information to the partner account record. Therefore the partner account record appears as though they haven't done business with us before. Ideally, we would like to update a custom field on the partner account record with opportunity information. Do you have any recommendations on how this can be achieved?

Hi Pei, Thanks so much for your response! I will give PB a go :)

Hi Kayleigh, I haven't tried this personally but you might be able to create a Process Builder https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation/process_builder that executes on records being created/updated on the "Partner" object, to then update the corresponding Account record.

Thank you for your reply! As a related list yes, but we have a business requirement to update a specific field on the partner account... I'm just wondering how best this can be achieved without development?

Thanks for the feedback Kayleigh. When you add a Partner account to an opportunity, this should roll up to the Account and you should see the Account related to the partner Account, with the relevant Opportunity linked as well. Do you not see this currently?

Works Great

The package works great. The only issue right now is, only admin users can add a partner to opportunity. Do we have a setting wrong? We would like all profiles to be able to add partners to opportunities. Thanks Jeremy

Hi Jeremy, I believe users need to have Edit access to either the Opportunity or the Account object, or to the Opportunity or Account record in question, to be permitted to add partners. Have a play around with those object-level and record level permissions. Due to some limitations we were unable to implement the security checks exactly the same as what Salesforce Classic does, so had to opt for a slightly more secure configuration. In other good news - Salesforce is implementing native support in Lightning Experience for Partners soon - keep an eye out in the next release https://www.salesforce.com/content/dam/web/en_us/www/documents/e-books/salesforce-lightning-roadmap.pdf

Great App, simple and works great

It's too bad that SFDC isn't prioritizing Partners since this is one of my favorite pieces of functionality of Classic. They don't even display Partners in setup or on the Account or Opp record pages...unless you get this app. It's basic, but it gives what SFDC will allow... Because SFDC isn't prioritizing the Partner functionality, there isn't as much customization of the Partner Relationships, ability to add more fields, or have partners on custom objects; but that's not the fault of this app.

Thanks for the feedback Daniel! Good news - Salesforce is implementing native support in Lightning Experience for Partners soon - keep an eye out in the next release https://www.salesforce.com/content/dam/web/en_us/www/documents/e-books/salesforce-lightning-roadmap.pdf

Open Accounts in another Tab not supported.

This was really helpful in my current Lightning X migration project, I do however have a little issue with this component. I have just noticed that, users cannot right click to open the Accounts that appear on the component, is there anything that could be done to remedy this? Your support would be most appreciated. Regards

Hi Patrick, Thanks for your interested in our app. At this time we aren't making any further changes to this app as official support for the Partners related list is coming soon https://www.salesforce.com/content/dam/web/en_us/www/documents/e-books/salesforce-lightning-roadmap.pdf

Not able to add partners from iPAD (Salesforce App)

It's very helpful component. I have added this in Opportunity Record Page, then tried to create new partner from iPAD using Salesforce App, but new button is not appearing. Will you please tell me is this limitation of this product or there is some workaround for the same. Thanks in advance.

Hi Sumit, Thanks for your interest in our app. At this time we don't support the Salesforce mobile app - only Lightning Experience on the desktop. Pei

Partner related list not coming up

I followed the steps mentioned, after editing the page, added the partner component to the page, but the related list does not come up. I edited the page again, the component was not on the page anymore. After adding it again, I saved it. The component is not getting saved on the page hence not coming up on the record when accessed. I am working in sandbox right now. Please advise how to fix this.

Hi Deepti, Just to confirm, you are adding the component to either the Account or Opportunity Lightning record page correct? Also do you have multiple record pages, and if so, have you double checked that the version of the Page you're editing is definitely assigned to your profile? If all else fails, can you try uninstalling and reinstalling the app from the AppExchange to see if that helps? Also, can you try the app in a Developer Edition org in case it's something unusual about your company org that is having issues?

Issue with searching Accounts via Primary Partner lookup

Hi, I downloaded this app in our full sandbox and added the component to Opportunity page. When I try to click new and add an account, it just keeps searching for hours and nothing comes up. Any idea what could be causing this issue?

Hi Rishika, You can send us an email: apps@gscloudsolutions.com Can you test the app out in a Developer Edition org or free trial org to see if it's an issue that's specific to your corporate org?

Hi Pei, We have very less number of records, just 20k accounts. I uninstalled and tried to install the package again, hoping it would work. But no luck. I am still not able to select any accounts as partners in both Account and Opportunity page. Is there a way, I can attach an image and show you?

Hi Rishika, This sounds very unusual. Do you happen to have a lot (e.g. > 10 million) Accounts in your org? It's possible that the custom Lookup component we're using is running a SOQL query that is taking a long time in your org due to the data volumes. Can you test this out in a Developer Sandbox and confirm if the problem exists there, and if it's just your full sandbox that is problematic? Thanks, Pei Huang

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