Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Partner Locator Search
Let your customers and qualified partners connect quickly and seamlessly
- Business Need
- Productivity
Partner Locator allows customers to expose their partner directory on both their community and the public internet. It allows admins to edit the app layouts and structure while also including or excluding standard and custom fields in the search.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 10 of 12 Reviews
Not bad for a locator tool but has some issues
This was fairly easy to stand up and do a search against a particular account record type to surface service site accounts. Issues: - The Advanced Search doesn't seem to work at all and you can't get rid of the button for it. It looks like it's meant to filter by the custom search field selection you specify but it doesn't actually populate anything in the drop downs for it. - the Sort By has an assumed assortment of fields that are not very useful for most of them. This needs to be customizable. - The overview popups show a mini-map. I have this working in one org but not another- shows a broken image link. Trying to track down the difference but this doesn't really add anything to the pop up overview. It's too small to be useful. Would be nice to be able to remove this.
Locator Search Results Inconsistent Between Profiles w/Same Permissions
It seems as though there is filter criteria being used within this component that is not in the posted documentation. We are experiencing an issue between profiles (both have the Partner Locator permission, and both have the same object and field access) where one is able to see a subset of Account records within the configured Record Type and others cannot. Is there newer documentation for these components? @Ciaran - I have also sent an email with additional details.
Could not find it on app launcher
If possible can u fix this problem
Alright for basic use case
Fairly straightforward to implement for adding the components, setting component properties, and setting up a Sharing Rule for Guest users so data returns. The UX could be improved. It'd be better if there was a default result set instead of the page being empty until a search is executed. It'd also be better to be able to specify which field filters appear and in what order. Currently all custom fields get buried in an Advanced section, which is problematic if the use case has most of the standard filters aren't used. It'd be nice if this supported a custom object for directory listings because often it is undesirable to give Partners edit access to their account details to enable directory functionality. Out of the box, we're limited to having one page layout and do not have the ability to separate the details and experience for providing partner information.
Easy to install and throw into communities
I loved the easy of use for installing in communities. We'll see if it's just as easy to put on an external website :) TBD Does anyone know if there's a way to change the fields exposed when you select a partner? Is that customizable at all?
Hey @Jamie, glad you're liking the solution so far. Regarding the fields that are exposed when you select a partner, this is controlled by field set. You should be able to edit the field set that exists on the object or create a new one and reference the API name. Happy to jump on a call with you if you come across any roadblocks
Awesome Tool!
We are using the Partner Locator to allow public guests to find service provider accounts in our community. Ran into a bit of a snag with search criteria for custom field types not working correctly for public visitors, but the issue was quickly resolved by Ciaran. Thanks a million for this awesome tool!
Helpful app with limited use case
This app is very helpful if you have a limited use case. It only works on Accounts but can save companies a lot of money and work setting up an elaborate search engine for a simple need. The only catch is you'll mostly need to figure it out on your own since there's no paid support. One issue I am having is the image on the popup modal you see when clicking on an Account in the results list is broken. I have no idea how to fix this. Has anyone experienced this before?
Can't find the demo of the partner locator
in the overview there is a link to review a demo - the page no longer exists - https://mapcentral-developer-edition.eu11.force.com/pc/s/partner-locator - can you send me a link to the demo please
Hey @Jamie, that's unfortunate. I would love to hop on a call with you to see what exactly is affecting the locator. Regarding the new LWC version. I'm hoping for an early January launch. Please reach out if you want to clarify any issues you may be facing.
@Ciaran shaughnessy - Hey Ciaran, I was able to finally get this downloaded to my developer console. I like the layout in communities and sometimes it works, other times it doesn't. Because it's free, it's more appealing, but only if it can actually work. I saw you said you were revamping it, do you have a projected timeline that this might be revamped and working? Just want to make sure, before I create a case to purchase a different locator. thanks!
Do you have a particular reason why @Jamie? Was it that AppExchange couldn't login to the Trailhead Playground when you pressed get it now? Did you try to spin up the free Dev org? It should be possible to install it in the Trailhead environment, however I don't think the AppExchange can install directly to those environments which is why Trailhead usually gives you an install link for any packages it would like you to install. I would opt for the free dev org as its a tried and tested method. Hope that helps.
Hi @Leigh and @Jamie, sorry for the delay in getting back to you both. I initially created the app and I'm in the process of revamping it to LWC. Unfortunately the app store has retired the idea of providing a demo experience to our customers. Instead they recommend to spin up a free dev org at this link (https://developer.salesforce.com/signup) and then installing the app to play around with it. You could also do this in a sandbox if you were familiar with that process. I'm happy to answer any questions you might have or listen to and feedback/suggestions you have for the new version.
Great idea, good support
The locator does not work on custom objects, so I copied my object as a new account record and everything seems to be working okay. I contacted support and they were able to help me get installation issues figured out. Thanks Ciaran!
Poor documentation
Hello, I am not really sure whether this is a result of my insufficient Salesforce knowledge or very vague documentation but I don't seem to be able to find answers to the following questions/issues: 1) Google Maps don't load 2) I don't know where to specify "Partner" 3) There are no search results Thank you for your assistance
Hey Katka, very sorry for the delay in replying to your message. If you would like to email me directly with the problems you are having, I'd be happy to assist you in getting Partner Locator up and running and subsequently making any changes to the documentation. Thanks, Ciaran (cshaughnessy@salesforce.com)
Hey @Shabnam, there is no app associated. There is a custom components included which you can add to the page of your choice. If you read the associated documentation, it will guide you through the process of creating a page and adding the components to it. Please let me know if you have trouble finding said documentation.