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Gotchas an things to remember
Users
Use the Domain or Community unique logins as noted above in Carving in the Clouds: Recommended Usernames for Salesforce Communities.
Set the Alias to have the Partner Company in the name so it's easily visible.
Fields
You want your partner specific fields to be visible by partner users and internal users, but internal fields only visible to internal users. Try not to mix them up on Page Layouts, or create a specific section for Partner Content on the Page Layout.
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| Code Block | ||
|---|---|---|
| ||
<fields>
<fullName>PartnerField__c</fullName>
<description>Partners <description>PP<Only</description>
<externalId>false</externalId>
<inlineHelpText>The Help Text for this Partner Field.</inlineHelpText>
<label>Partner Field</label>
<length>255</length>
<required>false</required>
<trackFeedHistory>false</trackFeedHistory>
<trackHistory>false</trackHistory>
<type>Text</type>
<unique>false</unique>
</fields> |
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