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Loading Accounts for Partner user using Apex dataloader
I want to load accounts using data loader
I thoughy I was successfull until I get to see this message in my error file 'Value does not exist or does not match filter criteria.'
Then I realised that they have a profile as Partner Community.
How should I load the accounts for partner profile users ?and I even want to map my custom fileds while loading
I thoughy I was successfull until I get to see this message in my error file 'Value does not exist or does not match filter criteria.'
Then I realised that they have a profile as Partner Community.
How should I load the accounts for partner profile users ?and I even want to map my custom fileds while loading
Hi Jenny,
To create accounts, you need to provide Create and Edit access on Partner user profile, also if you need to add references / map custom fields, please add edit access on objects need to be mapped with accounts.
To add Object Permission on Partner user, please follow below steps:
1. Go to setup --> profiles (under manage user)
2. Open Partner user profile
3. Click edit
4. Scroll Down to Standard object, or search for "Standard object Permission".
5. Add Create, edit permissions on Account and other objects.
Hit save and try again.
Hope this will help, let me know if you need any more insight on this.
Thanks,
Gaurav
Email: gauravgarg.nmims@gmail.com
I have to load accounts with dataloader for partner user.
User are setup since in the org since the beginning of time.
You first have to load all of your Accounts with isPartner=True. Then, you can load contacts associated to those accounts (no special data point on contacts). After you have contacts, you can then load users associated to those contacts and assign to a partner profile.
Thanks,
Gaurav
Hi Jenny,
Please check are "isPartner" is enabled on Accounts.
This is a standard field which will be required if we need to connect it with Partner users.
Thanks,