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Community Rollout Strategy > Create Sharing Rules > Error
Hi,
trying to complete the challenge, I have the following error:
The "Customer Community User" for the contact "Edna Frank" is not created properly.
More info, hope this helps finding the problem:
The contact exist, in Admin > Users> User license is "Customer Portal Manager Standard", when I try to change it to "Customer community" i'm getting the error "cannot upgrade from or downgrade to LPU"
The contact is assigned to the account "Customers", there is a case associated to it, with Contact Name = Edna Frank
I created the Sharing Set Settings and configured the access (User:Account = Case:Account, Read/Write). The community is active.
Oddly enough, I cannot log in as Edna Frank.
If I'm trying to create a new user, I receive the following error: "Your request cannot be processed at this time. The site administrator has been alerted.
The account associated with this portal has no owner". The created account is "Customers" and I double checked, i'm the owner of this account.
I've received a message "Customers registration accountId parameter value is not valid."
Any idea or clues on how to solve this ?
trying to complete the challenge, I have the following error:
The "Customer Community User" for the contact "Edna Frank" is not created properly.
More info, hope this helps finding the problem:
The contact exist, in Admin > Users> User license is "Customer Portal Manager Standard", when I try to change it to "Customer community" i'm getting the error "cannot upgrade from or downgrade to LPU"
The contact is assigned to the account "Customers", there is a case associated to it, with Contact Name = Edna Frank
I created the Sharing Set Settings and configured the access (User:Account = Case:Account, Read/Write). The community is active.
Oddly enough, I cannot log in as Edna Frank.
If I'm trying to create a new user, I receive the following error: "Your request cannot be processed at this time. The site administrator has been alerted.
The account associated with this portal has no owner". The created account is "Customers" and I double checked, i'm the owner of this account.
I've received a message "Customers registration accountId parameter value is not valid."
Any idea or clues on how to solve this ?
https://developer.salesforce.com/forums/?id=9060G000000Xa45QAC
https://success.salesforce.com/answers?id=9063A000000DY6J
but I finally did it by trying with a third brand new dev org, actually the new trailhead playground.
I won't be happy until I understand what went wrong with the two other orgs ! It's a shame...
All Answers
"The Sharing Set is not setup with proper Case access. Please check the requirements."
I have set Case to Private as instructed
Can you tell me what I am doing wrong?
have you set-up the sharing set properly (not 100% sure this is correct, that't the reason why you should have your own post) ?
ie:
Just completed this one myself after much poking and trial and error. Was getting the same error message as you.
You need to deactivate the community user created for Edna during your first attempt(s), go into the User admin and change the alias and nickname of the user record created (not sure if this is necessary, but I did it as part of my solution!). Then re-do the "Enable External User" step, but when you're looking at the User record, before you save it, change the User License to "Customer Community" (not the Plus). This should change the role to None and the Profile to "Customer Community User".
That cleared the error for me and let me complete the challenge - hope that helps!
thanks for your help, we are getting there, but now the error is "The Sharing Set is not setup with proper Case access. Please check the requirements."
Is anything wrong in there:
I really don't get it ???
Sorry - was at Dreamforce last week and not as readily connected to my computer!
The screen you last shared looks good, but there may be an issue on other screens. Check your Sharing Settings (search for "Sharing" in the Setup on the left and you'll find it) and look at the Case row. Should be Public Read/Write/Transfer for Default Internal Access, and Private for Default External Access.
Also, try reducing the profiles that the Sharing Set applies to to just "Customer Community User" and remove the other two.
See if either of those help!
Thanks,
Adam
I am having the same issue as you suggested I have Public Read/Write/Transfer for "Owner in All Customer Portal Users"
no clue whats going wrong.
any help will be great.
1. First, set up the external sharing model with Case set to private
2. Then, enable Customer Portal settings, and create a sharing set titled Share cases with customers for the Customer Community User Profile
3. Create a customer community user from Edna Frank's contact record and ensure that the account associated with Edna Frank has cases associated with it.
This step will resolve issue: The "Customer Community User" for the contact "Edna Frank" is not created properly.
4. Tada! enjoy it ^_^
When I click on "User License" to pick "Customer Community" and Profile "Customer Community User," the "Role" is greyed out but red because a role needs to be picked.
first of all, thanks to the many respondents that are trying to help !!!
I redid all the steps, but still get the error "Challenge Not yet complete... here's what's wrong:
The Sharing Set is not setup with proper Case access. Please check the requirements."
I'll have to set soon a community for a client but if it works that way, we will postpone it or consider other options...
Any other idea ?
Challenge Not yet complete... here's what's wrong:
Could not find a contact named "Edna Frank" or there are multiple contacts with the name "Edna Frank". Ensure that there is only one contact named "Edna Frank" in your org.
I spent hours on this challenge and it is frustrating.
Anyone got a solution? I think something is wrong with this challenge.
Thanks.
https://developer.salesforce.com/forums/?id=9060G000000Xa45QAC
https://success.salesforce.com/answers?id=9063A000000DY6J
but I finally did it by trying with a third brand new dev org, actually the new trailhead playground.
I won't be happy until I understand what went wrong with the two other orgs ! It's a shame...
I did this after step 2 of <I Len Tran>'s comment above because the profile Custom Community is not showing up.
1) Go to Contacts tab
2) Select "All Contacts" in the dropdown then click Go. (Don't mind if you don't have the Recent Contacts section)
3) Click the name of Frank, Edna and not the Edit link.
4) Click Manage External User dropdown then select Enable Customer User
5) Notice that you are redirected to the Users section. Select Customer Community as the Profile. Then click Save.
That should fix the problem ["Customer Community User" for the contact Edna Frank not created properly].
So all i did was go into the account assoicated with Edna's contact and created a case under the account.
I then was able to complete the trailhead module.
I think the module said something along the lines that a case must be under the account.
Thanks guys
http://mhammer.seesaa.net/article/447781810.html
Portal Account Owner Has No Role
An account owner must be associated with a role to enable portal users or transfer portal users to his or her account.
Click here to return to the previous page.
I have followed all other instructions. It doesnt make any sense. There is no location to put the role when you go from the contact to the user page to define them as a community user.
Please help!
Hope this helps.
Community Rollout Strategy > Create a Community User and a Sharing Set
1. Go to Sharing Settings. For Case select public Read/Write/Transfer for Default internal access and Private for Default External Access
2. Go to Communities Settings-> Go to Sharing Set->Click on New Button
Add Label
Select Profiles: Customer Community User
Selected Object: Cases
3. Now Configure Access
4. Create Contact Edna Frank. Associate the Contact with an Account to see Manage External Users
5. Add case to the contact
6. Go to User. Create new user with Edna Frank
User License: Customer Community
Profile: Customer Community User
Tadda! 500 Points
Step4: I am unable to find the all the three oprions - view customer user, Disable and login to community as user when i clicked the contact.
please suggest.
thanks,
Kesava
Hope it may be helpful for someone else!