Making an SFDC Query Available to Partners

When you have added a custom page with a SFDC Query widget to your portal site navigation, and tested the display of data in your test account, you can publish the page to your partners.

Note: This process assumes that the Active toggle for the Query is enabled. For information, see Create an SFDC Query.

Do one of the following, depending on how you tested the page:

• Move the custom page into the appropriate partner-facing Partner View of the site.
• Set the Visibility of the page to make it available to the appropriate Partner Group.

Here is an example of how query data could be displayed for your partners:

Note

The data, columns, and exporting options available are based on two things:

• The base code in the SFDC SOQL Query in Salesforce.
• Any overrides you made to the base code in the Template for your query. For an example, see Sample Template.