Testing an SFDC Query from a Custom Page

Once you have built an SFDC Query, you can view it in the partner portal using a corporate test account before publishing it to your desired partners. This is to ensure that all data is displayed correctly.

Testing is a three step process:

Build a Custom Page for your SFDC Query

Add the Custom Page to the Partner Portal

View Your SFDC Query in Your Test Partner Account

Build a Custom Page for your SFDC Query

A custom page will deliver the data from your SFDC Query to the partner portal. For information on creating a Custom Page, see Create a Custom Page.

When creating the custom page, use these guidelines:

• Add a Dynamic Content widget to the content of your page.

• When configuring the Dynamic Content widget, you select the type of content you want presented by the widget (by default, the widget shows the Login type). All active SFDC Queries are presented in the Select the content to use list to the right of the page when you click on the widget (they’re prefixed with SFDC Query). Choose the one you want to display.

  

  When this widget is added to your Custom Page, it will automatically renders the appropriate data to each partner account that has access to the page.

Add the Custom Page to the Partner Portal

Add the custom page that includes the SFDC Query widget to the partner portal. For more information, see Adding Custom Pages to a Partner Portal.

When you are adding this custom page to a Partner View of the portal, you can have two options:

• Add the page to a custom Partner View used specifically for testing purposes.

  Note

  Make sure your test partner portal account has access to the Partner View to which you are adding the custom page. Otherwise, you will not be able to see it.

• If you don’t have a custom Partner View for testing, add the page to any of your standard views then manage the Visibility of the page so it’s only available to an internal/testing Partner Group.

View the SFDC Query in your Test Partner Account

View the custom page that includes the SFDC Query content widget in the partner portal, to make sure the data from the query is displaying correctly.

1. Log into your test partner portal account.
2. Navigate to the custom page in your site navigation.

3. Review the information from your SFDC Query in the page.

   Here is an example of how query data can be displayed:

   

   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.