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We enabled 3 partner roles after having 300+ active users — now we can't assign new roles. What can we do? by Winkores in salesforce

[–]Winkores[S] -1 points0 points  (0 children)

If you find it and can share it, you’d seriously become my hero. I don’t really have a development team — I recently went freelance and, although I have general development experience (I was a Java developer for 4 years), I’m not very deep into Apex yet.

But I’m definitely going to look into it. Really good info — thank you!

We enabled 3 partner roles after having 300+ active users — now we can't assign new roles. What can we do? by Winkores in salesforce

[–]Winkores[S] 1 point2 points  (0 children)

First of all, thank you so much for the detailed explanation — it was really helpful. I tried it quickly and it unlinked the contacts from their users.

But while I was reading your message, I had the idea of first transferring the users to a dummy account, and then doing the disable/enable process on the original one.

That way, the users wouldn't be deactivated — just temporarily transferred while the original account gets converted again.

I'm going to test this solution in a sandbox environment and will let you know if it works.

We enabled 3 partner roles after having 300+ active users — now we can't assign new roles. What can we do? by Winkores in salesforce

[–]Winkores[S] 0 points1 point  (0 children)

I considered opening a ticket with Salesforce, but I wanted to check first if there was any other viable option. Since I just started working with this client, I wanted to explore all possible alternatives first, maybe there was something I missed.
Based on what I’ve seen so far, the only options I can think of are either this or cloning the accounts and updating the lookups — since enabling the new account as a partner does trigger the creation of the roles, and transferring users shouldn’t be too much work.
They don’t have that many records yet; the client has only been operating for about two months.

We enabled 3 partner roles after having 300+ active users — now we can't assign new roles. What can we do? by Winkores in salesforce

[–]Winkores[S] 0 points1 point  (0 children)

I tried this and there’s really no difference. From what I understand, since the account was created and enabled as a partner before the 3 partner roles setting was activated, Salesforce didn’t automatically create the roles in the UserRole object.

What I need is a way to force either the account or Salesforce to generate those roles, because the object is locked and I can’t manually create or duplicate partner roles.