Salesforce Known Issues

Known Issues · Sales and Marketing

Converted Lead still shows in the Recent items in Global Search

Sales and Marketing , Search , Lightning

Converted leads are accessible via Recent items in Global Search.

In Review ·Reported By 14 ·Updated Yesterday

Dependent Picklist Values for New 'Custom Campaign Member Statuses' Added After the Campaign Member Type was Created Do Not Show In Lightning

Platform , Sales and Marketing

When a Field Dependency exists between Campaign Member Status (controlling) and another Custom Picklist (dependent) –AND—Campaign Member Record Types are in use, New Customized Statuses that are added *AFTER* record type creation have non-functional / unavailable Dependent Values in Lightning for those...

Scheduled - Summer '20 ·Reported By 13 ·Updated Yesterday

Top Insights column in the Opportunity List View are not localized to the user's language.

Sales and Marketing , User Interface , Einstein Platform Services

When viewing the Top Insights column in the Opportunity List View, the insights are not localized to the user's language. This is because when the SCE Integration User is created (Sales Insights Integration user), the language that is assigned to that user is the org's default language.

In Review ·Reported By 0 ·Updated Yesterday

Account name is not displayed in Related Accounts related list when user doesn't have access to the record

Sales and Marketing , User Interface , Lightning

After enabling the Critical Update called "Require Permission to View Record Names in Lookup Fields" in the Spring '20 release, users will no longer be able to see the name of accounts they don't have access to in the Related Accounts related list on contacts or person accounts.

In Review ·Reported By 3 ·Updated 4 days ago

Unable to change configuration of chat button via setup

Sales and Marketing , Live Agent , Service Cloud Console , Omni-Channel

Admins may run into an issue where editing an existing chat button appears to go through but upon saving, this it will display the edit screen again.

In Review ·Reported By 0 ·Updated 4 days ago

Locked Lead records (Approval Process) prevents the Lead owner from viewing the record in Lightning if they have not viewed the record prior to lock

Sales and Marketing , Lightning

Locked Lead records (via an Approval Process) prevents the Lead owner from viewing the record in Lighting if they have not viewed the record prior to locking. This occurring because the “isUnreadByOwner” flag is not being cleared due to the locked status of the record.

In Review ·Reported By 25 ·Updated 5 days ago

'Influenced Opportunities' Related List Appears Empty on Campaigns Following Creation of Influence Records on Opportunities

Campaigns , Sales and Marketing

If an organization has the 'Account Name' field added to the 'Influenced Opportunities' related list (on the Campaigns entity), that related list will fail to populate after Campaign Influence records are added to the Opportunity.

In Review ·Reported By 12 ·Updated 6 days ago

Unexpected forecast behavior when deleting Partner Roles via API

Sales and Marketing , Sharing

Forecast Manager experiences Insufficient Privileges error when excess Partner Roles are deleted via API (workbench) and Partner User rolls directly up to the Forecast Manager. The Forecast Manager can go to the individual’s forecast but, the User’s Opportunities don’t display in the Admin User...

Scheduled - Summer '20 ·Reported By 1 ·Updated 6 days ago

Sorting doesn't work on any columns on the Opportunity Contact Roles multi add page

Sales and Marketing , Lightning

Columns cannot be sorted when adding Opportunity Contact Roles in Lightning.

Scheduled - Summer '20 ·Reported By 4 ·Updated 7 days ago

Order may not be accessible when OWD are set to 'Controlled by Parent' and record is owned by queue

Sales and Marketing , Sharing

When organization wide defaults (OWD) for the Order object are set to 'Controlled by Parent' with Account object set to 'Private' a User with read/write access to on an Order's related Account is unable to access/edit related Orders in Classic or the Order's related records in Lightning when the Order...

In Review ·Reported By 4 ·Updated 7 days ago

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