Known Issues · Sales and Marketing

User Profiles and Permission Sets related to Pardot licensed orgs were modified by Salesforce

API , Platform , Sales and Marketing , Service , Custom Objects , Sandbox , Communities , Pardot

For the latest information on this issue, please read our root cause update: https://help.salesforce.com/articleView?id=000320234&type=1&mode=1 What’s the issue? On May 17, 2019, Salesforce blocked access to certain instances after an incident involving broader permissions being applied to users...

In Review ·Reported By 1451 ·Updated Yesterday

Confetti is not shown to users without "View Setup and Configuration" permission.

Sales and Marketing

When confetti is enabled in path settings, it is not shown to users without "View Setup and Configuration" permissions.

In Review ·Reported By 85 ·Updated Yesterday

Opportunity Record in Lightning Experience is not reflecting the update made by Process Builder written based on "Opportunity Team" object.

Sales and Marketing , Process Builder

Opportunity Record in Lightning is not reflecting the update made by Process Builder written based on "Opportunity Team" object.

In Review ·Reported By 4 ·Updated 2 days ago

Leads from 'LinkedIn Lead Gen' Stopped Coming into Salesforce

Sales and Marketing

Leads may stop coming into Salesforce via LinkedIn Lead Gen even though the Member has the necessary permissions set within their LinkedIn Account. This typically occurs when a single LinkedIn Account is being used for multiple environments.

In Review ·Reported By 2 ·Updated 2 days ago

Displayed Value of Task 'Related To' Field Fluctuates on Hover when 'Contract Name' is Exposed

Platform , Sales and Marketing , Salesforce CPQ (Configure-Price-Quote)

When the Contract Name field gets exposed to users via Field-Level Security (FLS), hovering over the ‘Related To’ field that relates a Task to a Contract results in the displayed value fluctuating between Contract Number and the value of the Contract Name field. After a time, or when opening a New...

In Review ·Reported By 1 ·Updated 2 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 7 ·Updated 8 days ago

Lightning Experience - Sales Price and Quantity appear as editable fields in product line items with Schedule

Sales and Marketing , User Interface , Lightning

The fields Sales Price and Quantity are editable in LEX for the Product Line Items that has a Schedule. These fields are not editable in classic.

No Fix ·Reported By 12 ·Updated 9 days ago

Lightning- Not all existing Opportunities for the Account are visible when converting Lead to an existing Account and trying to attach to existing Opp

Sales and Marketing , Lightning

Not all existing Opportunities for the Account are visible when converting Lead to an existing Account and trying to attach to existing Opportunity.

In Review ·Reported By 0 ·Updated 9 days ago

Internal Server Error with Duplicate Matching rule filtering encrypted fields

Sales and Marketing , data.com

The customer may report that when use Platform Encryption & Duplicate Management with encrypted custom field, it generates the internal server error (example below). Error ID: 1552025370-12478 (983828907)

In Review ·Reported By 17 ·Updated 12 days ago

Field criteria change in Aloha does not trigger milestone

Sales and Marketing

When using Aloha(classic) view in Salesforce and attempt to trigger a milestone that is based off field criteria change criteria, such as BEGINS( OwnerId , "005"), or Status = Option A, the milestone is not created

In Review ·Reported By 2 ·Updated 13 days ago

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