Known Issues · Sales and Marketing

"Allow Email" option under Quote->Fields->Status isn't respected in SFX/Lightning

Sales and Marketing , Lightning

A Quote created with Status (for ex: Draft) where the "Allow Email" isn't checked, the button "Save and Send Email quote" is available, ideally it should be greyed out

Scheduled - Spring '19 ·Reported By 16 ·Updated Yesterday

Line Items are Not Populated for New Quotes in Lightning Experience

Sales and Marketing , Lightning

Organizations may find that Quote Line Items are not getting added to New Quotes created by certain users in Lightning Experience. However, line items do get added if the same user creates the quote via Classic.

In Review ·Reported By 40 ·Updated 4 days ago

Lightning Dialer - User cannot call from Account Contact Role related list

Sales and Marketing , Lightning

When attempting to make a Lightning dialer call from the Contact Related List for an Account, the User will encounter an error. The message will vary depending on if the call is set to auto-log.

In Review ·Reported By 0 ·Updated 3 days ago

User with View All on Accounts receives "Insufficient Privileges" message upon searching person accounts

Sales and Marketing , Search , Sharing

This behavior occurs in orgs where person accounts has been enabled and org wide defaults for accounts are set to private with contacts set to controlled by parent. When a user is assigned a profile that grants them "View All" on the account object but not on the contact object, they may intermittently...

In Review ·Reported By 7 ·Updated 4 days ago

"Default Lead Creator" setting in the LinkedIn Field Mapping page throws error: "Select a user with the Modify All Data and Send Email permissions" wh

Sales and Marketing

"Default Lead Creator" setting in the LinkedIn Field Mapping page throws error: "Select a user with the Modify All Data and Send Email permissions" when we attempt to change the user to another user who has the necessary perms.

In Review ·Reported By 4 ·Updated 4 days ago

Microsoft Edge - Kanban drag and drop returns "You can't drop here" when dropping anywhere

Platform , Sales and Marketing , Lightning

It has been observed that dragging and dropping items in Kanban view no longer works in Microsoft Edge. When you drag and then release one of the items in Kanban, you either get an error "You can't drop here" or an error with the following technical details: Action failed: ui:dropzone$controller$handleDrop...

In Review ·Reported By 2 ·Updated 4 days ago

Changing user language prevents potential duplicate person account from displaying on lead conversion

Platform , Sales and Marketing , Lightning

When a user changes the language of a user to another language, such as Portuguese (brazil) or french, on lead convert if there is a potential duplicate person account the process alerts the user that there is a potential duplicate, but does not actually show the suggested account.

Scheduled - Spring '19 ·Reported By 1 ·Updated 5 days ago

Forecasts view in Lightning Experience doesn't respect the date format defined by the User's Locale

Sales and Marketing , User Interface , Lightning

Forecasts listView in Lightning Experience displays date fields with a MM/DD/YYYY format no matter what's the User's Locale.

In Review ·Reported By 27 ·Updated 6 days ago

LEX Multi-picklist field is displaying field value Id's instead of actual value in Forecast list view

Sales and Marketing , Lightning

In LEX Multi-picklist field is displaying some Id's instead of actual value in Forecast list view. In classic it is working fine and displays all the values selected in multi picklist.

Scheduled - Spring '19 ·Reported By 5 ·Updated 7 days ago

User gets an 'insufficient access rights on object id' error when transferring a record in Lightning Experience

Sales and Marketing , Lightning

Users with 'Transfer Record' permission and Edit access on an object (e.g. Opportunity) may get an 'insufficient access rights on object id' error when transferring a record of that type to another user in Lightning. The issue would only affect users who do not have Read/Write access to the record...

Fixed - Winter '19 ·Reported By 297 ·Updated 12 days ago

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