Known Issues · Sales and Marketing

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...

Scheduled - Winter '19 ·Reported By 228 ·Updated 3 days ago

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 28 ·Updated 3 days ago

Failed to convert Lead with unique constraint violation when associated events have multiple invitees.

Sales and Marketing

When you attempt to convert lead records in the followings conditions, it fails due to ‘duplicate value found’ error. - Custom field with unique option is defined in Activity entity. - The above custom field stores value. - Lead related Event records store multiple invitees.

In Review ·Reported By 9 ·Updated 5 days ago

End Dates on Entitlements are Incorrect When Multiple 'Entitlement Templates' Applied to Products

Platform , Sales and Marketing

When multiple Entitlement Templates are associated with a Product, all resulting Entitlements on new Assets unexpectedly have the same 'Start Date' and 'End Date'- even though templates have unique terms defined. One of them will be correct, while the rest may be wrong.

Scheduled - Winter '19 ·Reported By 1 ·Updated 7 days ago

Highlights Panel continuously loads after a record is updated

Sales and Marketing , Lightning

Highlights Panel continuously loads after a record is updated. There are multiple scenarios where a user would encounter the issue. In all scenarios users will see the spinner on the highlights panel as soon as they save the record.

Fixed - Summer '18 Patch 2.0 ·Reported By 16 ·Updated 9 days ago

Cannot Create New Records From Custom Object Related List On Person Account in Lightning Experience

Sales and Marketing , Service , Custom Objects

Users cannot create any new records from related lists on person accounts. They get the following error: "Custom Contact: id value of incorrect type: 001100000000000Ooo" This problem occurs when the related custom object has a master-detail/lookup relationship to the Contact object.

Fixed - Summer '18 ·Reported By 15 ·Updated 9 days ago

Internal Server Error when clicking the Edit button on Order Products in LEX

Sales and Marketing

An internal server error appears when trying to edit Order Products in Lightning Experience if blank spaces are added to the Order Product page layout.

Fixed - Summer '18 ·Reported By 13 ·Updated 9 days ago

Quote "Create PDF" button lookup search dialog results are not ordered alphabetically

Sales and Marketing , Metadata , User Interface

Users may report that when they attempt to perform a blank quote template lookup via the Quote detail page's standard "Create PDF" button, the resulting Quotes are not organized alphabetically. This is contrary to our documentation which states, "For standard lookups, records are ordered in alphabetical...

Fixed - Summer '18 ·Reported By 3 ·Updated 9 days ago

"Manage Your Pipeline" onboarding walk though shows "We can't find your next step." error on step 9. Click Dashboards

Performance , Sales and Marketing , User Interface , Lightning

After signing up a trial org in Lightning Experience users are presented with a banner at the top of the page: Take a Tour of Salesforce: Choose Your Tour | Manage Your Pipeline This onboarding walk through presentation is resulting in "We can't find your next step." error on step 9 of 13: "Click...

Fixed - Summer '18 ·Reported By 1 ·Updated 9 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 4 ·Updated 12 days ago

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